Salesforce Consulting and CRM Tools Since 2001

Salesforce consulting, integration, and development services from a Dallas-based Crest Consulting and AppExchange partner. We empower businesses to harness Salesforce’s full potential and build custom apps that match their unique business workflows.

Salesforce
16 +
years of expertise
Salesforce
100 +
certifications
Salesforce Projects
200 +
delivered
In Custom Dev
10 +
years
Active Users
17 K+
of our products
Salesforce
16 +
years of expertise
Salesforce
100 +
certifications
Salesforce Projects
200 +
delivered
In Custom Dev
10 +
years
Active Users
17 K+
of our products

Innovate, Integrate, and Dominate with Ascendix

Salesforce is an infinitely flexible platform, and Ascendix is here to take you beyond its standard functionalities. Our legacy spanning two decades in Salesforce consulting helped us learn all the ins and outs of its ecosystem, allowing us to provide the best workarounds and cost-effective strategies.

No matter where you are in your Salesforce journey – whether you’re thinking about changing from a basic CRM or trying to improve your current Salesforce setup – we’re here to help. We can give you advice, develop custom Salesforce apps, or re-platform your business entirely on Salesforce.

As a Salesforce Crest Consulting and AppExchange Partner, we’re not just in the top tier; we’re in the top echelon of the top 15% of consultancies across the world.

Thousands of happy users of our bespoke solutions: AscendixRE CRM, Ascendix Search, Composer, and MarketSpace, testify to our commitment to delivering tailored excellence.

Our Salesforce Service Offerings

Get a Zero-Cost Salesforce CRM Consultation

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What We Can Build on Salesforce

We can use Salesforce as the foundation for building any custom apps you desire or restructuring your business, bringing all your components onto one unified platform.

Custom Portals

Revolutionize how your customers and partners interact with your business and create a digital center to monitor your distributors, resellers, suppliers, or investors’ operations and their outcomes.

Custom Plugins

Enhance your Salesforce's out-of-the-box functionality and meet your specific operational needs with custom-built plugins and extensions developed by Ascendix.

Custom Dashboards

If your business lacks real-time insights into sales and financial data or want to improve cross-department analytics and standard Salesforce's reporting functionality meet your needs, we'll build completely custom reports.

AppExchange Apps

Want to build an app that meets Salesforce standards and passes the security review? We'll help you create one that meets Salesforce’s tech requirements, security standards and provides real value to users.

Custom CRMs

We can leverage Salesforce as the foundation and customize its out-of-the-box features to align with your specific workflows and CRM requirements, whether you're in real estate, legal, capital markets, or investing.

Custom Portals

Revolutionize how your customers and partners interact with your business and create a digital center to monitor your distributors, resellers, suppliers, or investors’ operations and their outcomes.

Custom Plugins

Enhance your Salesforce's out-of-the-box functionality and meet your specific operational needs with custom-built plugins and extensions developed by Ascendix.

Custom Dashboards

If your business lacks real-time insights into sales and financial data or want to improve cross-department analytics and standard Salesforce's reporting functionality meet your needs, we'll build completely custom reports.

AppExchange Apps

Want to build an app that meets Salesforce standards and passes the security review? We'll help you create one that meets Salesforce’s tech requirements, security standards and provides real value to users.

Custom CRMs

We can leverage Salesforce as the foundation and customize its out-of-the-box features to align with your specific workflows and CRM requirements, whether you're in real estate, legal, capital markets, or investing.

Our Proven Expertise

Our Core Competencies in Salesforce Clouds

Analytics

Maximize analytical capabilities with our expert setups in CRM Analytics (Einstein) & Tableau. Access precise data, craft insightful visual reports, and integrate both external and internal data for in-depth analysis.

Nonprofit Cloud

Unify fundraising, programs, and outcomes in Salesforce Nonprofit Cloud. Utilize high-touch and mass-market fundraising, along with robust program management tools, to empower your team, foster collaboration, and measure impactful results.

Hire a Dedicated Team of Salesforce Experts

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Our Client's Video Testimonial

Having a vast customer base, Innovative Capital was struggling with housing all the data of their lenders and borrowers. Moreover, the company was looking for a solution for robust marketing of their services and tools for lead processing and engagement. Ascendix helped Innovative Capital to cover all their needs.

In this journey, we’re working hand in hand with Ascendix to alternately create strategies within the software to serve our loan officers and help them to increase their bandwidth so that they can take on more clients, do more loans and drive more revenue.

Ascendix team doesn’t only build solutions for Innovative Capital but also provides Salesforce support continuously and finds answers within 24 hours.

Revel Stark, Director of Business Development at Innovative Capital Commercial

Industries We Specialize In

Salesforce Consulting for Capital Markets Ascendix

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.

Salesforce Consulting for Capital Markets Ascendix
Salesforce Consulting for Venture Capital Ascendix

Venture Capital

Your Venture Capital CRM should align with your business processes, not dictate them. As a Salesforce Crest 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.

Salesforce Consulting for Investment Banking Ascendix

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.

Salesforce Consulting for Investment Banking Ascendix

Ascendix's Products: Built on Salesforce

Ascendix Search New Home Page

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!

Ascendix Search New Home Page
AscendixRE New Home Page

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.

AscendixRE New Home Page
AscendixRE Composer New Home Page

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.

AscendixRE Composer New Home Page
Ascendix Marketspace New Home Page

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.

Ascendix Marketspace New Home Page
AscendixRE Capital Markets New Home Page

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 Capital Markets New Home Page
AscendixRE Land CRM New Home Page

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.

AscendixRE Land CRM New Home Page

Explore Real Estate Software Development Services by Ascendix Tech

Why Ascendix as Your Trusted Salesforce Partner

CRM Consultancy with 20+ Years of Excellence

Beyond technical prowess, we pride ourselves on our longstanding presence in the Salesforce and Microsoft Dynamics landscapes, domain expertise across 20+ industries, and our dedication to innovation.

Global Service Delivery

Empowered by 15 years in IT Outsourcing, our team of over 70 Salesforce-certified professionals, and Salesforce service delivery hubs spanning the US and Europe, our consulting and development proficiency stands out.

Flexible Engagement Models

Whether initiating a project or augmenting your in-house team, we offer three engagement models: 'Managed Delivery'- we take complete responsibility for the entire project lifecycle; 'Dedicated Team' - we fill an expertise gap in your team; 'Fractional Team' - combines elements of both.

Service & Product Development Expertise

While many firms specialize exclusively in service provision or product development, we possess proficiency in both realms. We are long-established Salesforce and Microsoft Dynamics 365 consultants and creators of 17 software solutions, two of which are commercially successful apps on AppExchange.

Commitment to Continuous Improvement

As a Salesforce Crest Consulting and AppExchange Partners, we proudly hold over 120 Salesforce Certifications and we are not going to stop on it. Our professionals are dedicated to consistently enhancing their expertise and aligning with the latest trends to provide premier Salesforce solutions.

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Contact Info

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com