As a commercial real estate professional, lead-generation and client management can often be number one on your list of time-consuming business necessities.
A successful commercial real estate venture depends on a solid database of targeted real estate leads and a directory of contented clientele.
Juggling your real estate lead practices with nurturing your current client relationships can often eat into your daily business activities.
To help simplify real estate lead generation and client relationship management, many CRE professionals rely on customer relationship management software (CRM). Here, we’ll look at the best of the best.
Top CRMs for CRE:
The Best Commercial Real Estate CRMs
A reliable real estate CRM can offer your business a range of benefits. A CRM database allows you to organize all of your data on your commercial real estate leads and clients and store this information in one place, allowing for easier management and data retrieval.
CRM software can also set you up for more effective lead management. With a CRM program, you can automate every aspect of your follow-up process, boost your pipeline management, and increase the number of deals you close by using data analytics.
However, with so many different CRM offerings on the market – it can be hard to narrow down your choices to find the best real estate CRM for you.
Our list below provides a breakdown of the best CRMs for CRE businesses, based on their ability to help you easily manage your commercial real estate database and generate real estate leads.
In addition, we have also factored in how easy each interface is to use, their added features, customer support standards, and the ease with which you can integrate them with the other programs you rely on.
Zoho is one of the most popular choices of commercial real estate CRM on the market. Zoho’s CRM is excellent to use if you are looking to boost your lead conversion rates, as you can use email analytics and automation to fine-tune your lead generation processes.
In addition, Zoho can be integrated with a wide range of business tools, including Zpaier, Outlook, G-Suite, Twitter, and Facebook. Overall, Zoho is an intuitive CRM that can give you a marketing edge and assist you in closing deals faster.
Hubspot’s biggest selling point is that it provides several advanced features for free. A free account allows you to upload an unlimited number of contacts and users, making it the ideal choice for both smaller and larger businesses.
Despite the absent price tag, HubSpot doesn’t lack any of the impressive features shared by the other CRMs on our list. With HubSpot’s CRM, you can manage your contacts, track emails, access email templates, utilize lead analytics, and integrate your HubSpot CRM database with your email providers.
If you pride yourself on your organizational aptitude, Base may be the ideal real estate CRM solution for you. Base CRM lets you sync and store every one of your emails, call recordings, and business notes, so that they can all be conveniently accessed and managed from the Base CRM database.
Furthermore, Base is a sound option for deals and sales management. It provides a number of intuitive sales tools, allowing you to both track and enhance your sales processes.
Base CRM can also be downloaded onto your smartphone, so you can easily manage your business processes away from the office.
Salesforce is another popular CRM tool, designed to meet the specific needs of commercial real estate professionals. Salesforce’s software allows you to efficiently organize, track, and manage your leads, marketing campaigns, commercial property information, and client interactions.
With Salesforce, you can easily sync your contacts from Outlook and automate your email follow-ups. The data of your prospects and clients can be stored along with their contact information, history, and preferences, so that everything can be easily organized and retrieved in the future.
In addition, Salesforce CRM uploads all of your data onto the cloud. As such, all of your important information can be accessed from any device, from any location, making it a fitting choice for commercial CRM on the go.
One of the best-rated real estate CRMs on the market, Apptivo offers fantastic customization options and customer support. The platform supports easier time-management and task assignment, allowing you to customize your homepage based on both your agenda and calendar. You can also customize your task view to show overdue, upcoming, and completed tasks.
Apptivo also offers 24-hour support – ideal for speedy troubleshooting and problem solution. This CRM is highly cost-effective, with prices beginning at $8 per month.
However, despite the application’s many plus points, Apptivo CRM doesn’t offer the extensive integration services offered by the majority of the other CRM databases on our list.
Netsuite, offered by Oracle, has a cloud-based CRM, popular among commercial real estate professionals for its excellent lead automaton and tracking features. Netsuite allows you to easily integrate the system with your digital address book and email providers, so that you can easily utilize your client data on their interface.
However, some online reviewers noted that they struggled with the initial learning curve when first accessing Netsuite’s system. Online reviewers were also critical of Netsuite CRM’s support services, labeling them unreliable and slow.
Chime was uniquely designed to meet the needs of small to medium-size commercial and residential real estate businesses. Chime’s easy-to-use interface is used by several successful CRE businesses to manage their commercial real estate clientele, and track and improve lead-generation processes.
