CRM & Transactions
Best AI CRM and Transaction Tools for CRE
Relationships and deals are the broker's product. These CRM and transaction tools use AI to manage pipelines, automate follow-up, and move deals from prospect to close faster.
- 60
- Tools listed
- Vetted
- By the Community
The short answer
The best CRM and transaction tools use AI to keep pipelines warm and deals moving: automating follow-up, surfacing the next best action, and reducing the administrative drag of transaction management. Choose by whether you need broker-first CRM, transaction management, or both in one platform.
CRM & Transactions tools
| Tool | What it does | Pricing | Access |
|---|---|---|---|
| 4Degrees | Relationship intelligence and deal flow CRM designed for deal-driven teams in private equity, VC, investment banking, and... | Enterprise | API |
| Acreus | CRM and deal management platform purpose-built for commercial real estate developers. | Freemium | FreeTrial |
| Aframe Software | Transaction management and CRM platform for real estate professionals. | Subscription - from $54 | Trial |
| Alto | UK estate agency CRM that handles sales, lettings, property management, and accounts in one platform. | Enterprise | |
| AscendixRE | Salesforce-based CRM built specifically for commercial real estate brokers and capital markets professionals. | Subscription - from $79 | Trial |
| Attio | AI-native CRM built for modern go-to-market teams with a "Notion for CRM" approach. | Freemium | FreeTrialAPI |
| Botway | AI-powered real estate brokerage platform that handles buying, selling, and renting for a 1% fee. | Usage-Based | FreeTrial |
| Buildout | Buildout is the leading full-lifecycle brokerage platform for CRE brokers, covering prospecting, CRM, marketing automation, and... | Subscription - from $85 | API |
| Clarify AI | AI-native autonomous CRM built for founder-led startups and small sales teams. | Freemium | Free |
| Clarity Matrix | A CRE-specific Notion CRM template and community system built by a commercial real estate broker for other CRE brokers. | Subscription | |
| CommercialEdge | Yardi's all-in-one CRE platform covering market research, listing syndication, deal management, lease creation, and commission... | Subscription - from $250 | TrialAPI |
| Conrad | AI-native networking and CRM platform for residential real estate professionals that connects agents, mortgage brokers,... | Freemium | FreeTrial |
| Contre | Contre is an AI-powered contract and transaction document analysis tool built for real estate agents and brokerages. | Freemium - from $26.25 | FreeTrialAPI |
| Crexi | Crexi is a commercial real estate marketplace and data platform covering the full transaction lifecycle, from listing and... | Freemium | FreeAPI |
| Dan AI | AI assistant built specifically for retail and commercial real estate brokers. | Subscription | Trial |
| Day AI | AI-native CRM that automatically ingests emails, meetings, and Slack conversations to build a living customer intelligence graph,... | Freemium - from $10 | FreeAPI |
| Deal Manager AI | AI-powered deal management platform built for small-to-mid-sized CRE brokerages and investment firms. | Subscription - from $99.99 | Trial |
| DealNav | Map-based CRM and deal management tool purpose-built for real estate acquisitions and brokerage professionals. | Subscription | |
| DocuSign | The leading electronic signature and Intelligent Agreement Management (IAM) platform used by 1.7 million businesses worldwide. | Freemium - from $10 | TrialAPI |
| EasyDigz | All-in-one real estate transaction management platform built for growing brokerages. | Subscription - from $399 | TrialAPI |
| Enaia | CRM, workflow, and insights platform built exclusively for CRE brokers. | Subscription - from $109 | TrialAPI |
| Endpoint | Digital title and settlement company that streamlines the closing process for real estate agents, investors, buyers, and sellers. | Enterprise | API |
| Folk | AI-powered CRM that captures contacts from LinkedIn, email, WhatsApp, and 5,000+ integrations into a single workspace. | Subscription - from $24 | TrialAPI |
| Follow Up Boss | Real estate CRM and lead management platform that centralizes leads from 250+ sources and automates follow-up via calls, texts,... | Subscription - from $58 | TrialAPI |
| FreedomSoft | All-in-one CRM and deal management platform built for residential real estate investors, wholesalers, and land flippers. | Subscription - from $147 | API |
| Funnel Leasing | AI-infused CRM and renter management platform built exclusively for multifamily operators. | Subscription - from $2.05 | |
| Happenstance Research | AI-powered people research tool that builds detailed profiles on anyone, pulling from LinkedIn, Twitter, Gmail, and other public... | Freemium | FreeAPI |
| HubSpot | All-in-one CRM and customer platform covering marketing, sales, service, content, and data in a single AI-powered system. | Freemium | FreeTrialAPI |
| InvestorFuse | CRM and lead management system built specifically for real estate investors doing acquisitions. | Subscription - from $147 | |
| Leapwise | Leapwise is an AI-powered workspace built specifically for retail real estate brokerages. | Enterprise | |
| LeaseUp | AI-enabled CRE deal platform built for tenant rep brokers to manage the full transaction lifecycle, from site selection to signed... | Subscription - from $100 | TrialAPI |
| Lightfield | AI-native CRM built by the founders of Tome (20M+ users) that automatically captures every customer interaction from emails,... | Subscription - from $99 | TrialAPI |
| ListedKit | AI-powered transaction management platform built for real estate agents and transaction coordinators. | Usage-Based - from $9.99 | FreeTrial |
| Locate.ai | AI-native retail real estate brokerage that combines proprietary AI models with experienced broker expertise for data-driven site... | Enterprise | |
| Lofty | AI-powered all-in-one CRM and marketing platform built for residential real estate agents, teams, and brokerages. | Subscription - from $499 | API |
