Starter Software Stack for a Commercial Brokerage Team

Once a team shares listings, splits and a marketing coordinator, spreadsheets start losing deals. The first money goes to a shared CRM and a back office that tracks deals and commissions. Owner data, deal rooms and premium listing placement come next, each when a specific workload justifies it.

Lean stack $1,135/mo · Fuller stack $1,810/mo · How the totals add up

Photo: Md Ishak Rahman on Unsplash

Updated October 25, 2026. Independent editorial; how we research.

Who this is for

A commercial brokerage or team of about 5 to 20 agents with a coordinator, doing leasing and investment sales, that wants shared records instead of each agent's own spreadsheet. Totals assume 10 agents.

Jobs the stack must cover

Shared CRM and pipeline

One record per owner, tenant, property and deal, visible to the whole team.

Deals and commissions

Deal records, splits, commission tracking and a shared listings database.

Listing marketing

Brochures, OMs and email campaigns produced by a coordinator for every agent.

Listing exposure

Syndicating listings to the marketplaces buyers and tenant reps search.

Ownership research

Owner lookups and call lists for systematic prospecting.

Deal rooms

NDAs, OM downloads and buyer activity for investment sales.

The stack at a glance

TierJobToolMonthly cost
Start withShared CRM and pipelineClientLook (LightBox) Annual plan, 10 users$890/mo
Start withDeals and commissionsTotalBrokerage Lite, 10 seats$100/mo
Start withListing marketingCREBuilder Pro, billed annually, 3 seats$145/mo
Start withListing exposureCrexi Free listingsFree
Add whenOwnership researchPropertyShark Pro, billed annually, 2 seats$100/mo
Add whenDeal roomsFirmRoom 2 GB$395/mo
Add whenLand and development prospectingPlotzy Starter, 1 seat for the land or development lead$180/mo
Skip untilComps and market dataCoStarPricing on request
Skip untilShared CRM and pipelineDealCloudPricing on request
Lean total (Start with)$1,135/mo
Fuller total (Start with + Add when)$1,810/mo

Start with

The essentials for day one. These make up the lean total.

ClientLook (LightBox) Annual plan, 10 users

Shared CRM and pipeline

A CRE CRM with published per-user pricing, so the bill scales predictably as you hire. Contacts, properties, listings and deals live in one shared database.

$890/mo$1,068 per user per year = $89/mo x 10 agents. Checked October 25, 2026 on the vendor pricing page.

Alternatives: AscendixRE (Salesforce-based CRE CRM, $79 per user per month billed annually per our listing; the vendor site blocks automated checks); Apto (Salesforce-based CRE CRM, pricing on request)

TotalBrokerage Lite, 10 seats

Deals and commissions

A commercial back office for deal records, commissions and a listings database. Lite is a fixed price for 10 seats, month to month; the full modular platform starts at $150/mo on a 1-year contract.

$100/moLite fixed at $100/mo for 10 seats, billed monthly, no contract. Checked October 25, 2026 on the vendor pricing page.

Alternatives: CommissionTrac (commission and deal management, pricing on request); Dealius (brokerage operations platform, pricing on request)

CREBuilder Pro, billed annually, 3 seats

Listing marketing

Templates for flyers, OMs and email, with deal rooms included. Coordinator seats are free (they cannot own documents), so pay only for the people who publish.

$145/mo$69/mo for the first user ($828 billed yearly) + 2 added seats at $38/seat/mo on annual billing. Checked October 25, 2026 on the vendor pricing page.

Alternatives: Buildout (the standard at many CRE brokerages, from $125 per user per month); SharpLaunch (property websites, plans from $399/mo on annual billing)

Crexi Free listings

Listing exposure

Free to list, widely searched. Combine with LoopNet's free basic listing and decide on premium placement listing by listing.

FreeFree listing tier, per our listing record; the vendor site blocks automated checks.

