The best CRM software for commercial real estate brokers!
“ I am a commercial broker and have used various platforms for CRM. I switched to AscendixRE for a number of reasons. I wanted a platform that would notify me and my clients by email of critical dates, rent increases etc. No other platform was able to do that. The ease of use of the software is also wonderful and the ability to easily customize things has been a huge plus. I also appreciate that the cost of this platform is well below the full Salesforce subscription but it has everything I need to run my business. ”
“ The Ascendix team is as invested in our success as we were. Ascendix’s helped us successfully implement a shared database across multiple offices in multiple markets. Since going live with our data, Ascendix has continued to improve the experience by rolling out new features, addressing follow-up questions, and assisting/empowering our internal database management group with the knowledge to utilize the software to its fullest. I would unconditionally recommend AscendixRE, both for the software and the management and support team. ”
“ AscendixRE has proven to be an excellent solution for our Commercial Real Estate firm. Beyond the CRM functionality, it has been indispensable for deal tracking, inventory tracking, internal commission reporting, process management and client reporting. The platform is a strong "off the shelf" solution but can be tailored through custom development to fit a company's particular needs. Highly recommend. ”
“ Our company's growth trajectory has been just short of vertical over the last two years with the support of AscendixRE. From a small real estate company operating in one state to now operating in nine states with dozens of new agents, AscendixRE has been the key to scalability and rapid growth. The ability to automate tasks for agents and our corporate team has been a sure fire way to keep our priorities set on taking care of our clients first, and not having to chase down loose ends. In addition, having the ability to plug in other apps with ease has allowed us to develop a one stop solution for our agents, marketing and management teams to ensure seamless communication and support for our clients. ”
“ Amazing and Powerful Tool! Our company has recently integrated AscendixRE CRM as a way to increase efficiencies around data management, data analysis. So far, we have loved the platform, and we're so excited to explore everything this has to offer us! Our Ascendix consultant Chris was extremely helpful in setting everything up, she really helped execute the vision we had for our company's needs. ”
“ Fantastic Platform, excellent service. AscendixRE is a fantastic CRM with tons of functionality for any commercial real estate need I could think of. I particularly like the customizability to fit my needs and the way I use the service. I don't need a tech stack any longer, this is an all-in-one tool. ”
“ We really wanted to build a database that could be ours and customize it to have the fields that we wanted to see. We did not want to use an off-the-shelf solution. We had used other databases in the past and we were looking for something that was real estate specific. We went through a vetting process. And AscendixRE gave us the best features and the way Ascendix worked with us was just helpful. And that’s kind of set Ascendix apart from the other companies that we looked at. ”
“ Ascendix offered a real estate geared CRM − AscendixRE and created a custom Salesforce environment for us that integrated customer relationship and project management. Ascendix took all of the framework from our previous CRM and our previous project management tools, consulted with us on streamlined ways to improve, and integrated the best components of each system into AscendixRE on top of the Salesforce platform. Ascendix built something unique for us. They took the foundation elements of their highly successful product but applied it to our business (which has many stark contrasts to real estate) in very effective ways. ”
“ Awesome Tool. I switched from ClientLook primarily because Ascendix offered several tools that were not available to me in ClientLook. The mapping and bulk record editing functions within Ascendix Search were hugely important to me and what I was missing in ClientLook, as well as better tracking/projecting of commission pipeline and comp recording & management. Additionally, the friendly, easy to learn user interface and general dependability of Ascendix, being run on the Salesforce platform, was a huge step up versus ClientLook. I think once fully onboarded and adjusted to Ascendix, it will hugely improve the efficiency and effectiveness of my team. I look forward to seeing my business improve and grow thanks to Ascendix! ”
“ Thank Goodness for AscendixRE. After having tried to slog through Apto for far too long which was complicated to use and provided awful service, AscendixRE has been a breath of fresh air. As a team with only two licenses, I like how easy and simple the interface is to use and set up right out of the box, but also how simple it is to make modifications. The onboarding and ongoing customer service has been excellent with quick turnaround times and easy-to-follow directions. My engagement with this CRM has increased dramatically as I'm easily able to log calls, inquiries, to-do items, etc, and easily and quickly add new contacts, companies, properties all of which help me become more efficient and serving existing clients and going after new ones. ”
“ It is the first time in six years I can access my data the way I envisioned. I started off looking for a software that would fit my vision about six years ago and didn’t feel anything worked, so I hired programmers to build my own. I quickly realized that I needed to give my agents something more reliable, and from a business standpoint – much cheaper. I looked at my options and was impressed by the selling points of Apto only to find out they could not do what I needed. That is what I found Ascendix – they were willing to put the time into customizing, finding a solution, and not just telling me I had to work in their box since so many others do. ”
Ascendix developed a fantastic platform that has significantly improved the way our agents interface with clients.
