Salesforce Real Estate
Deliver effective, strategic service on the go.
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.
Provide deal professionals and brokers 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 so all business-critical information is in one location and ready for your dashboards.
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:
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: