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. Read the full review »Mika Casey, Menlo Group Commercial Real Estate ⭐⭐⭐⭐⭐ Oct 19, 2020
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. Read the full review »Hunter Kennedy, Source Energy Partners, LLC ⭐⭐⭐⭐⭐ Sep 23, 2020
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. Read the review »Saimir Qalliu, Colliers International Indiana ⭐⭐⭐⭐⭐ Aug 10, 2020
ColliersView is an efficient product that obviously increased the capability of the core AscendixRE CRM solution
Instead of spending 10 hours to provide a report or service to a client, our brokers can do it in half the time and be as efficient and probably more effective than they would otherwise have been a year ago. I would a hundred percent recommend anyone to use Ascendix. The customer support and the teams that we have worked with have been great. Ascendix has been extremely accommodating to our needs. They have been a true partner in the development of a tool that will benefit us for the long run. Ascendix is dedicated to this space for the future, by investing in R&D and product improvement. Read the full case study»Robert Sattler, Cresa ⭐⭐⭐⭐⭐ Jul 13, 2020
AscendixRE gave us the best features and the way the team worked with us was very helpful
I would a hundred percent recommend anyone to use Ascendix. The customer support and the teams that we have worked with have been great. Wes and Chris were really involved and very helpful. And we were talking about moving things from Excel spreadsheets, imports, and CSV files. And they just walked us through that process, and we felt comfortable that they would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I thought that we would probably have 50% success, but we got it to 85-90%, so everything is converted over. And it was really because of the Ascendix team and that is why we decided to go with it. We just felt like they were very hands-on and if we needed something, we could just pick up the phone and call them. And that's set Ascendix apart from the other companies that we looked at. Read the full case study»David Noble, Hanna Commercial ⭐⭐⭐⭐⭐ Oct 8, 2019
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 it’s fullest. I would unconditionally recommend Ascendix, both for the software and the management and support team. Read the full case study»Cory LaDuke, Cushman & Wakefield / Pyramid Brokerage Company ⭐⭐⭐⭐⭐ Sep 25, 2019
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. Read more»Brett Visintainer, Visintainer Group ⭐⭐⭐⭐⭐ Aug 29, 2019
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. Read more»Tom Quinlan, Newmark Knight Frank ⭐⭐⭐⭐⭐ Aug 15, 2019
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.Bill Janis, Helios Healthcare Advisors ⭐⭐⭐⭐⭐ Feb 4, 2019
Great platform for a small business with ambitions to grow large
The amount of time, attention, and responsiveness we've received from the Ascendix team has been truly incredible. Most of our issues or questions are addressed within a 24-hour window. While we have ambitions to grow large, we only have two accounts with Ascendix currently. That doesn't stop them at all from providing excellent service. You really feel like they treat their smaller clients just as important as their larger ones. They are extremely reliable. Also, Ascendix Search is a really powerful tool.Stan Edwards, Commercial Property Resources ⭐⭐⭐⭐⭐ Dec 28, 2018
No Better Service; Excellent Platform
I've been a Salesforce user for over a decade. And, I've worked with several VAR's during that period. I've worked with a couple in my current industry (commercial real estate), and not one comes close to the level of service and attention that I have received from the folks at Ascendix. From the founder Wes, to Phil and Chris (even the accounting department) have been amazing to work with. Not only do they know the platform, they understand commercial real estate and have been able to develop a platform that works the way we work in our industry. I hear a lot about other SF based applications in our industry. But, without the support and service provided by Ascendix adoption is not going to be as high as it could be. I couldn't be happier about switching from the VAR I was working with to Ascendix. I have and will continue to recommend the platform to all my broker clients, contacts and colleagues.Cory LaDuke, Cushman & Wakefield, Pyramid Brokerage ⭐⭐⭐⭐⭐ Dec 19, 2018
Game Changing Software
AscendixRE is a great piece of software that has helped my business quite a bit. I've been using the software for a short time; however, believe it will help me grow my book of business exponentially in the years to come. I've already become much more organized and have truly only scratched the surface of what the database can do. I tried a few different platforms before electing to move forward with AscendixRE. One of the most important factors that helped me decide that this database is right for me is the level of service that the AscendixRE Team offers/ They do a great job of helping brokers get acclimated to the platform. They also respond promptly to any questions you have. AscendixRE is the way to go!Stephen Songy, Sagemont Real Estate ⭐⭐⭐⭐⭐ Nov 15, 2018
Flexible platform, great service
My focus is on serving corporate and healthcare occupiers, providing a wide range of solutions to meet their needs. I’ve been in the real estate services industry for about 8 years. Prior to that, I worked in real estate investment, development, and capital markets. What we like about Ascendix is the CRM functionality “out the box,” with market intelligence and portfolio administration capabilities included, as well. The system has promoted greater organization of our business development process. It has also enhanced our internal team communication and coordination on business development efforts. I also enjoy it’s flexibility. We coordinate as a team and have a continuous improvement program to better leverage the system. Typically, we can make desired customizations quickly and easily, with no additional cost. Read an interview with Stephen >David Hanna, Foundry Commercial ⭐⭐⭐⭐⭐ Oct 30, 2018
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 breathe 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 on boarding 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.Colt Power, SIOR, CCIM, NAI Robert Lynn ⭐⭐⭐⭐⭐ Oct 22, 2018
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!Karen Weaver, Metropolitan Capital Advisors ⭐⭐⭐⭐⭐ Aug 24, 2018
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.Alex Peck, Lee & Associates ⭐⭐⭐⭐⭐ Jul 27, 2018
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.Jim Lang ⭐⭐⭐⭐⭐ Jul 11, 2018
Can't imagine what I would have had to pay an independent consultant to do everything you guys did. Very complex data import of thousands of records and relationships was handled quickly and professionally. All this for a solo shop like me is amazing. No waiting around a day or two for a reply email, etc. Entire team was on it from start to finish. Very happy!Barry Spagna, CRESA New York ⭐⭐⭐⭐⭐ Jun 07, 2018
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. Ascendix has made me more organized, efficient which has caused me to have a new focus on my new business development. Read The Full Story»Howard West, Newmark Knight Frank ⭐⭐⭐⭐⭐ May 24, 2018
Great functionality, customizability, maps are a big plus, support is great
After using excel spreadsheets for years, I earlier this year I decided 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.Ed Lyden, State Street Realty ⭐⭐⭐⭐⭐ May 14, 2018
Great Product and Service...
After considering several different CRM's, I felt Ascendix offered the most flexible and competitively priced product in the market. Although I've only been using the CRM for a few months, I can already see the benefits and positive impact it will have on my business development. Lastly, the folks in customer service have been exceptional to deal with and have always been prompt to respond to all of my questions. I am extremely pleased so far with the product and service.George Lulos, Colliers International ⭐⭐⭐⭐⭐ May 08, 2018
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.Paul Gibbs, The Excelsior Group ⭐⭐⭐⭐⭐ Mar 06, 2018
White Glove Customer Service!
Its not often you find a company that truly cares about customer service like AscendixRE does. Wes and Chris truly went above and beyond the call of duty during the on-boarding phase and after. I never felt like I had a question that was too big or small for them. While I was only one person, they treated me like I was part of a huge company. My only recommendation is for Wes to write a book on customer service as a playbook for other companies!Samantha Alfaro, Insite Educational Facility Services ⭐⭐⭐⭐⭐ Mar 02, 2018
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 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.William Bailey, Stream Realty Partners ⭐⭐⭐⭐⭐ Dec 01, 2017
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.