Commercial Real Estate CRM Template

Streamline listings, leases, and communications with a professional CRM built for commercial real estate teams.

Data sources supported

Softr Databases
Airtable
Google Sheets
Notion
Smart Suite
Xano
Coda
monday.com
Supabase
ClickUp
HubSpot
BigQuery
PostgreSQL
SQL Server
Maria DB
MySQL
REST API

Categories

CRM
Real Estate
Construction
IT & Operations
Professional Services

Overview

This free template helps commercial real estate teams manage property listings, leases, and tenant communication in one central workspace. It gives both agents and administrators the tools they need to collaborate and stay organized, ensuring efficient operation and relationship management in the commercial real estate sector.

It comes with a sample database to show you how to structure your data for real estate workflows — but it’s flexible enough to work with Airtable, Google Sheets, Notion, monday.com, HubSpot, and other Softr-supported data sources.

Why use this commercial real estate CRM template

  • Simplify property management: Replace scattered spreadsheets and inbox threads with one organized, searchable portal.
  • Give each role the right access: Agents, admins, and property managers can each log in to view and update only what they need.
  • Track deals from start to finish: Stay on top of negotiations, lease stages, and active units with full visibility across your pipeline.

Template features:

Who is this commercial real estate CRM template for?

This template is perfect for commercial real estate teams and property managers who want to reduce manual work and stay better organized. But it’s flexible enough for other industries too.

  • Brokerage firms: Manage inventory, listings, and client interactions in one workspace.
  • Leasing teams: Track negotiations, lease terms, and renewal timelines without messy spreadsheets.
  • Property managers: Oversee multiple units, maintenance, and tenant communication in a centralized portal.
  • Commercial developers: Use the CRM to monitor project status, contacts, and deals at every stage.
,

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin
Founder, Integral Ed

How to set up your commercial real estate CRM template

  1. 1
    Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
  2. 2
    Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
  3. 3
    Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
  4. 4
    Go live in minutes: Your commercial real estate CRM is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

Build your custom commercial real estate CRM today.

Build and launch your first app in under 30 minutes.
Start with template