AscendixRE CRM for Commercial Real Estate

The best CRM for commercial real estate brokers on top of Salesforce®.
Prospect, Automate, Track, Report, and Personalize the Experience of Your Clients.

A Commercial Real Estate CRM You’ll Use

AscendixRE is an easy-to-use, yet powerful CRM for commercial real estate brokers.

It is highly customizable and easily adapts to your needs while being intuitive and straightforward.

The CRM is built on top of Salesforce and takes into account the needs of commercial real estate firms.

It means complete commercial real estate functionality in addition to world-class experience, security, and the up to date tools to boost the productivity of your brokers.

Perfect Fit For:

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Tenant Reps
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Landlord Reps
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Investment Sales (Buyer/Seller Reps)
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Commercial Mortgage Banking Brokers
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Land Brokers
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Property Managers

When Choosing AscendixRE, You Get:

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Secure & Cloud-Based CRM

A cloud-based CRM you can access anywhere and from any device. AscendixRE is built on top of Salesforce and converts it into easy-to-use and comprehensive CRM for commercial real estate brokers.

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Smart Prospecting Tools

Start using prospecting tools to mine targeted lists of contacts to make calls and send emails to. Get automatic reminders on lease expirations or when it is time to get in touch with your contacts. Easily monitor and plan your sales activities.

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Ascendix Search Mass Email Tool Case Study | Ascendix

Automated Workflows

Schedule follow-up meetings for prospects automatically and “auto-assign” marketing tasks to various people associated with the marketing of a new listing. Automate the approval process, capital sources tracking, and more.

Ascendix Search Mass Email Tool Case Study | Ascendix
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Powerful Prospecting for AscendixRE Salesforce App Development Case Study | Ascendix
Powerful Prospecting for AscendixRE Salesforce App Development Case Study | Ascendix

Track All Data Your Need

In addition to traditional CRM functionality, AscendixRE lets you track properties, listings, sales, leases, land, capital sources, availabilities in one place. You can also add custom objects so you can track all essential information in one place.

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Stacking Plan Feature for AscendixRE Salesforce App Development Case Study | Ascendix

Commercial Real Estate Tools

Visualize stacking plans, display properties on a map, and use a map to search for properties in a certain area, automate general commission calculations.

Stacking Plan Feature for AscendixRE Salesforce App Development Case Study | Ascendix
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Dashboard Functionality for AscendixRE Salesforce App Development Case Study | Ascendix
Dashboard Functionality for AscendixRE Salesforce App Development Case Study | Ascendix

Robust Reporting Functionality

Get a complete overview of your business with pre-built charts and graphs to track your business. Use reporting tools to build custom charts and track essential data.

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Relationship Data Bucket for AscendixRE Salesforce App Development Case Study | Ascendix

Convert Inquiries at a Glance

Are you ready to begin the sales process? Press ‘Convert Inquiry’ the button and choose if you want to create an account, contact, or deal for this record. By default, we’ll save lease or sales preferences. AscendixRE will create and automatically link the chosen records for you. It is easy, fast and all valuable info is saved!

Relationship Data Bucket for AscendixRE Salesforce App Development Case Study | Ascendix
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Ascendix Marketspace Portal Solution
Ascendix Marketspace Portal Solution

Commercial Property Listings Portal and Secure Deal Rooms

Want to showcase your commercial property listings on your website? Ascendix has a solution: a property listings portal that integrates with AscendixRE CRM and lets you publish and update your listings right from your CRM. Ascendix adds all web leads to the CRM automatically. Leverage our automated workflows to move them through the sales funnel.

Learn more

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Concierge & CRM Customization Service

We’ll support you every step of the way, offer upload help, training, concierge service, and can customize AscendixRE to match your needs. Being a CRM consultant since 1996, we know how to help you use the most out of CRM and can connect it with other software your team use.

 

 

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Report Generation Tool for AscendixRE Salesforce App Development Case Study | Ascendix
Report Generation Tool for AscendixRE Salesforce App Development Case Study | Ascendix

Generate Property Reports & Flyers in a Few Clicks

Generate high-quality property tour books, availability and activity reports, and other commercial real estate brochures right from AscendixRE with Composer.

Composer is a commercial real estate brochure software that generates branded reports and real estate flyers within a few clicks. It pulls data and images from AscendixRE and creates files automatically.

Features include:

  • Generate property availability, leases, accounts, and activity reports with a few clicks
  • Fill your property’s data and images automatically
  • Send the generated files to your prospective clients, and property owners right from your CRM
  • Use preset templates, no need to create them.

