Salesforce for Real Estate
Use Salesforce to streamline the property management and lease management lifecycle.
Use Salesforce to streamline the property management and lease management lifecycle.
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:
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.
Provide agents, brokers, and deal professionals with tools to understand their properties, units, financials, and key metrics.
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.
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.
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:
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:
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.
Learn moreAgentforce 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.
Learn moreIt’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 nowMphasis 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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