Best Commercial Real Estate CRM 2024: Broker Approved
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Commercial real estate agents need a great customer relationship management (CRM) platform to thrive and scale in the competitive industry. Without one, it can mean mismanaged resources, fumbled leads, and, worst of all—lost money. I’m AJ, and I’ve used just about every platform under the sun (while scaling my business to a successful multiple seven-figure exit). I’ve learned what works (and doesn’t) and aim to share that knowledge with fellow entrepreneurs . So, let’s dive into my list of the best commercial real estate CRM software, sure to help you take your business up a notch . At the end, I share some can’t-miss tips to help you choose a platform! After years of SBB testing, here is our list of the best CRM for commercial real estate: Best Commercial Real Estate CRM For Integrations: HubSpot Best Commercial Real Estate CRM For Lead Management: Zoho CRM Best Commercial Real Estate CRM For Telephony: Freshworks Best Commercial Real Estate CRM For Automation: Monday.com Best Commercial Real Estate CRM For Lead Prospecting: Zendesk Sell Best Commercial Real Estate CRM For Ease of Use: Close CRM Best Commercial Real Estate CRM For Startups: Less Annoying CRM Best Commercial Real Estate CRM For Client Management: Vtiger Best Commercial Real Estate CRM For Pipeline Management: Pipedrive
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My team and I put each of these CRM platforms to the test (over six months). We went in-depth on the following metrics:
Hands-On Experience
Feature Assessment
Customer Support
Third-Party Reviews
Ease of Use
Scalability
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot CRM: Best For Integrations
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
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HubSpot
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Why We Picked HubSpot CRM
HubSpot is a powerhouse CRM system designed to help businesses scale to new heights. Here are some great features for commercial real estate brokers: Integrations Pipeline management Mobile app Client management Workflow automation HubSpot is an absolute beast of a sales, marketing, and service solution. It’s powerful, easy to use, and it’s 100% free to use. You really can’t go wrong with HubSpot.
HubSpot CRM Features
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Integrations
Integrating all your platforms with your CRM is crucial for brokers. Luckily, HubSpot delivers some of the very best integrations in the game. The CRM software offers over 500 native integrations with its App Marketplace (shown below). Some standouts for real estate brokers include the following: QuickBooks MailChimp Zoom Xero Slack Zapier Google Analytics Calendly HubSpot offers just about every integration you could possibly need to streamline your workflow and increase efficiency. The powerful Zapier pairing opens the door for over 6,000 additional third-party apps , meaning you can truly customize your CRM experience to fit your unique business needs. Plus, HubSpot makes creating custom apps and integrations easy with its APIs. The takeaway: HubSpot is the king of integrations, making it a top choice for commercial real estate brokers looking to streamline their workflow.
Client Management
Clients are the backbone of any successful commercial real estate business, and HubSpot helps you manage them with ease. The platform’s contact management tools allow you to store all client information in one centralized location, making it easy to access and update as needed. You can set reminders for follow-ups, schedule meetings, and track communication history with clients. Plus, adding a new client is as easy as one click (and filling out a few fields). Each card allows you to add and edit the following info: Name Contact owner Job title Phone & email Lifecycle stage Lead status Attachments & notes Tags Custom fields This means you always have the most up-to-date information on your clients at your fingertips. Here’s a look at HubSpot’s client dashboard (with some sample data added). The dashboard is fully customizable, so you can view the data that matters most. The rundown: HubSpot’s contact management tools make it a top choice for real estate professionals looking to stay organized as they scale.
Workflow Automation
Automation can help you build your business without having to cut corners. It’s a fantastic tool to have in your arsenal as a commercial real estate agent. With HubSpot, you can easily automate tasks using its visual workflow builder (screenshot below). Here are a few key tasks you can automate for your commercial real estate business: Updating client data Assigning team members to deals Scheduling & sending follow-up emails Nurturing leads Sending task reminders Updating deal stages If you’ve got any hesitation about implementing automation, don’t worry. HubSpot offers a variety of powerful premade templates (shown below) to help you get started. These templates allow you to take advantage of complex automation (without the headache). The need to know: HubSpot is a fantastic tool to take your automation game up a notch. It’s perfect for busy real estate agents who want to build their business (without growing pains).
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Check out our extensive HubSpot pricing guide!
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transform: scaleY(1);
}
#uc_ue_table_elementor_6ac910e3 .ue-table__search-fields li {
display: flex;
align-items: center;
gap: 0.5em;
}
#uc_ue_table_elementor_6ac910e3 .ue-table-icon {
position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}
.ue-table__templates-container {
display: none;
}
#uc_ue_table_elementor_6ac910e3 .tabulator-cell {
white-space: normal;
}
#uc_ue_table_elementor_6ac910e3 .tabulator-responsive-collapse {
white-space: normal;
}
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_6ac910e3 .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_6ac910e3 .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_6ac910e3 .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_6ac910e3 .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_6ac910e3 .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_6ac910e3 .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_6ac910e3 .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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