Best CRMs for Commercial Real Estate Brokers

CRM | Updated on: 16 September 2024

Managing multiple property listings, client interactions, and deals can quickly get overwhelming. You can easily lose track of crucial details if you spread your data across different platforms. This often leads to missed opportunities and, ultimately, lost revenue.

That’s where a CRM combined with marketing automation comes in. Imagine automating those routine tasks—like sending follow-up emails or managing leads. It frees you up to focus on what really matters: closing deals and building relationships. In fact, 79% of businesses are already using CRM to supercharge their marketing efforts.

This isn’t just about keeping up with the competition. It’s about thriving in a market that’s becoming more complex every day. By simplifying your workflow and strengthening your connections with clients, you’ll not only stay in the game—you’ll excel.

As we continue, let’s explore how a commercial real estate sales software designed specifically for commercial real estate can streamline your operations. We’ll look at how it can make every interaction smoother and every deal more effective.

So, let’s break down why a CRM is not just helpful but essential for you. See how it can truly change the way you manage your business.

The Importance of Commercial Real Estate Sales Software

A well-integrated CRM can be an invaluable tool for commercial real estate brokers. Here’s why:

Enhancing Client Relationships and Satisfaction

In commercial real estate, your clients are your greatest assets. Building strong relationships with them is key to getting repeat business and referrals. Commercial real estate sales software helps you track every interaction, preference, and piece of history. This allows you to tailor your communication and services. This attention to detail not only boosts client satisfaction but also promotes long-term loyalty.

Efficient Management of Deals, Listings, and Properties

The real estate market moves fast, and opportunities can slip away quickly. Commercial real estate CRM software centralizes all your information. It helps you manage deals, track listings, and oversee properties in one place. This organization ensures nothing falls through the cracks. It allows you to close deals faster and more efficiently.

Streamlining Property Management

If you manage properties, commercial real estate sales software can make your job much easier. It helps you track lease expirations, handle maintenance requests, and keep everything running smoothly. This not only saves time but also ensures that your clients and tenants get the best possible service.

By recognizing the critical role a CRM plays in your brokerage, you can understand why choosing the right one is so important. Next, let’s explore the specific benefits of using CRM in the commercial real estate industry.

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Pros of Using a CRM for Commercial Real Estate Brokers

Commercial real estate sales software offers several benefits that can greatly enhance your brokerage’s operations. These include:

Personalized Client Interactions: With a CRM, you can track every detail about your clients. This allows you to personalize communications and build stronger relationships.
Automating Tasks and Setting Reminders: You can automate routine tasks like sending follow-up emails. You can also set reminders for important appointments, freeing up your time for more critical activities.
Networking and Prospecting Capabilities: CRMs help you organize and manage your contacts. This makes it easier to expand your network and find new prospects.
Customization Options: Tailor your CRM to fit your specific needs. This ensures it works seamlessly with your business processes.
Seamless Integration with Other Tools: CRMs can integrate with essential tools like email and marketing platforms. This creates a unified system that boosts efficiency.

These benefits combined make a CRM an invaluable tool for managing and growing your commercial real estate business. We will now look at the features that you should look for in a CRM.

Want to make property management easier? With Sell.Do CRM’s powerful integration capabilities, you can effortlessly connect with various property portals and ERPs. Enjoy streamlined data flow, eliminate complex routing, and have your leads automatically captured in real-time.

Essential Features to Look for in a CRM

Choosing the right commercial real estate sales software isn’t just about picking a popular brand. It’s about finding one that fits your needs. Here’s what to look for:

Comprehensive Deal Management: A CRM should help you manage every part of the sales process. This includes tracking offers, counteroffers, and documents. By doing this, you ensure smooth transactions without delays or errors.
Detailed Client Profiles and Interaction Tracking: Relationships are crucial in real estate. Your CRM should store detailed profiles for each client, including contact details, preferences, and past interactions. It’s important to track every interaction, whether it’s a phone call, email, or meeting. This gives you a complete view of your client relationships.
Efficient Document Management: Real estate involves a lot of paperwork. Your CRM should make it easy to store, organize, and retrieve documents. This helps streamline transactions and reduces the chance of mistakes.
Seamless Tool Integration: Your commercial real estate sales software should work well with other tools you use daily. These could include tools like email, calendar, and marketing platforms. This keeps your data consistent and up-to-date across all platforms.
Customizable Settings: Every brokerage is unique. Your CRM should allow you to adjust settings, create custom fields, and design workflows that match your specific needs.
Strong Mobile Access: In real estate, you’re always on the move. A CRM with a reliable mobile app lets you manage your business from anywhere, whether you’re at a property showing or meeting with clients.

With these features in mind, you can choose a real estate CRM that will help your brokerage grow. Up next, we’ll dive into the top CRMs for commercial real estate brokers, looking at their features, ratings, and pricing.

