Lev CRM review
A relationship-focused CRE CRM with AI follow-up tools and deal workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Lev CRM pros and cons
- 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
Lev CRM fact sheet, pricing and score →
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