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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. 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

We also extend this power to tenants, property managers, and customer service teams through custom portals and marketing automation programs.

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.

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Benefits of Salesforce Real Estate Solutions

Lease management lifecycle

For both residential and commercial real estate agents, lease management is one of the most challenging and time-consuming activities. We leverage the cloud-based Salesforce platform to improve processes for:

  • Acquiring a new property
  • Cataloging property units
  • Extending leases
  • Combining units

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

Commercial real estate: Business partners meeting onsite. Business man and women standing in modern office hallway, holding documents and digital devices, talking to each other. Partnership concept

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
Salesforce real estate lifecycle

Property management portals

Our key goal is to innovate and transform the way our real estate clients build out their property management portals. We 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 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

Young couple examining housing plans with their real estate agent while looking for a new home during COVID-19 pandemic.

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Case Study: Custom Salesforce real estate implementation

This client is an international leader in urban real estate development, management, and leasing.

Yardi integration

Real estate firms often rely on Yardi systems to manage their core operations for property and lease management, accounting, and more. Integrating Yardi with Salesforce solutions can help grow marketing and sales cycle capabilities, while improving customer relationships in real time.

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yardi salesforce integration

Reonomy integration

Salesforce helps businesses in commercial real estate with prospecting, marketing outreach, pipeline management, and client engagement. With a Reonomy Salesforce integration, you can integrate your property research with your prospecting and sales operations — all on a single platform.

Learn more
reonomy salesforce integration

Ready to discuss our solutions for Real Estate?

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