We hired Ascendix to help us design a proprietary CRM system built on top of Salesforce. For the most part, we interfaced with Chris Petersen, who was beyond accommodating and quick to understand our needs. Occasionally she would include her development team on calls to go over product design, but she always led. I very much appreciated having a single point of contact to cut down on confusion and maintain accountability to timelines. Everything the team did was impressive. From top-notch communication to AscendixRE development. ”
“ The workflow was excellent and we were in constant communication, with weekly touch-base meetings. The AscendixRE itself is largely production-ready which made things much easier. We hired Ascendix to help set up and launch the AscendixRE CRM, including transition over all the data from our prior CRM, Pipedrive, and training our staff. We were assigned an excellent project manager named Chris, who we worked with for the duration of the project. She brought in a few additional resources as needed along the way, as long as a dedicated data import specialist. They truly focus more effort on improving their product and supporting current customers than just selling and marketing which is rare these days. Too many companies just try and make the sale and then pass you along down the chain with often some missed expectations. That never happened with Ascendix and they worked with us every step of the way until all our objectives were completed which is why the launch (and the 4 months since) have been so successful for us. ”
“ AscendixRE has drastically improved efficiency in my day to day brokerage operations. One of the main reasons I elected to move forward with Ascendix instead of a competitor is because of their level of customer service. The Ascendix team is very responsive to questions, and the Concierge works quickly and does a great job of accurately importing data. AscendixRE keeps me organized because it allows me to track calls, letters and emails with ease. Additionally, the stacking plan feature is extremely beneficial to brokers who want to see a visual representation of tenancy in office buildings. Early on in my tenure with AscendixRE, I was asked by a client to produce a stacking plan of their building. I was able to produce this plan within 24 hours because of the simplicity with importing lease information into Ascendix. My client was happy with the quick turnaround time and producing the stacking plan would have been a much more difficult task if I wasn’t using Ascendix. ”
AscendixRE makes us not only more efficient and better communicating, but it's clearly cutting the amount of time it takes us to get leases executed. Consultants at Ascendix are great teachers. They show how to do something in person or over a Teams call or video.
They never make us feel condescending or dumb and always look for a way to help solve whatever problem or answer whatever question we come up with.
