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Salesforce Real Estate

Deliver effective, strategic service on the go.

Our solutions leverage the power of Salesforce to create a central hub for all your property information, which enables your staff to manage the fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals. We also extend this power to tenants, property managers, and service teams through custom portals and marketing automation programs to provide a great client experience.

We have deep experience in the real estate industry, working with commercial and residential REITs and real estate firms to streamline their property management and lease management lifecycle.

real estate software

Benefits of Salesforce Real Estate Solutions

Lease management lifecycle

For both our residential and commercial real estate clients, lease management is one of the most challenging and time-consuming day-to-day activities. From the moment you acquire a new property and catalogue its units, to the time that a tenant wishes to extend a lease or combine units together, we leverage the cloud based Salesforce platform to address each of these needs.

By streamlining the lease management process, our real estate clients can provide better service to their tenants and ensure continued satisfaction.

Our custom solutions offer:

  • Easy Search and View tools to find units and properties that will appeal to your prospective tenants
  • Centralized tracking capabilities to monitor, manage, and report on in-progress or upcoming new and renewal leases
  • Integration with e-signature and document generation apps to increase efficiency for all necessary paperwork

Property management portals

In helping our real estate clients build out their property management portals, our key goal is to innovate and transform the way they can work together to maximize the tenant experience —  and your property portfolio ROI.

One of the most important goals 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 solutions offer:

  • Increased mobility so that onsite staff can have tools at their fingertips on tablets and smartphones
  • Robust workflow automation to capture and route work orders, tenant requests, and lease renewals
  • Seamless collaboration so property managers can work more efficiently with your office staff
property management portal

Ready to discuss our solutions for Real Estate?

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