July 20th, 2020 | Updated on April 13th, 2021
Customer relationship management or CRM is a technology that allows real estate agents and brokers to manage their leads and keep their customers engaged with them.
While evaluating commercial real estate CRM’s focus was on analyzing price, features, usability, support, report, and any app integrations. This was then used to figure out the six best commercial Real Estate CRM.
Real estate agents and brokers need the CRM software as it provides highly strong contact management and the ability to track each sale and report and monitoring it.
Some of the automated follow-up features and the ability that you can customize it as per your needs make the software a very important help.
Below are mentioned the criteria that we used to find the best commercial real estate CRM.
- Price : The CRM software should be cost-effective in the sense that the features offered should be value for money. Apart from that demo access, price breaks on annual payments and free trials are also to be considered.
- Features : A perfect CRM software should have an easy to understand and use interface along with features like a mobile app, contract management, and features that can address the needs of real estate.
- Sales reporting : There should be a facility for generating a sales report. It should consider the basic information and provide customized measurements.
- Third-party integration : The manner in which a CRM can integrate with other third-party solutions will decide how useful it is. While some CRM’s add the services others only synchronize the interface.
- Customer support : Customer service is crucial and needs to provide them with help using various methods like chat, phone, email, video, etc.
1. Centra Hub CRM
Centra Hub CRM is fully customizable, which is integrated with sales, marketing, and service. It has excellent experience in offering highly customizable CRM solutions. Automates lead generation, nurturing, and support for all growing businesses.
We have field staff servicing real estate assets of our clients including maintenance contracts of PPM, ad-hoc maintenance and cleaning requests, and contracting jobs for one-off projects. We have a fleet of vehicles, tools, assets, and spares that we stock and mobilize for various jobs.
2. Zoho CRM
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM’s AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches.
Overall, I would strongly recommend ANY business to try it out. Check out the free version and you’ll still get a lot of value out of it. Their Paid versions are absolutely worth it. We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends automated alerts when a new lead is entered, and users can also configure automatic reply emails for new leads.
Works equally as well for single Realtors as Teams. Incorporates everything you need to works with clients including texting, emailing and calls inside the software. It’s really a one-stop-shop for my real estate business.
Freshworks is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.Key features include one-click phone, sales lead tracking, sales management, event tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails.
We are using Freshworks for our sales department and for client management through projects at my web design company in Nashville. It allows us to automate communication so we can send personalized messages to get people to set up calls. Then we have integrations with other apps to move leads and existing customers through a pipeline so it only sends them the relevant notifications and follows up when appropriate.
Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. Businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, and call management
Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results.
A complete software package for every appraisal company – small to large, residential and commercial. Anow makes running your appraisal business easy, fast and secure. Enjoy a setup that takes hours—not weeks—to get up and running.
The features I like the best as administrator is the ability to customize to our company’s most frequent appraisal request. i.e. report, loan and property types, Task management is absolutely wonderful.
Buildout is the only commercial real estate software developed for the entire brokerage. Since launching in 2010, Buildout has pioneered the leading marketing solution for CRE—now, Buildout Elite is applying that power to the rest of the brokerage with Database, Marketing Projects.
Buildout is an all-in-one Commercial Real Estate marketing platform. Our team’s favorites features are the property websites, customizable marketing templates, the ability to design retailer maps and floor plans and its integration with other platforms such as ClientLook.
REthink by Think Tech Labs is a cloud-based customer relationship management (CRM) solution designed for the real estate industry. REthink assists in buying, selling, leasing and managing properties that can be used by real estate professionals.
The custom objects included a lot of the information that we needed, so we didn’t have to built it all out ourselves. Being able to refresh our listings with the most recent MLS data made it easy to keep our listings up to date and prevented having to enter listing information more than once. The support team was very responsive.
9. HubSpot CRM
HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate and more. It offers features including outbound and inbound marketing, sales automation, sales pipeline management, customer relations management, email tracking, lead management, contact management and more.