Also Read: Benefits of Using CRM in Real Estate to Manage Customer Relationships

Top CRM for Commercial Real Estate Brokers

Choosing the appropriate commercial real estate sales software might be a challenging undertaking, given the variety of options available. To help you make an informed decision, we’ve reviewed some of the top CRMs for commercial real estate brokers, focusing on their G2 ratings, key features, and pricing.

So, let's get started with the top cloud-based CRM software for commercial real estate.

1. Sell.Do

G2 Rating: 4.9/5

Sell.Do is a Dedicated CRM for Real Estate, Founded in 2011. It brings together sales processes, marketing, and client management into one system. This makes it perfect for brokers handling multiple projects. It offers tools that help you track leads and automate everyday tasks. With its focus on real estate, Sell.Do meets the unique needs of professionals in the field.

Key Features of Sell.Do

Sales Automation: Manage leads and automate workflows to simplify your sales process and cut down on manual work.
Omni-Channel Communication: Keep in touch with clients via calls, emails, SMS, and WhatsApp, all from one platform.
Inventory Management: Oversee projects, cost sheets, and reports in one place, giving you a clear view of your listings and their status.
Marketing Automation: Automatically nurture leads and connect with clients through platforms like Google and Facebook.

Pricing: Custom pricing is available upon request. You can also try it for free.

2. Salesforce

G2 Rating: 4.4/5

Salesforce is a flexible CRM known for scaling businesses of all sizes, including those in commercial real estate. It offers a wide spectrum of tools to manage sales, customer relationships, and marketing.

Key Features of Salesforce

Contact Management: Keep track of all client interactions and maintain detailed records for personalized communication.
Opportunity Management: Follow and nurture leads through every stage of the sales process.
Integration: Easily sync Salesforce with other tools you use, keeping everything connected.

Pricing: Choose the plan that best fits your needs:

Starter Suite: $24/User/Month (Billed monthly or annually)
Pro Suite: $100/User/Month (Billed annually)
Enterprise: $165/User/Month

3. HubSpot

G2 Rating: 4.4/5

HubSpot CRM is notable for its user-friendly design and powerful tools for sales, marketing, and customer service. It’s versatile and works well for businesses of all sizes.

Key Features of HubSpot

Reporting Dashboard: Easily visualize sales data to track how well you’re doing.
Pipeline Management: Keep tabs on deals from start to finish, ensuring you never miss an opportunity.
Sales Automation: Automate repetitive tasks, giving you more time to focus on closing deals.

Pricing: Select the plan that suits your business needs:

Free Tools: $0
Starter Customer Platform: Starts at $15/Month/Seat
Professional Customer Platform: Pricing is available upon request.

4. SharpLaunch

G2 Rating: 4.5/5

SharpLaunch is a CRM focused on commercial real estate marketing. It helps you manage leads, track performance, and automate tasks.

Key Features of SharpLaunch

Automated Tracking: Keep an eye on client interactions without manual effort. This allows you to stay updated on client engagement and follow up effectively.
Reporting and Analytics: Examine your sales and marketing performance to make better decisions. This provides you with valuable insights to refine your strategies and improve outcomes.

Pricing: They offer custom pricing.

5. Apto

G2 Rating: 3.3/5

Apto is designed specifically for commercial real estate brokers. It offers specialized tools to help you manage contacts, properties, and transactions.

Key Features of Apto

Appointment Setting: Schedule and manage client meetings easily. This ensures you never miss an opportunity. Stay organized and on top of your schedule.
Project Management: Manage real estate projects efficiently from start to finish. Coordinate every detail to ensure timely and successful project completion.

Pricing: They offer custom pricing.

6. ClientLook

G2 Rating: 3.6/5

ClientLook is a CRM designed for commercial real estate professionals. It focuses on making contact and property management simple and efficient.

Key Features of ClientLook

Property Management: Keep property listings organized and easy to manage. This ensures you can quickly access and update property information.
Collaboration Tools: Work together with your team seamlessly. This helps everyone remain on the same page.

Pricing: Experience ClientLook with flexible plans that suit your needs:

Free Trial: $0 for the first 4 months
Monthly Plan: $129/Month
Yearly Plan: $1,068/Year

7. Zoho CRM

G2 Rating: 4.1/5

Zoho CRM is a versatile customer relationship management tool designed to streamline your sales, marketing, and customer support processes. It offers a range of features that enhance productivity and improve customer interactions.

Key Features of Zoho CRM

Process Management: Manage your sales processes efficiently with Zoho CRM. Track each stage and ensure a smooth progression from lead to deal.
Lead Scoring: Prioritize your leads effectively using Zoho’s lead scoring system. This helps you focus on the most promising opportunities.

