Top 8 Ways of How CRM for Real Estate Developers May Boost Your Business

Real estate developers often have to juggle a multitude of tasks—from managing property portfolios to maintaining proper client relationships. With the right software, such as CRM for real estate developers, these tasks can become streamlined and convenient processes, potentially improving your team’s efficiency and your company’s profits.

Some of the top CRM for Real Estate Developers include:

• Salesforce;
• Zoho;
• Hubspot;
• Pipeline;
• PlanPlus Real Estate.

In this article, we will explore the key tasks and operations in real estate development and how a specialized CRM can enhance them. We’ll discuss the top functionalities of a CRM for real estate developers and give examples of our top five property developer CRM options.

The Key Tasks of Real Estate Developers

Real estate developers are responsible for managing the end-to-end process of property development. Their tasks range from acquiring land and securing financing to designing projects, coordinating construction, marketing completed properties, and maintaining ongoing client relationships. Given the wide range of operations, real estate developers especially require streamlined management to ensure project success.

Some of the most common operations in real estate development include:

Acquiring Land and Property

The very first step in real estate development is finding and acquiring suitable land and property. To accomplish this, real estate developers must conduct thorough research, identify potential properties or land, conduct feasibility studies, assess the existing state of the property, negotiate with property owners, and secure financing or find investments.

This phase, though an initial one, is extremely important, as it lays the ground for further development, involves comprehensive market analysis to predict the project feasibility, financial evaluation, and strategic decision-making to ensure the property matches the goal of a developer or investor and will be profitable in the future.

Securing Financing and Budget Management

Securing the necessary funds for development projects follows the first phase of property acquisition. Developers prepare detailed financial reports, gather contacts and data about possible investors, manage investor communication and relations, and negotiate with lenders. In addition to this, developers should also have plans for expenses, possible extra costs, and similar financial data at hand.

Property Development Planning and Design

As the funding is secured, developers can initiate the building phase, which starts with planning and design. In order to enhance the quality of the project and meet regulatory requirements, developers often work with architects, planners, and engineers to create high-quality designs and plans that meet market demand.

This property development stage requires real estate professionals to initiate and coordinate concept development, prepare and submit plans for approval, and ensure the plans and development designs are compliant with zoning laws and building codes, as well as building regulations.

Performing these operations and maintaining high quality and tight deadlines needs a huge team of professionals. However, proper handling of this stage would allow for the effective development of the property, turning it into a profitable investment in the future.

Construction Management and Coordination

Once planning is complete, the construction phase starts. During this step, the developers are responsible for managing and coordinating designers, engineers, and architects with builders, suppliers, and delivery agencies.

The tasks in this process include finding, selecting, and organizing various contractors, setting and managing the project timelines, controlling the quality of work conducted, and addressing any construction issues that arise.

The primary goal of real estate developers during this phase is to ensure that the construction process provides them with high-quality property, follows the pre-defined schedule, and stays within budget.

Sales and Marketing

As the construction process is coming to an end, developers need to attract potential buyers or tenants. This can be accomplished with relevant marketing activities that deliver the value of the property to the target audience and promote the finished property.

Therefore, real estate developers must create relevant suitable real estate marketing strategies specifically, handle sales, launch, manage, and analyze the effectiveness of sales campaigns, communicate and coordinate with real estate agencies that may help them sell or lease the property, and host open house events.

Except for handling the client-related marketing, developers might want to market their own services for any possible investors or future clients, who later may want to consider purchasing the result of a real estate developed project for residence or investment. In both cases, the marketing and sales efforts of real estate developers are aimed at generating interest and closing deals as efficiently as possible.

Client and Stakeholder Communication

Real estate development processes are complex and involve a huge variety of members involved, from contractors to investors. Successful real estate development fully relies on the level of organization between all the parties. That’s why having clear communication with clients, investors, contractors, and all other stakeholders is a must.

For investors, developers must provide project timelines and progress updates, for lenders – financial information, for contractors and builders – the tasks and designs created by architects and designers. Moreover, during the process of development, unexpected issues like delivery delays, miscommunications, lack of materials, investor or lender concerns and inquiries, and many other troubles might occur.

Therefore, to ensure smooth project completion and long-term success of the property in the future, developers must have all the communication centralized and organized.

Compliance and Risk Management

Ensuring compliance with local, state, and federal regulations is one of the most crucial tasks for anybody in real estate. It is even more important for real estate developers, as they are responsible for the creation of a new property unit.

Real estate developers must always stay updated on local laws and legal requirements and regulations related to real estate and land, ways and methods to get necessary permits, and conduct regular risk assessments. If these are done properly and constantly, developers and everyone involved in the property operations will have a smooth and safe experience.

Post-Development Services

Finally, as the property is built and developed, there are some other tasks that developers might need to handle. After the project is completed, they often deal with property management. For instance, developers may contact and coordinate with property management firms to transfer property management to them and make the transition as smooth as possible.

During the process of setting up the property management, developers might need to address post-construction issues, manage future leases and other agreements, contact clients and investors, and altogether ensure ongoing satisfaction for tenants, investors, and owners.

Efficient management of real estate development can drive project success and result in the creation of long-term mutually beneficial relationships, helping developers achieve even the most ambitious business objectives. However, to accomplish that, developers need suitable software for real estate developers, like a well-customized CRM system.

