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.
Benefits of Salesforce Real Estate Solutions
Improve visibility in property portfolios
Provide deal professionals and brokers with tools to understand their properties, units, financials, and key metrics.
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.
Provide seamless integration and analytics
Leverage integration to daily sales and trading platforms, data warehouses, and commission systems so all business-critical information is in one location and ready for your dashboards.
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