Get AscendixRE Demo

See AscendixRE in action and learn how it can help you sell, lease, manage, and invest in commercial real estate.

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Deals: Track Relationships Even More Richly

AscendixRE supports all common commercial real estate deal types: landlord, buyer, seller, and tenant representation, asset management, lease administration, property management, listing pursuit, capital markets, financing, consulting, and more. No need to decide what fields to create. Everything is prebuilt for you.

Landlord Representation

Maximize property values by attracting top tenants to your property and track all communication with them.

Buyer Representation

Help buyers select the optimal property and provide them with detailed reports on your activities generated based on your CRM data.

Seller Representation

Keep an up-to-date database of assets, buyers, sellers, and pricing information. Use prospecting tools to get in touch with potential buyers.

Tenant Representation

Provide customers with the best offices/properties for the best price on the market thanks to up-to-date CRM data and robust property search tools.

Lease Administration

Store all lease information in one place, use interactive stacking plans to see lease details including lease expiration and rent. Get lists of tenants to follow up.

Property Management

Monitor and track leads, manage properties throughout the entire rental process, get notified on upcoming lease expirations.

Asset Management

Track all assets in one place and access all information from any device and whenever you need it.

Financing

AscendixRE supports tracking Financing deals. Use drag and drop to move your deals in the pipeline and forecast expected revenues.

Consulting

Track consulting deals, store all communication and interaction in one place.

Landlord Representation

Maximize property values by attracting top tenants to your property and track all communication with them.

Buyer Representation

Help buyers select the optimal property and provide them with detailed reports on your activities generated based on your CRM data.

Seller Representation

Keep an up-to-date database of assets, buyers, sellers, and pricing information. Use prospecting tools to get in touch with potential buyers.

Tenant Representation

Provide customers with the best offices/properties for the best price on the market thanks to up-to-date CRM data and robust property search tools.

Lease Administration

Store all lease information in one place, use interactive stacking plans to see lease details including lease expiration and rent. Get lists of tenants to follow up.

Property Management

Monitor and track leads, manage properties throughout the entire rental process, get notified on upcoming lease expirations.

Asset Management

Track all assets in one place and access all information from any device and whenever you need it.

Financing

AscendixRE supports tracking Financing deals. Use drag and drop to move your deals in the pipeline and forecast expected revenues.

Consulting

Track consulting deals, store all communication and interaction in one place.

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix

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.
High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix
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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.
MarketSpace Listing Portal Case Study | Ascendix

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.
MarketSpace Listing Portal Case Study | Ascendix
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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.

Brokers Love AscendixRE

Lora Munson
Executive Vice President at Colliers International Utah

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.

Brandon Vandermyde
Senior Vice President, NAI Excel

AscendixRE has given me the ability to create follow-up reminders to reach out to former clients has been invaluable. I have been able to use that same dashboard to let me know which deals I have not been paid for. It reminds me every time I pull up my dashboards, which means I don’t let my hard-earned commissions slip through the cracks by forgetting to follow up with landlords who still owe.

Barry Spagna
CRESA New York

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.

Colt Power
Partner, Robert Lynn

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!

AscendixRE Pricing

Our pricing plans make AscendixRE affordable for any brokerage and it is definitely one of the best value propositions on the market.

Salesforce license is included. You will be billed annually

xRE Foundations

Core CRM Functionality

$49

/month

  • Lease, Sale, Property, Listings, Availabilites, Capital Sources Tracking
  • Pre-Build CRE Fields & Reports
  • Traditional CRM Functionality
  • Salesforce License
Try for free

xRE Enterprise

$79

/month

  • Ascendix Search
  • Ascendix Composer
  • Stacking Plans
  • Concierge Service
  • Up to 15 Custom Objects
  • Commission Calculations
Request a Demo

xRE Unlimited

$99

/month

  • Property Listings Portal
  • Secure Deal Rooms
  • Automated Lead Capture

Bring your business to the next level with listing portals and deal rooms

Get everything!

Commercial Real Estate Solutions

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AscendixRE for Tenant Reps

AscendixRE is an all-in-one platform for tenant representation brokers.

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AscendixRE for Capital Markets

A capital markets platform built on Salesforce that helps commercial mortgage bankers and capital markets professionals in their daily activities.

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AscendixRE for Land

Selling Land differs from other commercial real estate properties. AscendixRE Land is focused on the needs of Land brokers and makes it easy to track all business in one place.

Learn More

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Get AscendixRE Demo

Need a commercial real estate CRM? Top brokerages trust AscendixRE and will be happy to show how we can simplify and better your everyday work. Book a Live AscendixRE Demonstration.

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