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“ Excellent CRM with great support. I switched CRMs from Clientlook, which was a good CRM, but it was missing some things. First off, Ascendix is much easier to customize to fit your needs for whatever kind of niche you target. It comes out of the box with every bell and whistle you can imagine, I found myself deleting a lot of fields that were irrelevant to my business to help simplify my layouts. However, it is nice that it comes with a robust amount of fields that you can pick from without having to add them in yourself. So far, the Ascendix Search has been working great for my needs and it is really simple to take notes and set follow-up tasks. The support from Wes, Chris, and Marissa has been top-notch through my experience. Whenever I have a question or need help with the CRM I have always gotten a call or email back that same business day. ”
“ Great functionality, customizability, maps are a big plus, support is great. After using excel spreadsheets for years, earlier this year I decided to choose a CRE CRM. I tried a number of them, including Apto, Clientlook, REthink, and so on. None of them offered the customization and functionality that I wanted. My Ascendix has a satellite screen on which I see properties, click on them, and then manipulate the information. This very useful since I can visually scan properties that I'm overlooking. The system also pulls in relevant news articles, provides a nice overview of your property lists, includes a broker screen with pertinent information, and so on. Additionally, Ascendix is helpful in assisting with any customization.....this is a huge plus! I'm definitely happy with this system. ”
“ Far More Organized. The decision to use AscendixRE over other CRM's was easy. The usability, design, and power of the website is incredible compared to others. Our company has been working with Marissa who is absolutely stellar. She has been so helpful and efficient. Marissa has been there every step of the way, and we are so appreciative. The platform has helped us consolidate our contacts, accounts, deals, and capital sources into one place. This has increased efficiency and minimized hassle. The brokers and analysts are able to find the information they need in a few quick clicks. Every commercial real estate company should be using this platform. We could not be more thankful, and we are so excited that we made the right choice with AscendixRE. ”
“ What Was I Waiting For. I was using a combination of excel and outlook for CRM, a system that was time-consuming and not very effective. On the urging of my colleagues, I decided to give Ascendix a try. I kept kicking the can down the road unwilling to have to deal with the headaches of switching over to a new way of working. What a difference! The overall experience from migrating my hodge-podge of data from my excel sheets, implementation, training, and troubleshooting any issues which are caused by my own ignorance has been extremely positive. The customer service has been exceptional, I could not ask for more. AscendixRE has made me more organized, efficient which has caused me to have a new focus on my new business development. ”
“ Best off-the-shelf solution for CRE Firms. Overall the experience with selecting and implementing AscendixRE has been a great experience. The commercial real estate industry is lagging behind on technology and AscendixRE allowed our CRE firm to catch up to our competition with Lighting speed! (pun intended). Experience with AscednixRE has been educational for our firm. We are very thankful for the intelligent and patient folks at who lead us every step of the way. ”
“ Intuitive Product, Great Team. AscendixRE is highly intuitive. Coming from an older database, it was easy to pick up navigation and organization. I've only been using Ascendix for a few months, but it is fairly customizable and definitely gets the job done. Aside from the sleek, modern features, the people behind it are definitely a great selling point. Always receptive and helpful. ”
“ Ascendix/Salesforce and its team check all the boxes. We've come a long way from the early 80's when I got into commercial real estate and had to jury rig Lotus and Quatro Pro to provide "integrated" scheduling, contacts and companies, and phone logs and history. Through the years, I have seen tremendous evolution of the tools available, both generic and customized, and I have used many of them. I have gone through the learning curve for at least half a dozen major products. Now that I have Ascendix (Salesforce), I have reached the promised land. It is a near-perfect combination of power and utility. It is easy to learn and use "out of the box" for the most basic functions like the ones that I used to force Quatro Pro to support. BUT, while I have only started to get into the power of customizing and making it "MY" personal system I can see that it will let me go where I want to go and help take me there. While there will never be a nirvana because everything is so fluid, the flexibility of this system is probably all I will ever need. To top it off, the professionals who sell and support Ascendix are 4-star. All that you hope to find - and very rarely get - experts who are helpful, knowledgeable, naturally friendly, responsive, efficient - even a little intuitive - you will find in the Ascendix team. I usually don't give "endorsements" because I believe that these statements should be honest and helpful for your peers who will read them. But I have no qualms, misgivings or hesitation on this one, because I genuinely do not have any caveats or qualifications. For my money, Ascendix and its team - including Wes, Chris, and Phillip - are best in class. ”
“ Making Life Easier. Ascendix has helped us (almost effortlessly) support our rapidly growing business with its infinitely customizable platform and team of knowledgeable and responsive staff. In the past, we had struggled with finding a database that could fulfill our extensive organizational needs but that was also easily accessible and navigable for everyone in the office. Since our initial onboard with Ascendix, it has been smooth sailing (for anyone who has ever been tasked with managing a database, you'll know this speaks volumes). Although we are in our beginning stages as customers, each and every experience with this software and the Team behind it have been wonderful. I cannot recommend this product enough for any commercial brokerage. ”
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