Chime CRM also makes use of AI-assisted advertising, which you can utilize to build branding ads and to boost your lead generation through intent targeting, digital ad strategy optimization, and intuitive keyword optimization. Chime’s AI-advertising software automatically collects and analyzes your data, rigorously testing the best strategies for your business.
In addition, Chime CRM also provides its users with a customizable Internet Data Exchange website (IDX), which your clients can use to browse commercial properties and make any inquiries through the IDX’s live messenger.
Maximizer provides intuitive customer relationship management software, which the majority of reviewers in the commercial real estate field find both effective and simple to use. With Maximizer, you can easily integrate your email address books and upload large amounts of data quickly and efficiently.
Maxmizer CRM can also be integrated with several other business tools, such as Word, SharePoint, and Excel, allowing for greater efficacy across every aspect of your business. You can also use the software’s built-in Web, SQL, and Excel reports to step-up your business management processes. Furthermore, Maximizer CRM offers marketing automation and can be used to plan, automate, and analyze your lead-generation efforts.
Maximizer is also complimented by many commercial real estate professionals for its excellent customer support. The company offers easy-to-follow onboarding processes and follow-up support can be accessed via email and chat. Maximizer also provide an online knowledge base, where you can access guides on how to make the most of the tools available and troubleshoot any problems you may have.
Infusionsoft‘s CRM was designed to meet the needs of both small and medium-sized businesses. Infusionsoft presents itself as the full package when it comes to managing client information, crafting successful direct marketing and email campaigns, and effective lead generation. Infusionsoft CRM’s automaton, data analytics, and tracking tools can be used to help you to better utilize your data to source commercial real estate leads and win more business.
In addition, your data can be organized using your calendar and “tasks” lists, so that you can easily manage the day-to-day processes of your business and ensure that everything runs according to schedule. The system’s winning customizable organizational offerings also make data retrieval all the more efficient. In addition, Infusionsoft offer a 14-day free trial, so you can sample their database before you make any purchases.
Boomtown was designed as an integrated CRM and lead-generation tool for residential and commercial real estate professionals. As a real estate CRM, you can use Boomtown to craft email sequences, seamlessly track all of your tasks, and enhance your lead-generation game with their marketing and data analytics features.
Moreover, the Boomtown interface is SaaS based – so you can access it from both your laptop, smartphone, or tablet.
ClientLook is an excellent choice for commercial real estate brokers and investors, looking for an easy way to manage their commercial real estate leads and contacts. Voted ‘Best Overall Real Estate Tech Site,’ ClientLook boasts some impressive stats, including a 99% renewal rate.
ClientLook allows you to manage every integral aspect of your commercial real estate business, including your properties, leads, clients, and deals. ClientLook has tailor-made sections for each component of business to maximize business management efficiency in every area.
In addition, the software can also be integrated with several other CRE apps and services. You can connect RPR, Buildout, Google, TheAnalyst PRO, and MailChimp to the database.
AppFolio stands out as one of the best real estate CRMs for commercial property managers. An industry favorite, AppFolio provides a technical solution for every aspect of the property management process. AppFolio can simplify lead generation, prospecting, property advertising, task assignments, rent collection, and maintenance requests.
Buildium is another popular choice for busy commercial real estate professionals. Noted as being one of the easiest CRM programs to use and integrate with supporting software, Buildium is a great choice for a quick and painless setup.
Buildium can also enhance your networking strategies, as the interface also connects you to a sizable network of targeted leads in your sector. You can also advertise your services on the Buildium platform, targeting your ad based on the location of your most promising leads.
Finding Real Estate Leads for Your CRM
A real estate CRM is a necessary addition to the lead and client management process, but the best real estate CRMs need to be fueled by a database of targeted real estate leads.
With several filtering options including location, asset type, and recency of sale, Reonomy is the leading lead-generation tool for the commercial real estate sector.
Reonomy Marketing can also help build property owner lead lists very quickly, then export that list to be used where ever you see fit—including your CRM.
The Reonomy database contains ownership information for over 54M commercial properties, including up-to-date contact information for property owners. As such, Reonomy works in tandem with the latest commercial real estate CRMs on the market, powering your lead-generation efforts.
Real estate CRMs can help you save time and money by integrating your data into one platform. With the latest market offerings providing the added advantages of data analytics tools, lead-generation services, and email automation, a reliable real estate CRM is a wise investment for every commercial real estate professional.