Lev CRM
The facts below are what the maker publishes about Lev CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Lev CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Individual | $299 a month | 1 user · 10,000 credits per month · monthly credits do not roll over · Monthly billing; $149 first month; annual billing saves 20% |
| Team | $499 a month | Up to 3 users · 25,000 shared credits per month · monthly credits do not roll over · Monthly billing; $249 first month; annual billing saves 20% |
| Enterprise | Priced on request | Custom users · custom credit pool · API and MCP integrations · dedicated implementation · Annual contract |
The facts
Each one read from Lev CRM's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 12 Oct 2026
- Automated follow-up
- Yeschecked 22 Sep 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.checked 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.checked 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.checked 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.checked 12 Oct 2026
- Interaction history
- Lev says it tracks interactions so teams can review relationship history before reaching out.checked 12 Oct 2026
- Network filtering
- Users can filter contacts and companies, with CRM data also supporting campaigns, matching, and Lev Agent.checked 12 Oct 2026
- Purpose
- Lev CRM is a commercial real estate CRM for managing relationships, contacts, companies, deal history, and next steps.checked 12 Oct 2026
- Relationship records
- The CRM brings contacts, companies, emails, notes, and closed deals together in one record.checked 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.checked 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.checked 12 Oct 2026
The company
- Company history
- Lev says it started in 2019 and shifted from brokerage operations to focus on its software platform in 2023.checked 12 Oct 2026
- Headquarters
- 50 W 17th St, Floor 4, New York, NY 10011, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
Where it runs
- Mobile app
- Lev offers an iPhone app for reviewing deals, lender updates, and Lev Agent, and says users sign in with a Lev account.checked 12 Oct 2026
