By the Cliont product teamUpdated September 9, 2026

commercial real estate lead intake software for teams

Qualify more commercial real estate leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their inquiry, collects photos, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Photo upload●Instant lead scoring

Live previewQuestion 1 of 7

What is your role in this office space transaction?

Buyer

Seller

Landlord

7 commercial real estate intakes

A custom intake for every commercial real estate inquiry

Each one is a ready-to-embed smart survey tuned to the inquiry — open any to try the exact experience your leads would complete.

7-question intake

Office Space

Assistance with buying, selling, leasing, or renting commercial office space for businesses and investors seeking suitable workspace.

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6-question intake

Multifamily Investment

Guidance for investors buying, selling, or evaluating multifamily residential properties such as apartment buildings or complexes for investment purposes.

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6-question intake

Retail Space

Assistance with buying, selling, leasing, or investing in retail commercial properties such as storefronts and shopping centers.

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6-question intake

Industrial Property

Assistance with buying, selling, leasing, or investing in industrial properties such as warehouses, distribution centers, and manufacturing facilities.

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5-question intake

Sell Commercial Property

Assistance for owners seeking to list and sell a commercial property, covering property type, ownership status, and readiness to proceed.

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7-question intake

Buy Commercial Property

Assistance for buyers seeking to purchase commercial real estate, covering property type, budget readiness, financing, and timing needs.

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7-question intake

Lease Commercial Space

Assistance finding, evaluating, or leasing out commercial space, connecting tenants and landlords with suitable listings or lease opportunities.

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Qualification

Information you need before every commercial real estate inquiry

Role In This Office
Office Space Assistance
How Much Office Space
Current Status Office Space
Authorized Decision-Maker This Transaction
In Which City Or
Have Financing Or Budget
Role In This Multifamily
Many Units Property Have
Current Status This Deal

Lead scoring

How commercial real estate lead scoring works

Value signals

Buying or selling a property
Leasing or renting space
Managing an existing lease
Not sure
Planning to start within a few months
Just researching options

Urgency signals

Actively searching or listing now
Actively searching or listing
Actively Searching or Listing
Immediately

The difference

Your visitor has a real inquiry. A contact form can’t hear it.

Buyers, sellers, and renters arrive ready to explain the inquiry. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No inquiry details or scope
No photos or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full inquiry scope in their own words
Property photos and documents attached
Every lead scored by value
Residential or commercial flagged for you

The client journey

From first click to qualified lead

Follow buyers, sellers, and renters through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the inquiry

Smart questions adapt to their inquiry and capture the full scope.

They add photos

Property photos and details come attached, so you prep before the showing.

You get a ready lead

Scored and qualified — waiting for you to win it.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and inquiry template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Commercial Real Estate lead-intake FAQs

What does a commercial real estate intake collect?

Each commercial real estate template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.

How are commercial real estate leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger commercial real estate opportunities without manually reviewing every raw submission first.

Can visitors try a commercial real estate intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified commercial real estate leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

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