Salesforce Consulting and CRM Tools Since 2001

Commercial Real Estate

With two decades of expertise in Salesforce consulting for the commercial real estate sector, we offer invaluable insights from our hard-learned lessons to optimize your Salesforce CRM or build a very custom solution like a listing portal powered by Salesforce.

Our team will customize your solution’s user interface and enhance your user experience to align it with commercial real estate workflows and needs, ensuring Salesforce operates at its peak efficiency.

Capital Markets

While Salesforce stands as a leading platform, its out-of-the-box features might not always align with your specific requirements. As a go-to Salesforce consulting partner, we specialize in customizing Salesforce to reflect and streamline your business operations.

Our expertise ensures that your Salesforce platform is adeptly configured for capital markets, investment banking, or asset management.

Venture Capital

Your Venture Capital CRM should align with your business processes, not dictate them. As a Salesforce Summit Consulting Partner, Ascendix will maximize Venture Capital success with Salesforce CRM and enhance your system’s efficacy.

We offer a comprehensive range of Salesforce services, including holistic system implementation,  custom development, and user training on optimal utilization of Salesforce for venture capital.

Private Equity

While mastery in every domain is challenging, our clients in private equity consistently entrust their Salesforce needs to Ascendix, recognizing our expertise in this arena.

So, if you are facing challenges integrating third-party applications with your new Salesforce system or have difficulties with data migration or user adoption rate, we’ll tune your Salesforce platform.

Mortgage Banking

We will help your firm drive efficiency, reduce operational costs, and deliver personalized services via a customized or custom-built Salesforce solution. By engaging with Ascendix, your mortgage banking company can centralize client data, track loan applications in real-time, and approve loans faster.

If you choose us as your Salesforce partner, we’ll create a seamless connection with external financial tools and systems, providing a holistic view of a customer’s financial profile.

Investment Banking

With properly set up and customized Salesforce, investment banks can streamline client relationships, track and manage complex financial transactions, and centralize deal pipelines.

We’ll enhance your Salesforce solution to automatically identifying lucrative opportunities and potential risks, allowing for informed decision-making. We’ll help you build custom portals enabling seamless communication with clients and partners essential for timely deal closures.

Ascendix Search

Powerful search and mass actions for Salesforce for $15/user

Create call and marketing lists, mass edit your Salesforce records, add new events, log calls, create new tasks in bulk, mass email, use maps and charts to locate your Salesforce data, get insights, and more. Easy and productive!

AscendixRE CRM for Commercial Real Estate

The only commercial real estate CRM available on top of Salesforce and Dynamics 365, from $79/user.

AscendixRE offers robust contact, pipeline, property, deal management, stacking plans, commission splits, extensive mapping tools, and more.

Composer Salesforce Report Writing Tool

Commercial real estate content management software for $25/user

Create branded real estate flyers, brochures, activity reports, microsites, custom collateral, and property tour books with a few clicks using the data and pictures from your CRM software.

MarketSpace for AscendixRE

A Property Listings Portal & Secure Deal Rooms

Bring your investors and tenants to secure Deal rooms where you can showcase available properties, share financials, get instant feedback, and close deals without unnecessary email chains.

AscendixRE for Capital Markets

СRM for Commercial Mortgage Brokers and Capital Markets

Track capital sources, lenders, investors, deals, and all communication in one place. Personalize the experience of your clients and automate prospecting.

AscendixRE Land CRM

CRM for Land Brokers from $79/user

The only true CRM software designed and optimized solely for land brokers. Keep all land, properties, and relationships in one place.