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Commercial Real Estate

Run your deals like the firms winning every mandate.

Your pipeline is too complex for spreadsheets and too valuable for a CRM that doesn’t understand commercial real estate. monday.com CRM gives your team the deal visibility, automation, and speed that used to require a six-figure Salesforce build.

Book Your CRE Walkthrough →See workflows
Zero data loss migrationOfficial monday.com partnerCRE-specific workflows built in
78%
01 · CRE
of CRE firms have adopted cloud-based brokerage software
26%
02 · CRE
increase in sales productivity with comprehensive CRM
$28
03 · CRE
per user/month, not $300
60 days
04 · CRE
faster sales cycles with proper pipeline management
What becomes possible

Operate like a top-ten brokerage

The same deal visibility and automation that CBRE, JLL, and Cushman & Wakefield invest millions to build, configured for your team in weeks, not years.

  • Pipeline visibility across every dealReal-time dashboards showing every transaction from prospect to close. CBRE’s Deal Flow platform tracks over 1.1M investors. You can have the same visibility for your team of 15.
  • Automated lease and deadline managementDate-triggered workflows that surface expirations 18 months out and fire renewal outreach automatically. No spreadsheet reviews, no missed options.
  • Relationship intelligence at your fingertipsKnow who in your firm has the warmest relationship with every landlord, tenant, and investor. The same capability that JLL and Cushman & Wakefield pay millions to build.
Sound familiar?

The problems costing you deals

Every CRE brokerage hits the same walls. Here’s what we hear in every discovery call.

01 · YOUR DEALS

Your deals don’t fit inside a generic CRM

Properties, leases, multi-party transactions. Generic CRMs model Contacts→Companies→Deals. CRE models Properties→Tenants→Leases→Deals→Comps. That mismatch costs you time on every transaction.

02 · YOUR COMP

Your comp database lives in someone’s spreadsheet

Closed deals should be reusable data. Instead they’re archived in Excel files on individual laptops, unsearchable and unfilterable when you need them for a client pitch.

03 · LEASE EXPIRATIONS

Lease expirations slip through the cracks

No automated alerts 18 months before expiry. No renewal pipeline. Tenants re-sign direct because nobody got the reminder. That’s revenue walking out the door.

04 · SALESFORCE COSTS

Salesforce costs more than it’s worth

$200–300/user/month before CRE customisation. Months of implementation. Three releases a year that break your workflows. And brokers still won’t use it.

How it works

Your CRE challenges, solved in monday.com

Every workflow below is built during your implementation, configured to match your exact deal stages, property types, and team structure.

Workflow 01
Tracking lease expirations across your portfolio
Automated date-triggered renewal pipeline with customisable alert windows (6, 12, 18 months)
Automations
Workflow 02
Managing 6–10 parties across a single deal
Connected boards linking properties, contacts, brokers, attorneys, and lenders with role-based views
Connected Boards
Workflow 03
Building comp reports for client pitches
Closed deals auto-populate a searchable comp database, filterable by submarket, type, and date
Dashboards
Workflow 04
Calculating multi-party commission splits
Formula columns handle tiered rates, co-broking splits, and payment schedules, no more Excel waterfalls
Formulas
Compare the cost

CRE CRM pricing, side by side

monday.com CRM delivers enterprise-grade functionality at a fraction of the cost of legacy platforms.

PlatformPriceNotes
monday.com CRM Pro$28/user/moFull CRM + work management in one platform
AscendixRE$79–129/user/moRequires Salesforce license on top
Buildout Rethink~$129/user/moFragmented multi-product stack
Salesforce (custom)$200–300+/user/moMonths of implementation, ongoing admin costs
HubSpot Enterprise$150+/user/moCustom Objects paywalled, 2-pipeline limit on Starter
Our services

How we help CRE firms.

CRM & Workflow Design

Custom CRE board architecture

Learn more →

Data Migration

Zero-loss migration from any platform

Learn more →

AI-Powered Automation

Automated lease alerts and workflows

Learn more →
Common questions

Honest answers from CRE firms.

Is monday.com a real CRM for commercial real estate?+
Absolutely. monday CRM is a standalone product with pipelines, email sync, and AI lead scoring. Where it shines for CRE: when a deal closes, it can auto-create boards for lease admin, property management, or construction tracking, something no traditional CRM does out of the box.
We already have CoStar and LoopNet. Isn’t that enough?+
CoStar is market intelligence; LoopNet is a listing marketplace. Neither tracks relationships, pipeline stages, or team activity. monday.com CRM is complementary: it manages the people, deals, and workflows that CoStar and LoopNet don’t touch.
Our deals are too complex for a standard CRM.+
monday.com is better suited for bespoke deals precisely because it’s built on a flexible Work OS. Create pipeline stages matching your actual process. Connected boards link properties→contacts→deals→tasks. You’re not forcing your workflow into someone else’s template.
We tried a CRM before and brokers didn’t use it.+
45% of agents use CRM at most a few times a month. The reason: tools like Salesforce were built for enterprise orgs with full-time admins. monday.com looks like a spreadsheet, which brokers already use, except it syncs email and sends reminders automatically. Adoption rates are dramatically higher.
Can’t we just keep using spreadsheets?+
Every CRE brokerage starts on Excel. It works with one broker and 50 properties. At 10 brokers, you have 10 conflicting spreadsheets, no shared rent roll, and when a senior broker leaves, their institutional knowledge leaves in an .xlsx file. monday.com gives you the familiar grid view with shared data, automations, and a single source of truth.
We can’t afford downtime during live deals.+
You won’t have any. Import contacts and deals from Excel in an afternoon. Run both systems in parallel. Switch deal by deal when you’re ready. Most firms are fully live within 1–2 weeks with zero disruption to active transactions.
How long does a CRE-specific monday.com setup take?+
Basic pipeline and contact management: 1–2 weeks. Full CRE configuration with connected boards, automations, and comp databases: 3–6 weeks depending on complexity. We’ll scope it precisely during the free assessment.

References

Sources and further reading

Independent and primary sources we draw on when scoping migrations and recommending platforms.

Free assessment

See your pipeline in monday.com. In 30 minutes, not 30 days.

Book a CRE-specific walkthrough. We’ll build a live board using your actual deal stages, property types, and team structure.

Book Your CRE Walkthrough →Take the Migration Quiz