Commercial Real Estate CRM Template

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

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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 built-in Softr Database to show you how to structure your data for real estate workflows, and connects natively to Airtable, Google Sheets, Notion, monday.com, HubSpot, and other Softr-supported data sources if you prefer.

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:

Role-based access
Provide secure, role-specific logins for Admins and Administrators to manage, track and update property-related information
Property & unit lease management
Oversee the leasing process, including deal stage, lease negotiations, and property maintenance updates.
Contact & company records
Manage company and contact information in one place for streamlined communication.
Lease tracking & reporting
Automatically track lease terms, durations, and total contract value, and generate reports as needed.
Deal pipeline visibility
Add, manage and update deals in a simple and secure way so you have a complete overview of your pipeline.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

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
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your commercial real estate CRM is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

Can I customize the CRM to match my workflow?
Yes. Duplicate the template into your workspace, then prompt the AI Co-Builder to make the change: add a new Deal Stage, add a field to track a broker's commission split, or change what happens when a Unit's Occupancy Status updates. The AI Co-Builder updates your Deals, Properties, and Units tables and the interface for you.
Prefer hands-on control? Use the visual editor to rearrange pages, adjust role permissions, or edit records directly.
Can I use my own data source instead of the built-in database?
Yes. The template comes with a built-in Softr Database, and connects natively to Airtable, Google Sheets, Notion, HubSpot, or any of Softr's 17+ supported data sources if you prefer to use your existing data.
Can I invite multiple users with different permissions?
Yes. You can set up separate roles and permissions for admins, agents, property managers, and more.
Can this CRM track revenue or deal value?
Yes. It includes fields to track total lease value, deal stages, and contract timelines, so you can add calculations or filters to analyze revenue metrics.
Is it mobile-friendly?
Yes, the entire CRM is responsive across devices, so your team can access listings and deals on the go.
Can I connect this to other tools like Zapier or Stripe?
Yes. You can use Softr Workflows to automate real estate tasks, for example notifying the assigned agent when a deal's Stage changes to Won, or alerting your leasing team when a Unit's Occupancy Status changes to Vacant. You can also connect third-party tools like Zapier, Make, or Stripe to power additional automations and payments.