- Home
- Real Estate CRM Software
- Lev CRM
On the recordRead 12 Oct 202617 facts
Lev CRM
Lev CRM · 50 W 17th St, Floor 4, New York, NY 10011, United States · founded 2019
Plans and prices
Individual
$299a month, billed yearly
1 user · 10,000 credits per month · monthly credits do not roll over
Read 12 Oct 2026 · lev.com
Team
$499a month, billed yearly
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
Custom users · custom credit pool · API and MCP integrations · dedicated implementation
Read 12 Oct 2026 · lev.com
On the record
- 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.lev.com · read 12 Oct 2026
- AI integrations
- Lev’s product pages describe Lev MCP connections for Claude, ChatGPT, and other AI tools, and API access to Lev data.lev.com · read 12 Oct 2026
- Automated follow-up
- Yeslev.com · read 22 Sep 2026
- Company history
- Lev says it started in 2019 and shifted from brokerage operations to focus on its software platform in 2023.lev.com · read 12 Oct 2026
- 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.lev.com · read 12 Oct 2026
- Credit usage
- Pipeline and contact management, file storage, manual data entry, deal-room creation, and editing generated content do not use credits.lev.com · read 12 Oct 2026
- Email drafting
- Lev uses relationship history and deal details to prepare contextual email drafts and connects follow-ups to the relevant contact.lev.com · read 12 Oct 2026
- Integrations
- Lev describes connections for email, CRMs, data rooms, documents, warehouses, and AI tools, with controls for record mapping and syncing actions.lev.com · read 12 Oct 2026
- Interaction history
- Lev says it tracks interactions so teams can review relationship history before reaching out.lev.com · read 12 Oct 2026
- Mobile app
- Lev offers an iPhone app for reviewing deals, lender updates, and Lev Agent, and says users sign in with a Lev account.lev.com · read 12 Oct 2026
- Network filtering
- Users can filter contacts and companies, with CRM data also supporting campaigns, matching, and Lev Agent.lev.com · read 12 Oct 2026
- Purpose
- Lev CRM is a commercial real estate CRM for managing relationships, contacts, companies, deal history, and next steps.lev.com · read 12 Oct 2026
- Relationship records
- The CRM brings contacts, companies, emails, notes, and closed deals together in one record.lev.com · read 12 Oct 2026
- 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.lev.com · read 12 Oct 2026
- 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.lev.com · read 12 Oct 2026
