Salesforce for Real Estate
Use Salesforce to streamline the property management and lease management lifecycle.
Create a central hub for all your property information
We have deep experience in both Salesforce CRM consulting and the real estate industry. We’ve worked with commercial and residential REITs and real estate firms to streamline their property management and lease management lifecycle with Salesforce technology.
This enables your staff to provide a great client experience by:
- Managing the fundraising and property acquisition process
- Capturing key metrics and financials for all units
- Optimizing the lease process to ensure efficient renewals
- Extending this power to tenants, property managers, and customer service teams through custom portals and marketing automation programs
Benefits of Salesforce Real Estate Solutions
We understand the complex tech, data, and compliance challenges capital markets firms face. That’s why our solutions prioritize security, governance, and alpha generation. Mphasis Silverline combines deep Salesforce expertise with capital markets experience to help you fundraise, manage deals, and boost ROI — whether you’re just starting or scaling globally.
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Improve Visibility in Property Portfolios
Provide agents, brokers, and deal professionals with tools to understand their properties, units, financials, and key metrics.
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Automate the Lease Renewal Process
Create a more efficient lease management process by creating renewals and reminders based on term and amendment dates. Send clients and tenants automatic reminders to help them stay on top of their payments due.
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Provide Seamless Integration and Analytics
Leverage integration to daily sales and trading platforms, data warehouses, and commission systems. Ensure all business-critical information is in one location and ready for your dashboards.
Salesforce Real Estate Solutions
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Lease Management Lifecycle
For both residential and commercial real estate agents, lease management is one of the most challenging and time-consuming activities. By streamlining the lease management process, our real estate clients can provide better service to their tenants and ensure continued satisfaction. Our lease management CRM solutions feature:
- Easy search and view tools to find units and properties that will appeal to your prospective tenants
- Centralized tracking capabilities to perform lead management while monitoring and reporting on in-progress or upcoming new and renewal leases
- Seamless integration with e-signature and document generation apps to increase efficiency for all necessary paperwork related to the sales process
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Property Management Portals
One of the most important goals for real estate organizations is efficient and effective property management. We build custom portals using Experience Cloud technology to extend Salesforce directly into the hands of service teams and onsite staff. Our custom portal solutions feature:
- Increased mobility so that onsite staff can have tools at their fingertips on tablets and smartphones
- Robust workflow automation to capture contact information and route work orders, tenant requests, and lease renewals
- Seamless collaboration so property managers can work more efficiently with your office staff
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Salesforce Marketing Cloud
Marketing automation helps real estate companies grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts? It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Mphasis Silverline’s marketing automation practice can help.
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Agentforce
Agentforce transforms how businesses automate tasks and engage with customers, combining advanced AI capabilities with Salesforce’s trusted platform. AI Agents can analyze data, proactively manage client requests, and provide personalized service, helping organizations stay informed about market trends and customer portfolio changes in real-time.
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Building the Future of Real Estate with Slack
It’s more important than ever for real estate firms to get the most out of their technology investments and do more with less. Watch this webinar to learn how Slack and Salesforce are helping real estate firms accelerate work with automation — and see a full demo of Slack’s AI-enabled features!
Watch now
Why choose Mphasis Silverline?
Mphasis Silverline is a top Salesforce partner with over 15 years of experience serving financial institutions. Our consultants specialize in these verticals, and many come with first-hand experience working at real estate organizations.
In addition to our industry expertise, we also bring our technological expertise from over a thousand implementations on the Salesforce platform. With our cross-cloud expertise, as well as our knowledge regarding the broader real estate technology landscape, we’ll help recommend and design solutions that best fit your needs.
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