Ascendix Launches AI Suite for AscendixRE CRM
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Ascendix Launches AI Suite for AscendixRE CRM
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AscendixRE CRM for Commercial Real Estate

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer for CRE

Document Generation Software for Real Estate Brokers
AscendixRE AI Suite

AI Add-On for AscendixRE CRM
AscendixRE CRM | Land Broker Software

CRM for Land Brokers

Agentic AI for Commercial Real Estate:
Close More Deals, Do Less Admin

With 25+ years in commercial real estate technology, Ascendix delivers AI agents that cut admin work, speed up property search, and improve client communication in Salesforce or any platform you use.

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Agentforce for Salesforce-Powered CRE

01_Intelligent Property & Contact Discovery

Manage Your CRM Hands-Free with Voice Commands

  • Create and update records like properties, clients, companies, and listings by dictating, not typing the information.
  • System prevents duplication and updates existing records with new data if necessary.
  • Automatically link owners to properties and brokers to deals with intelligent association.
  • Add new deals in your pipeline with all related details, records, documents, and preferences within one click.
  • Schedule tasks, follow-ups, and reminders so nothing falls through the cracks.
01_Intelligent Property & Contact Discovery
05_Smart Pipeline Analytics

 

Smart Property Matching & Discovery

  • Search properties by multiple criteria: square footage, price, zoning, cap rates, availability, by owner, etc.
  • Match tenants and buyers to properties based on lease terms, location preferences, or investment goals.
  • Identify expiring leases and flag renewal risks with automated alerts.
  • Surface hidden opportunities with AI-powered relationship mapping and market analytics.
03_Email Communication Automation

 

Email Drafting Personalization

  • Compose emails and text drafts based on your CRM data. Add your personal touch while the AI agent keeps the details correct.
  • Draft follow-up emails based on previous interactions, listed preferences, updated list of suitable properties, deal updates, etc.
  • Maintain a consistent communication style across emails, property brochures, and follow-ups.
  • Receive response suggestions and follow-up reminders.
03_Email Communication Automation

Agentic AI for CRE by Ascendix

With agentic AI, you get more than just a chatbot. With Ascendix, you get industry expertise and a personalized approach.
Get your free copy to explore our offerings.

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AI for Any CRM — Seamless with Salesforce or Any Platform

Group 6756

 

Smart Document & Data Automation

  • Turn unstructured documents into CRM-ready data.
  • Extract key details details like entities, timelines, financials from various formats, PDFs, scans, and multi-language materials.
  • Process handwritten notes, images, and tables with advanced OCR.
  • Customize validation, summarization, and export workflows to align with your CRM or ERP systems.
Group 6756
Email Abstraction

 

Email Abstraction & Data Entry

  • Pull critical data like leads, terms, and inquiries from email text and body.
  • Route extracted data to your CRM, linking emails to specific properties, clients, or transactions.
  • Get your records updated as email interaction progresses.
  • Validate, edit, delete, or redirect extracted data to a more suitable field if necessary.
  • Get your interaction history summarized with key points highlighted.
  • Pull contact details and deal specifics from email attachments, such as PDFs or scanned agreements.

Trusted by Global CRE Brands

Have Questions about Agentic AI for CRE?

What is Agentic AI and how does it help commercial real estate professionals?

Agentic AI is an intelligent, goal-driven solution with more robust capabilities than typical AI assistants. Agentic AI automates repetitive tasks like data entry, document processing, and email management. For CRE professionals, it means spending 75% less time on administrative work and focusing more on closing deals. You can create records by voice, extract lease terms automatically, and let AI handle routine communications.

How does Agentforce differ from other AI solutions?

Agentforce is purpose-built for Salesforce ecosystems, offering native integration without complex middleware. Unlike generic AI tools, it understands CRM data structures and business processes. Plus, our specialization in commercial real estate ensures the AI is trained on industry-specific terminology and workflows. Our Agentforce Quickstart package gets you live with your first AI agent in just 2-3 weeks.

Can Agentic AI handle complex commercial real estate documents?

Yes. Our AI agents process leases, LOIs, PSAs, and other complex documents with 99% accuracy. They extract key terms, dates, financial information, and automatically populate your CRM records. The system handles PDFs, scanned documents, and even handwritten notes.

Is my data safe with Agentic AI?

Ascendix offers ISO 27001 and SOC 2 compliant agentic AI solutions with additional inscription. Regarding Agentforce, all data is protected with the Einstein Trust Layer that masks your data and locks it inside Salesforce.

How is Ascendix different from other AI partners?

Ascendix is a Summit Salesforce Partner and a member of the Agentforce Partner Network that combines 25+ years of CRM & AI consulting experience and commercial real estate expertise to deliver bespoke solutions beyond basic automation. We are here to suggest the most budget-friendly and suitable solutions for you. If there are none in the market, we will build it according to your vision.

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Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

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

Ascendix User? Need help? Send your support requests to [email protected]