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Lev CRM

#238 of 248 in Real Estate CRM Software

Lev CRM: A relationship-focused CRE CRM with AI follow-up tools and deal workflows. Ranked #238 of 248 in Real Estate CRM Software by our editors (3.0/10); pricing: Paid; best for relationship-driven property professionals.

3.0/10Editor score
Lev CRM3.0 Visit Lev CRM

At a glance

  • Editor score
    3.0 / 10
  • Pricing
    Paid
  • Best for
    Relationship-driven property professionals
  • Free plan
    No
  • Paid from
    $299/mo
  • Automated follow-up
    Yes
  • Facts checked
    22 Sep 2026
Lev CRM screenshot
  • Where it wins

    • Tracks relationships across contacts, companies, emails, notes, and deals
    • AI-assisted follow-up drafting uses relationship and deal context
    • Gmail, Outlook, REST API, and MCP integrations support connected workflows
  • Where it doesn't

    • Starts at $299 per month with no free plan
    • No mobile access, routing, or matching features
    • Support is listed through documentation only

Our verdict on Lev CRM

Lev CRM is a cloud-based commercial real estate relationship-management workspace for financing brokers, lenders, investment sales brokers, and other CRE teams. It brings contacts, companies, emails, notes, files, deal history, and next steps into one system. Network filtering, automatic follow-up tracking, deal pipelines, task ownership, and AI-assisted drafting make it particularly suited to professionals whose work depends on maintaining relationships across active deals.

Pricing is organized into Individual, Team, and Enterprise plans. Individual costs $299 per month for one user and includes the full platform, 10,000 monthly credits, CRM, pipeline, Lev Agent, Lev Memo, and Vault. Team costs $499 per month for three users on one shared account, with 25,000 shared monthly credits, shared memos, outreach, deal rooms, and admin visibility. Enterprise adds a custom credit pool, parent and producer accounts, API and MCP integrations, dedicated implementation, and a named team. Monthly and annual billing options are available, while the Enterprise price is custom.

Lev CRM fits teams that want relationship history and follow-up work connected to deal workflows. Gmail and Outlook integration bring email context into the CRM, while REST API and MCP integrations support broader technical connections. SOC 2, SSO/SAML, and two-factor authentication are listed security controls. The trade-off is category breadth: the product does not provide mobile access, routing, or matching, and its published positioning does not establish verified property-specific workflows. Teams seeking relationship management, AI drafting, and deal coordination should consider Lev CRM; teams prioritizing mobile work, routing, or matching should look for an alternative.

Your product? Our editors can test Lev CRM in depth and publish a review, labelled as paid · from $149/mo →

Lev CRM pricing

Plans Paid No free plan — trial or paid only. Prices checked 22 Sep 2026.
See plans on lev.com

All 3 Lev CRM plans and prices →

Lev CRM fact sheet

Free planNo
Paid from$299/mo
Automated follow-upYes
Lead routingNot verified
Property matchingNot verified
Website includedNot verified
Mobile appNot verified
Email marketingNot verified
Lead importNot verified
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, SSO/SAML, 2FA
SupportDocs
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations4 integrations: Gmail, Outlook, REST API, MCP
PricingPaid (source)
Websitelev.com
Facts checked22 Sep 2026

Lev CRM integrations

Lev CRM lists 4 integrations on its own site.

  • Gmail
  • Outlook
  • REST API
  • MCP

Alternatives to Lev CRM

See all Lev CRM alternatives →

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Featured on iTechGuides

Featured on iTechGuides — Lev CRM 3.0/10

Lev CRM is listed in our Real Estate CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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