AscendixRE: Commercial Real Estate CRM

AscendixRE: Commercial Real Estate CRM

AscendixRE converts Dynamics 365 and Salesforce into an easy-to-use CRM for commercial real estate brokers. It offers a robust deal, pipeline, property, and contact management, stacking plans, commission splits, extensive mapping tools, it has convenient Outlook/Gmail integrations, mobile apps and everything else you need to run your brokerage.

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

What is more, AscendixRE is highly customizable and we offer CRM customization services to make sure you'll get exactly what you need.

key benefits of commercial real estate database software AscendixRE

When Choosing AscendixRE, You Get:

  • An easy-to-use CRM with a comprehensive CRE functionality, intuitive and straightforward, with no user minimum.
  • A cloud-based CRM you can access anywhere and from any device.
  • Powerful software for commercial real estate brokers on top of the world's best CRM platforms: Salesforce and Dynamics 365 Online (You choose). It means world-class experience, security, and the up to date tools to boost the productivity of your brokers.
  • Track activities, deals, properties, listings, and leases in one place.
  • Visualize stacking plans, display properties on map, automate general commission calculations.
  • Equip your real estate agents with easy-to-use sales tools to drive more sales
  • You get more than a license, but a technology partner. We'll support you every step of the way, offer upload help, training, concierge service and can customize CRM to make it truly yours.

13 years ago we started cooperation with JLL, Transwestern, and many other brokerages to help them optimize their CRM systems and to increase CRM adoption of their brokers. A few years later, we created AscendixRE CRM which took into account all the lessons we learned and packaged them up.

Great Platform and Customer Service!


I've looked at a number of different Commercial Real Estate CRMs and none were able to handle some specific customizations my team was looking for until I found Ascendix. We wanted the ability to create fields that would allow tenant rent schedules and early termination options for our existing clients (not just commencement and expiration dates) with detail we could use to generate tasks and even auto-generate e-mails to advise tenants or rent bumps or options that they might want to exercise. Their customer support has been very attentive and patient with our detailed questions. Whereas with some others I felt a sense of exasperation on the other side of the phone with some of our specific needs, Ascendix was up for the challenge. There is a lot of customization with the platform and a willingness to help unharness its full capabilities.

James Mack

White Glove Concierge Service
Commercial Property Management and Stacking Plans

Commercial Property Management and Stacking Plans

Keep all property information you need, store as many images/photos as you wish, easily track leases and availabilities, display multiple properties on map and even generate PDF/Excel stacking plans in one click. Get notified of essential updates and quickly get the data you need on the go.

stacking plan software for commercial real estate brokers

Finally a Software That Gets it


I am a commercial broker and have used various platforms for CRM. I switched to Ascendix 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 ability to provide virtually full lease administration services without the high cost to my clients is critical. The ease of use of the software is also wonderful and the ability to easily customize things has been a huge plus. Chris and Phillip have been great at providing excellent customer service and answering any questions I have. They make me feel like I am their only subscriber with the attention I can receive from them. 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. I could not be happier with my experience.

Lora Munson

Deals: Track Relationships Even More Richly

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.

deal tracking for commercial real estate brokers agents with AscendixRE CRM for Salesforce

  • 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 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 period 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.

deals tracking commercial real estate crm AscendixRE

Track Inquiries for Lease and for Sale

Track Inquiries for Lease and for Sale

track inquiries for lease and for sale

Lease and Sales history tracking shouldn’t take lots of time, and it is so with AscendixRE.

  • 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.

Convert Inquiries at a glance

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

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.

Barry Spagna

Run Your Brokerage On the Go

Run Your Brokerage On the Go

If you wish, keep working in Outlook or Gmail while we'll 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 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, accounts right in your Outlook or in the mobile app. We will automatically prefill the contact details 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 typing.
Commercial Property Listings Portal Integration

Commercial Property Listings Portal Integration

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.

Ascendix Search: Commercial Real Estate App for Salesforce

Ascendix Search: Commercial Real Estate App for Salesforce

Ascendix Search helps commercial real estate brokers that use Salesforce or Salesforce-based CRMs like AscendixRE take advantage of their data:

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

Ascendix Search is included in our xRE Enterprise package or can be purchased separately for $15/user/month. Start your free trial now!

Brokers About Ascendix Search


We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity!

Hal Penchan

Generate Property Reports & Flyers in a Few Clicks

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, real estate flyers, with a few clicks. It pulls data and images from AscendixRE and creates files automatically.

commercial real estate reports flyers brocure generation via Composer report writer for Salesforce

Features include:

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

Brokers About AscendixRE


Best off the shelf solution for CRE Firms.

I was up and running within a day.

Great platform and customer service!

Fantastic customer care and unmatched customization.

Outstanding CRM for Commercial Real Estate Professionals.

The Best for Commercial Real Estate.

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Request a Free Trial of AscendixRE CRM

AscendixRE is a great CRM for brokers of all sizes. Try AscendixRE CRM for free within 30 days. We'll help you to set up everything and upload your data for free. No obligations.