| MaxHome.AI | AI-native operating system for residential real estate brokerages that automates transaction coordination, document management,... | Enterprise | |
| mercero | AI-powered CRM built specifically for commercial real estate brokers and investors. | Subscription - from $200 | Trial |
| Modern Realty | AI-powered CRM for real estate agents that drafts follow-up messages, scores leads automatically, and manages communications... | Subscription - from $149 | TrialAPI |
| NetHunt CRM | Gmail-native CRM that turns your inbox into a full sales pipeline management tool. | Subscription - from $24 | TrialAPI |
| Paperless Pipeline | Transaction management software for real estate brokerages, teams, and transaction coordinators. | Subscription - from $65 | TrialAPI |
| PARES AI | All-in-one AI platform built for CRE brokers and investors to source, underwrite, and market deals from a single workspace. | Subscription | |
| Pipe.CRE | AI-powered end-to-end operating system for commercial real estate teams that centralizes every stage of a deal, from property... | Enterprise | |
| Pipedrive | Sales pipeline CRM built for small and mid-sized teams to manage leads, track deals, and automate follow-ups. | Subscription - from $14 | TrialAPI |
| Point Acquisitions | Point Acquisitions is a private equity firm and commercial real estate iBuyer that purchases value-add properties directly from... | Free | Free |
| Propy | AI-powered title and escrow platform that automates the real estate closing process using an AI agent (Avery) and blockchain... | Usage-Based | |
| Qobrix | All-in-one real estate CRM platform built for property developers, brokerages, and asset managers. | Subscription - from $27 | TrialAPI |
| RealNex | All-in-one CRE platform combining CRM, financial analysis, presentation builder, transaction management, and property marketplace. | Subscription - from $134 | Trial |
| RealPact | RealPact builds voice-powered AI agents for residential brokerages that automatically pull deed, tax, and property records from... | Enterprise | |
| REHQ | CRE prospecting and deal management platform built by brokers for brokers. | Subscription - from $125 | Trial |
| REI BlackBook | All-in-one CRM and marketing platform built specifically for real estate investors, wholesalers, rehabbers, and landlords. | Subscription - from $97 | TrialAPI |
| Renlo | AI-native operating system built specifically for CRE brokerages. | Enterprise | |
| REsimpli | All-in-one CRM and operations platform built specifically for real estate investors focused on wholesaling, flipping, and rentals. | Subscription - from $149 | Trial |
| Rexera | Rexera deploys a fleet of specialized AI agents to automate real estate closing workflows, including HOA document retrieval,... | Enterprise | |
| Ridley | AI-powered home selling platform that replaces the traditional 6% agent commission with a flat-fee model. | Freemium | Free |
| Salesforce | The world's leading CRM platform, offering Sales Cloud, Service Cloud, Marketing Cloud, and AI-powered Agentforce agents on a... | Freemium | FreeTrialAPI |
| Spotlight Realty | AI-powered real estate brokerage serving sellers and landlords in New York City and Long Island. | Usage-Based | |
| Ten-X | Ten-X is the leading online auction and transaction platform for commercial real estate, enabling brokers, owners, and investors... | Usage-Based | Free |
| Terrakotta.ai | AI-powered power dialer and property database built specifically for CRE brokers and acquisitions teams. | Subscription | API |
| TurboHome | AI-powered residential real estate brokerage that replaces the traditional agent commission with a flat fee of $7,500 for most... | Usage-Based | Free |
| Wise Agent | All-in-one real estate CRM built for agents, teams, and brokerages that combines lead management, contact organization, drip... | Subscription - from $49 | Trial |
Part of the 700+ tool database tracked and vetted by the Community. Tap any tool for the full review.
How to choose
Three rules before you buy anything.
Start with the workflow
Do not shop by AI label. Find the workflow where your team loses the most time, then apply AI there first.
Match your data and stack
The right choice depends on the quality of your data and whether the tool fits the systems your team already uses.
Layer, do not replace
Build on a general assistant, then add purpose-built tools where the time savings justify the cost. No single tool does everything.
From the Community
We test every AI tool so you do not have to.
The AI for CRE Collective tracks 700+ tools and maps them to role-based workflows for brokers, investors, developers, and asset and property managers. Join 775+ members, or get the daily newsletter read by 8,000+ CRE professionals.
Frequently asked
What is the best AI CRM for commercial real estate brokers?
The best CRE CRM is one built around broker workflows, using AI to prioritize outreach, automate follow-up, and track deals through the pipeline. Brokers who want fewer tools should look for platforms that combine CRM with transaction management.
How does AI help close CRE transactions faster?
AI reduces the administrative friction in transactions: drafting communications, tracking tasks and deadlines, and keeping deal documents organized, so brokers spend more time advancing deals and less time on coordination.
Keep exploring
See the complete guide to the best AI tools for commercial real estate, or browse another category below.
- Deal Sourcing & UnderwritingBest AI Tools for Deal Sourcing and Underwriting in CRE
- Data & Market IntelligenceBest AI Tools for CRE Market Data and Intelligence
- Finance & CapitalBest AI Tools for CRE Finance and Capital Markets
- Property & Asset ManagementBest AI Tools for Property and Asset Management
- Development & ConstructionBest AI Tools for CRE Development and Construction
- Lease ManagementBest AI Tools for Lease Management and Abstraction
- Legal, Compliance & Due DiligenceBest AI Tools for CRE Legal, Compliance and Due Diligence
- Marketing & LeasingBest AI Tools for CRE Marketing and Leasing
- Productivity & AI AssistantsBest AI Assistants and Productivity Tools for CRE
