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.
Sound familiar?
Every CRE brokerage hits the same walls. Here’s what we hear in every discovery call.
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.
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.
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.
$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.
What becomes possible
The same deal visibility and automation that CBRE, JLL, and Cushman & Wakefield invest millions to build — configured for your team in weeks, not years.
Real-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.
Date-triggered workflows that surface expirations 18 months out and fire renewal outreach automatically. No spreadsheet reviews, no missed options.
Know 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.
How it works
Every workflow below is built during your implementation — configured to match your exact deal stages, property types, and team structure.
Challenge
Tracking lease expirations across your portfolio
monday.com solution
Automated date-triggered renewal pipeline with customisable alert windows (6, 12, 18 months)
AutomationsChallenge
Managing 6–10 parties across a single deal
monday.com solution
Connected boards linking properties, contacts, brokers, attorneys, and lenders with role-based views
Connected BoardsChallenge
Building comp reports for client pitches
monday.com solution
Closed deals auto-populate a searchable comp database, filterable by submarket, type, and date
DashboardsChallenge
Calculating multi-party commission splits
monday.com solution
Formula columns handle tiered rates, co-broking splits, and payment schedules — no more Excel waterfalls
FormulasCompare the cost
monday.com CRM delivers enterprise-grade functionality at a fraction of the cost of legacy platforms.
| Platform | Price | Key Details |
|---|---|---|
| monday.com CRM Pro | $28/user/mo | Full CRM + work management in one platform |
| AscendixRE | $79–129/user/mo | Requires Salesforce license on top |
| Buildout Rethink | ~$129/user/mo | Fragmented multi-product stack |
| Salesforce (custom) | $200–300+/user/mo | Months of implementation, ongoing admin costs |
| HubSpot Enterprise | $150+/user/mo | Custom Objects paywalled, 2-pipeline limit on Starter |
Full CRM + work management in one platform
Requires Salesforce license on top
Fragmented multi-product stack
Months of implementation, ongoing admin costs
Custom Objects paywalled, 2-pipeline limit on Starter
Prices approximate as of March 2026. Contact vendors for current pricing.
Our Services
Specialist monday.com services for commercial real estate firms.
Migrating from a specific platform?
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Common Questions
Answers to the questions we hear most from firms like yours.
Book a CRE-specific walkthrough. We’ll build a live board using your actual deal stages, property types, and team structure.