Best Commercial Real Estate CRM 2024: Broker Approved 

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I’ve always been a firm believer in the phrase, “work smarter, not harder.” 

Monday.com makes it easy to do just that with its powerful automation creation capabilities. 

What’s great about Monday.com’s automation creation is its “When/Then” interface (shown below). 

Best Commercial Real Estate CRM - Monday.com Automation Creation
Best Commercial Real Estate CRM - Monday.com Automation Creation

This unique automation builder allows you to create complex sequences in a matter of seconds (that can save hours down the road). 

Simply select a phrase, click to add actions and triggers, hit save, and you’re in business!

Monday.com even offers helpful premade automation templates (pictured below) to help you get started. 

Best Commercial Real Estate CRM - Monday.com Automation TemplatesBest Commercial Real Estate CRM - Monday.com Automation Templates

These templates are a no-brainer for beginners looking to break into the world of automation. 

Another cool feature that Monday.com offers is its automation hubs (for each board). 

These hubs (like the one shown below) offer a top-down view of all the automation you have active on a given board. 

Best Commercial Real Estate CRM - Monday.com Automation HubBest Commercial Real Estate CRM - Monday.com Automation Hub

You can easily toggle each automation offer and on (with just a click), giving you full control over your business processes.

Our two cents: Monday.com leads the way in terms of automation. 

It’s extremely beginner-friendly without sacrificing any powerful features seasoned pros depend on.

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