Alternatives: LoopNet (free basic listings, paid tiers by quote)

Add when

Worth buying once the trigger applies. These, minus anything they replace, make up the fuller total.

PropertyShark Pro, billed annually, 2 seats

Ownership research

Add when the team prospects owners as a weekly system rather than one-off lookups.

Two research seats usually serve a team better than ten casual ones. Group subscriptions are priced by quote; the figure here is two individual Pro seats.

$100/mo$599.95 per year per seat = $50.00/mo x 2 seats; New York State price, other regions differ. Checked October 25, 2026 on the vendor pricing page.

Alternatives: Reonomy (pricing on request)

FirmRoom 2 GB

Deal rooms

Add when you run several investment sales at once with NDAs, OMs and buyer tracking.

Unlimited users and one active data room on the 2 GB plan (5 GB allows 3 rooms for $795/mo). Check first whether CREbuilder Pro's deal rooms already cover you.

$395/mo$395/mo, monthly billing only, unlimited users, 1 active data room. Checked October 25, 2026 on the vendor pricing page.

Alternatives: DealRoom (priced by deal volume on an annual commitment)

Plotzy Starter, 1 seat for the land or development lead

Land and development prospecting

Add when the team builds a land, industrial outdoor storage or development practice and needs a repeatable way to source sites for buyers.

One seat for whoever runs land and development deals: zoning-aware parcel search across 3,200+ counties, owner contacts, folders and CSV export into the team CRM. Caveats: it is in beta at pre-launch pricing, owner contacts are metered (25 a month on Starter, 100 on Production at $300/mo), and it has no comps or debt data.

$180/moStarter $180/mo billed monthly, about 1,000 parcel lookups and 25 owner contact lookups a month; 7-day free trial, no card. Checked October 25, 2026 on the vendor pricing page.

Alternatives: Regrid (nationwide parcel data app and API; plan prices load only after sign-in); LandID (parcel and owner maps from $7 per user per month billed annually, best for rural land)

Skip until

Tools newcomers are often sold too early, and what has to be true before they pay off. Not included in either total.

CoStar

Comps and market data

Most established teams end up with CoStar, but it is sold by quote per market and seat. Buy it when your clients and deal sizes demand its comps, not because a new team feels it should have it.

Pricing on requestNo published price; sold by quote. Not rechecked against the vendor site.

DealCloud

Shared CRM and pipeline

A relationship and deal platform built for capital markets and investment banking groups, with quote pricing and a real implementation project. A 10-agent brokerage gets more from a CRE CRM it can set up in a week.

Pricing on requestNo published price; sold by quote. Not rechecked against the vendor site.

Monthly cost

Lean stack$1,135/moEverything under Start with
Fuller stack$1,810/moLean plus every Add when tool, minus what it replaces

Assumptions: 10 agents plus 1 marketing coordinator; Annual billing where it is offered and cheaper; US prices before tax.

Totals are rebuilt from each line's published price whenever the site is published, and exclude tax, payment processing, onboarding fees and hardware. How we built these stacks.

Frequently Asked Questions

What should a small commercial brokerage team buy first?

A shared CRE CRM and a back office for deals and commissions. At published prices, ClientLook for 10 agents ($890/mo billed annually), TotalBrokerage Lite ($100/mo for 10 seats) and CREbuilder Pro for 3 publishing seats ($145/mo) come to $1,135 a month, with listings on Crexi and LoopNet at no cost.

Should every agent get their own data subscription?

Usually not at first. Two dedicated research seats, run by the people who build call lists, tend to get used more than ten seats that sit idle. The fuller stack adds two PropertyShark Pro seats, a FirmRoom deal room and one Plotzy seat for the land or development lead, for $1,810 a month in total.

Is Buildout worth it for a team?

It is the common choice for CRE marketing at larger shops and publishes a starting rate of $125 per user per month. For a team where one coordinator produces most materials, a tool that charges only publishing seats can cost less; compare both on your real seat count.