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Lev CRM

by Lev CRM

Paid APIiPhoneWeb

Visit Lev CRM Alternatives Pricing

Lev CRM's own site

Plans

PlanBilled and limitsPrice
IndividualMonthly billing; $149 first month; annual billing saves 20% · 1 user · 10,000 credits per month · monthly credits do not roll over$299 a month
TeamMonthly billing; $249 first month; annual billing saves 20% · Up to 3 users · 25,000 shared credits per month · monthly credits do not roll over$499 a month
EnterpriseAnnual contract · Custom users · custom credit pool · API and MCP integrations · dedicated implementationOn request

As lev.com lists them, read 12 Oct 2026. The maker's own page has the final word.

Facts from Lev CRM's own pages

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, 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, 12 Oct 2026
Automated follow-up
Yes · lev.com, 22 Sept 2026
Company history
Lev says it started in 2019 and shifted from brokerage operations to focus on its software platform in 2023. · lev.com, 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, 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, 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, 12 Oct 2026
Free plan
No · lev.com, 22 Sept 2026
Headquarters
50 W 17th St, Floor 4, New York, NY 10011, United States · lev.com, 28 Sept 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, 12 Oct 2026
Interaction history
Lev says it tracks interactions so teams can review relationship history before reaching out. · lev.com, 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, 12 Oct 2026
Network filtering
Users can filter contacts and companies, with CRM data also supporting campaigns, matching, and Lev Agent. · lev.com, 12 Oct 2026
Purpose
Lev CRM is a commercial real estate CRM for managing relationships, contacts, companies, deal history, and next steps. · lev.com, 12 Oct 2026
Relationship records
The CRM brings contacts, companies, emails, notes, and closed deals together in one record. · lev.com, 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, 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, 12 Oct 2026

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