Lev CRM

5.3easy start · #245of 249
in Real Estate CRM Software

Free to practise onno
Well documentedno
Runs where you workno

Runs on api, iOS, Web. Paid plans from $299/mo.

Lev CRM is ranked #245 of 249 in real estate CRM software on The Geeks Club, made by Lev CRM (50 W 17th St, Floor 4, New York, NY 10011, United States). It runs on API, iOS, Web. There is no free plan. Paid plans start at $299/mo.

Lev CRM plans and pricing

All plans

Individual $299/mo Monthly billing; $149 first month; annual billing saves 20% 1 user · 10,000 credits per month · monthly credits do not roll over lev.com · 12 Oct 2026

Team $499/mo Monthly billing; $249 first month; annual billing saves 20% Up to 3 users · 25,000 shared credits per month · monthly credits do not roll over lev.com · 12 Oct 2026

Enterprise Custom users · Custom credit pool lev.com · 22 Sept 2026

Enterprise Annual contract Custom users · custom credit pool · API and MCP integrations · dedicated implementation lev.com · 12 Oct 2026

Compared on real estate CRM software

Free plan: No
Automated follow-up: Yes

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The record

Purpose: Lev CRM is a commercial real estate CRM for managing relationships, contacts, companies, deal history, and next steps.
Relationship records: The CRM brings contacts, companies, emails, notes, and closed deals together in one record.
Interaction history: Lev says it tracks interactions so teams can review relationship history before reaching out.
Email drafting: Lev uses relationship history and deal details to prepare contextual email drafts and connects follow-ups to the relevant contact.
Network filtering: Users can filter contacts and companies, with CRM data also supporting campaigns, matching, and Lev Agent.
Credit usage: Pipeline and contact management, file storage, manual data entry, deal-room creation, and editing generated content do not use credits.
Credit rollover: Unused monthly-billing credits expire at the end of the billing period; annual-plan credits roll forward while the plan is active and each batch expires after 12 months.
Integrations: Lev describes connections for email, CRMs, data rooms, documents, warehouses, and AI tools, with controls for record mapping and syncing actions.
AI integrations: Lev’s product pages describe Lev MCP connections for Claude, ChatGPT, and other AI tools, and API access to Lev data.
Security: Lev states it has SOC 2 Type II audits and encrypts data with AES-256 at rest and TLS 1.2+ in transit using AWS KMS for key management.
AI data handling: Lev says customer firm data is not used to train AI models and that only task-relevant context is sent to AI providers.
Support: Lev lists standard support for Individual and Team plans and dedicated priority response for Enterprise; its contact page gives [email protected] for product support.
Mobile app: Lev offers an iPhone app for reviewing deals, lender updates, and Lev Agent, and says users sign in with a Lev account.
Company history: Lev says it started in 2019 and shifted from brokerage operations to focus on its software platform in 2023.
Price from: $299/mo

Where it ranks on The Geeks Club

Best Real Estate CRM Software in 2026#245 of 249

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Sources

lev.com/products/lev-crm· checked 12 Oct 2026
lev.com/pricing· checked 12 Oct 2026
lev.com/products/integrations· checked 12 Oct 2026
lev.com/enterprise/security· checked 12 Oct 2026
lev.com/download· checked 12 Oct 2026
lev.com/about· checked 12 Oct 2026