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SPECIFICTION
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Lev CRM

lev.com

From $299/mo WebiOSAPI
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Spec score 7.4 #194 of 249 in Real Estate CRM Software

Spec sheet

Purpose
Lev CRM is a commercial real estate CRM for managing relationships, contacts, companies, deal history, and next steps.Read 12 Oct 2026 · lev.com
Free plan
NoRead 22 Sep 2026 · lev.com
Integrations
Lev describes connections for email, CRMs, data rooms, documents, warehouses, and AI tools, with controls for record mapping and syncing actions.Read 12 Oct 2026 · lev.com
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.Read 12 Oct 2026 · lev.com
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.Read 12 Oct 2026 · lev.com
Headquarters
50 W 17th St, Floor 4, New York, NY 10011, United StatesRead 28 Sep 2026 · lev.com
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.Read 12 Oct 2026 · lev.com
AI integrations
Lev’s product pages describe Lev MCP connections for Claude, ChatGPT, and other AI tools, and API access to Lev data.Read 12 Oct 2026 · lev.com
Automated follow-up
YesRead 22 Sep 2026 · lev.com
Company history
Lev says it started in 2019 and shifted from brokerage operations to focus on its software platform in 2023.Read 12 Oct 2026 · lev.com
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.Read 12 Oct 2026 · lev.com
Credit usage
Pipeline and contact management, file storage, manual data entry, deal-room creation, and editing generated content do not use credits.Read 12 Oct 2026 · lev.com
Email drafting
Lev uses relationship history and deal details to prepare contextual email drafts and connects follow-ups to the relevant contact.Read 12 Oct 2026 · lev.com
Interaction history
Lev says it tracks interactions so teams can review relationship history before reaching out.Read 12 Oct 2026 · lev.com
Mobile app
Lev offers an iPhone app for reviewing deals, lender updates, and Lev Agent, and says users sign in with a Lev account.Read 12 Oct 2026 · lev.com
Network filtering
Users can filter contacts and companies, with CRM data also supporting campaigns, matching, and Lev Agent.Read 12 Oct 2026 · lev.com
Relationship records
The CRM brings contacts, companies, emails, notes, and closed deals together in one record.Read 12 Oct 2026 · lev.com

Plans and prices

Individual $299 a month Monthly billing; $149 first month; annual billing saves 20% 1 user · 10,000 credits per month · monthly credits do not roll over Read 12 Oct 2026 · lev.com
Team $499 a month 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 Read 12 Oct 2026 · lev.com
Enterprise Priced on request Annual contract Custom users · custom credit pool · API and MCP integrations · dedicated implementation Read 12 Oct 2026 · lev.com

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