AscendixRE CRM for Commercial Real Estate

Robust Commercial Real Estate CRM Functionality

• Have a global view of all deal flow in one place.
• Update the sales stage with drag and drop and see the projected dollars in your pipeline in real-time.
• Know about all related listings, prospective properties, financial information, sales/lease terms, and all involved connections from the buyer and lender side.
• Attach related leases, listings, deal periods, and even commissions.
• Track your team activities and tasks and know who from your team is related to the same accounts or properties. Don’t miss an opportunity to benefit from the insider info. Impress with your expertise and knowledge.
• Prioritize your time and get more meetings, more activity, and a bigger pipeline.

Track Inquiries for Lease and for Sale

Lease and Sales history tracking shouldn’t take up a lot of, and AscendixRE makes sure of that.

• Save the most critical information for your lease or sale inquiries: contact info, activity history, property type, and class, expected square footage and rent, region, and a required move-in date. All these fields are prebuilt for you.
• Need something else? Easily add any fields and values to make CRM truly yours.
• Create markets and regions that are meaningful to your brokerage.
• Add as many new fields as you wish.

Intuitive Prospecting Tool

Ascendix Search is a Salesforce app that is available for all AscendixRE users and helps you mine targeted lists of contacts to make calls and send “targeted batch” emails out.

• Create call and email lists using multiple criteria
• Track lease expiration dates and move-in dates of your leads
• Get properties and availabilities that match all criteria of your clients thanks to a very detailed filtering functionality
• Locate your records on a map and use that map to narrow down your searches. Draw shapes on a map to get properties or other records from a specific territory.
• Mass edit and update your records and add multiple notes, events, and calls all at once.

Run Your Brokerage On the Go

If you wish, keep working in Outlook or Gmail while we create new contacts, accounts and save the history of your communication automatically. Get a grounding of your interactions and conversations with every person without leaving your Outlook or using your mobile phone.

Stay mobile and work with your data wherever you are thanks to our commercial real estate app for iPhone and Android and our handy Outlook and Gmail Integrations!

• View and work with your CRM records directly in Outlook and via mobile phone.
• Search your contacts, leads, properties, and other records.
• Create new contacts, leads, and accounts right in your Outlook or in the mobile app. We will automatically prefill the contact detail fields for you.
• One click and your email correspondence will be added to the CRM.
• Call your contacts right from our mobile app.
• Create notes and schedule new events using your voice or by typing.