Pricing: Zoho CRM offers various plans to fit your needs:

Standard: $15/User/Month
Professional: $28/User/Month
Enterprise: $36/User/Month

8. AscendixRE CRM

G2 Rating: 4.3/5

AscendixRE is a commercial real estate CRM built on top of Salesforce. It offers advanced tools for managing contacts, tracking deals, and more.

Key Features of AscendixRE CRM

Core Contact Management: Manage all your client relationships efficiently. Keep track of interactions and build stronger connections.
Dashboard Management: Customize dashboards for better visibility. Tailor your view to focus on the metrics that matter most to you.

Pricing: Find the perfect plan for your needs.

xRE Foundations: $79/Month
xRE Enterprise: $99/Month
xRE Unlimited: $129/Month

9. Apptivo

G2 Rating: 4.4/5

Apptivo is a highly customizable CRM platform that offers a wide range of features designed for various industries, including commercial real estate.

Key Features of Apptivo

Contact & Account Management: Store and manage client data easily. Keep all your client information organized and accessible.
Opportunity Pipeline Management: Track deals through different sales stages. This helps you stay on top of your opportunities and close deals faster.

Pricing: They offer various plans.

Lite: $20/month
Premium: $30/month
Ultimate: $50/month
Enterprise plan: Custom pricing available.

10. Freshworks CRM

G2 Rating: 4.5/5

Freshworks CRM is known for its user-friendly interface and AI-powered features. It provides tools that help you manage client interactions and sales effectively. Freshworks is a good fit for businesses looking to combine ease of use with smart features.

Key Features of Freshworks CRM

AI-powered Features (Freddy AI): Get smart insights and automate tasks. This helps you make better decisions and work more efficiently.
24/5 Support: Access customer support when you need it. Get help with any issues that arise, ensuring smooth operation.

Pricing: Freshworks CRM offers various plans that you can choose from:

Growth: ₹749/user/month (billed annually)
Pro: ₹3,239/user/month (billed annually)
Enterprise: ₹4,899/user/month (billed annually)

These CRMs offer a range of features designed to help you manage your commercial real estate business more effectively. Whether you need advanced customization, powerful AI tools, or flexible pricing, there’s an option here to suit your needs.

With a clear understanding of the top CRMs, the next step is crucial: choosing the right CRM for your commercial real estate brokerage. Let’s explore practical tips to help you make the best decision for your business.

How to Choose the Right CRM

Picking the right commercial real estate sales software for your business is a big decision that can shape your success. It’s all about finding a system that meets your needs today and can develop with you tomorrow. Here’s how to make the right choice:

Understand Your Brokerage’s Needs: Start by identifying what you need the CRM to do. Think about the number of transactions you handle and any challenges you face in managing clients and properties. This helps you focus on the features that matter most.
Think About Scalability: As your business grows, your CRM should grow with you. Choose a platform that can handle more users, clients, and deals without slowing down. Scalability ensures your CRM remains useful as your operations expand.
Look for Customization Options: Every brokerage operates differently. A customizable CRM lets you tailor the platform to your specific workflows. Whether it’s adjusting dashboards or creating custom fields, make sure the CRM fits your business processes.
Prioritize Training and Support: Implementing a new commercial real estate sales software can be a big change. Ensure the provider offers clear training resources and reliable customer support. This makes the transition smoother and helps you get the most out of the CRM.
Check Integration Capabilities: Your CRM should work well with the tools you already use, like email, marketing software, and property management systems. Integration keeps everything connected, making your work easier and more efficient.

By focusing on these factors, you’ll find a CRM that fits your needs and supports your growth.

Once you’ve chosen the right CRM, the next step is to implement it effectively within your brokerage. Let’s explore how to seamlessly integrate your new CRM system to maximize its benefits and enhance your operations.

Enjoyed this? Dive into "Tailoring Your CRM: A Guide for Real Estate Success" to see how customizing your CRM can transform your business. Check it out now and start achieving your goals!

Conclusion

Transforming your real estate business into a well-organized, efficient operation is possible with the right commercial real estate sales software. Using CRM technology isn't just about staying up-to-date; it's a smart choice that can improve how you run your business and connect with clients.

For you, as a real estate agent or broker, adopting a CRM system means moving away from outdated methods. A CRM simplifies your work by automating everyday tasks, tracking client interactions, and giving you useful insights. This tool brings everything into one place, making your business easier to manage.

With Sell.Do, you get commercial real estate sales software that makes running your real estate business easier. It simplifies your daily tasks with easy-to-use features and strong support. Many top professionals trust Sell.Do to streamline their work, thanks to its smooth integration, useful insights, and reliable help. This tool is built to help you succeed.

To see these benefits for yourself, try Sell.Do. Start with a free demo and discover how CRM software can make a real difference in your daily operations.

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