A Complete No Brainer Just took the time to do a little research on the Free CRM on places Like YouTube and was pleasantly surprised at all that so many people were saying about it all So signed up on the free entry-level programme, that has all that I need, messed about with for a bit and took the time to see what is possible to implement and execute using it and fell in love with all that the the FREE CRM solution had to offer.
10. FreeAgent CRM
FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights without leaving the page.
FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one revenue-focused team. The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time.
11. Salesforce Sales Cloud
The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads.
Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability.
Apto is a web-based software that helps users manage properties, contacts, listings and deals anytime, from anywhere and via any device. Whether a user is a property owner, tenant or investment sales representative, this software will help improve business operations and convert more leads in less time.
The reminders you can set for yourself are very helpful. Seeing how your volume of calls compares to those at your company helps motivation. The flow of the program is easy to follow.
ClientLook is a cloud-based real estate CRM solution which helps agents, developers and brokers manage events, track properties and organize contacts. The software allows users to monitor property ownership by checking lease expirations and tenant movements. The solution provides access to the inventory module of personal property and contact database.
Made by commercial real estate brokers for commercial real estate brokers. Well thought out including the ability to track many relationships including properties, tenants, investors, and assorted stakeholders for a deal. I use the Android App every day. I especially like to integration with AnalystPro.
14. Chapps Building Inspector
The Chapps Building Inspector product is SaaS, Android, iPhone, and iPad software. Chapps Building Inspector offers a free trial. Chapps Building Inspector includes online support. Chapps Building Inspector is building maintenance software, and includes features such as asset tracking, commercial properties, customer database, dispatch management, job costing, job managemen.
This app is essential for our expert-network. As a specialized rental inspection company with over 70 experts we need a reliable, easy-to-use yet complete solution.verything in the app is predefined in great detail, but this app is not just an interactive checklist.
Backshop is a fully featured Real Estate Software designed to serve Startups, Enterprises. Backshop provides end-to-end solutions designed for Web App. This online Real Estate system offers For Investors, Strategic Planning, Cash Flow Analysis, Portfolio Management, Deal Management at one place.
NetSuite Manufacturing Edition offers an integrated inventory, warehouse management, accounting and financial management, order management, customer relationship management (CRM), and e-commerce platform. Offered as a cloud-based solution and delivered over the web, NetSuite can be used by manufacturing businesses to manage production orders, ensure base inventory level restocking, and ensure the success and quality of special orders.
User friendly software!!! Great for custom reporting and searches, able to import payroll in a few minutes, drill down feature, web-based you can use anywhere and open multiple windows at the same time. The ability to scan in AP backup which saves space and time on billing and audits, recent activity allows you to find what you did last quickly.
17. Maximizer CRM
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution’s marketing automation application includes integrated campaign planning, email campaigns and marketing analytics.
We use Maximizer CRM as our primary customer relationship management software. We track our customers with it, we manage our service organization and everyone in the company uses the shared calendar.
Elliot’s state-of-the-art platform allows property owners to keep their finger on the pulse—helping owners streamline communication between their tenants and staff while effectively managing their buildings from a single platform.
19. Boomtown CRM
Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The application is SaaS based and can be accessed from an iPad, smartphone, and a tablet.
There was an agent in our office recently who my broker was recruiting and I mentioned to him that one of the elements I thought he would enjoy abnout working with us was our dedication to having great systems in place, especially BoomTown when it came to managing his deal flow.
AscendixRE is a commercial real estate CRM. Manage your properties, leases, listings, deals, contacts, accounts, activities in one place and from anywhere. Intuitive deal flow, interactive stacking plans, advanced search, commission calculations.
After considering other CRM database options, one of my colleagues suggested I look into AscendixRE. The platform is made specifically for Commercial Real Estate professionals and is customizable to your needs.
21. Buildium CRM
Buildium is a cloud-based property management software that enables managers of residential and association properties to take control of every aspect of their business, whether in the office or fully remote, including online rent & payments, vacancy management, maintenance cycles, and accounting.
Overall, my experience has been fantastic. I took my time onboarding over a period of about 3 months, then I ran the software concurrent to QuickBooks for 2 months, cutting Quickbooks off on Jan 1 and using Buildium exclusively.