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 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:

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
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
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
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

Can I customize the CRM to match my workflow?
Yes — the template is fully flexible. Add fields, filters, or even new pages to reflect how your team works.
Can I use a data source other than Airtable?
Absolutely. You can use Airtable, Google Sheets, Notion, HubSpot, or any of Softr’s 14+ supported data sources. The sample database is a reference to get you started.
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. 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’s native integrations or connect third-party tools like Zapier, Make, or Stripe to power automations and payments.