How CRM for Real Estate Developers Can Help Streamline Processes in Real Estate

A CRM for real estate development is an invaluable tool that centralizes and streamlines core operations that real estate developers handle daily. It can help developers to track tasks, manage projects, and optimize existing workflows provided that it is fully adapted to real estate development needs.

With our 20+ years of experience in the real estate industry and CRM development and consulting, Ascendix can confidently state that customization and adaptation are essential points to consider when choosing a CRM for real estate tasks. One of the best CRM for real estate developers in this aspect is Salesforce Sales Cloud.

Salesforce is extremely flexible and customizable, as it allows for developing and implementing custom CRM objects, changing the sales pipeline and workflows, and inserting the required features specifically for real estate developers.

Moreover, increased security standards and the possibility to integrate a CRM with marketing tools or financial management solutions of Salesforce make Sales Cloud a perfect system for real estate developers, even though it requires some customization and setup at the beginning of its utilization.

However, to master Salesforce’s potential fully it is important to understand its core capabilities and functionality, as well as be aware of the functionalities of other CRMs in the market to be able to make informed decisions.

Below, we explore key functionalities of CRM for property developers that are essential for these tasks.

Lead and Opportunity Management

A customized real estate developer CRM automates lead capture and nurturing processes and allows professionals to gather and manage leads and opportunities in a centralized hub.

Key Functionalities:

• Automated Lead Capture. Property developer CRM software can gather, store and organize leads from multiple sources. For instance, in Salesforce you can set up the lead capturing processes tailored for specific business needs, with the possibility to save the required information, like the person’s name, position, company, and gather the lead’s sources and status.

• Lead Scoring. CRM software for real estate developers prioritizes leads based on predefined criteria or existing customization.
• Conversion Tracking. The CRM monitors the conversion rates of leads to clients, informing the real estate developers about the pipeline of leads and providing actionable insights.
• Follow-up Reminders. Advanced CRM software ensures timely communication with potential clients.

Project and Task Management

CRM for real estate developers streamline project and task management, ensuring that all phases of development are tracked and executed effectively.

Key Functionalities:

• Project Timeline Tracking. With a high-quality real estate developer CRM, professionals can monitor and manage data about key project members, milestones, and deadlines.
• Task Assignment and Monitoring. With real estate developer software, it is possible to assign tasks to team members and track their progress.
• Automated Workflows. Real estate developers can streamline routine tasks to reduce manual effort by using suitable tailored CRM and software. In Salesforce it is possible to automate communication with contractors as well as leads and clients and track the history of communications through different channels.

• Resource Allocation. Developers use CRM resources to ensure optimal utilization of resources in their team.

Sales Pipeline Automation

Automating the sales pipeline with CRM for real estate developers helps to convert prospects into clients faster and with better results.

Key Functionalities:

• Pipeline Visualization. Property developer CRM software provides a clear view of the sales process from lead to closing, which gives real estate developers a valuable view of how leads move in the sales process. The example of Salesforce below showcases the list of opportunities in the pipeline that have the status of high possibility of being closed.

• Automated Follow-ups. CRM for real estate developers sends reminders and updates to move deals forward. In Salesforce, for example, there are at least three ways to do this automatically: Workflow Rules and Process Builder (included in Sales Cloud), Task and Reminder Automation (included in Sales Cloud), and Flow (available at extra cost). All of these options allow actions to be triggered based on time-based criteria (like “3 days of no response”) and other conditions, with Flow enabling more advanced multi-step automation.

• Deal Stages. A convenient thing about real estate developer CRM is that it is possible to customize stages of the sales pipeline to reflect specific steps in the real estate sales process. For example, Salesforce can be configured to visualize deal stages and more efficiently keep track of sales process.

• Sales Forecasting. With advanced analytics functionality or an AI integration, CRM can project future sales based on the existing trends and identify potential bottlenecks.

Client and Stakeholder Communication in a CRM for Real Estate Developers

A property developer CRM software enhances client and stakeholder communication by centralizing all correspondence and ensuring timely follow-ups.

Key Functionalities:

• Centralized Communication. CRM keeps track of all interactions with clients and stakeholders.
• Automated Updates. Instead of regularly checking on the clients, and investors, and reporting on the progress, CRM for real estate developers sends regular project updates and reminders.
• Client Portals. A tailored CRM can be integrated with a custom-developed customer portal, which will then provide stakeholders with real-time access to project information. For instance, Ascendix can create and launch collaboration hubs based on Salesforce Experience Cloud which allows for seamless collaboration between real estate developers, investors, architects, contractors, and lenders. Moreover, the implementation of a safe document management environment helped real estate developers streamline the creation, distribution, and storage of contracts and legal documents for each party involved in the project. Except for this, we can develop customer account portals to make the customer experience smoother and more convenient, allowing your clients to easily share feedback and create support tickets, and helping your team handle customer or distributor requests faster.

• Email Templates. A majority of CRMs have integrated email capabilities. With them, real estate developers can streamline and standardize communication with leads and contractors. The predefined templates for emails can be customized and changed for various communication types, like the example below from Salesforce CRM.

• Instant Messaging. If incorporated into the CRM, instant messaging functionality can help real estate developers in quick communication through integrations.

Financial Tracking and Budget Management

CRM for real estate development helps to manage budgets more effectively and track financial performance, ensuring projects remain profitable.

Key Functionalities:

• Budget Tracking. With CRM you can keep an eye on spending to make sure it stays within budget and have a clear view of where the money’s going.
• Financial Reporting. It can also help you generate detailed financial reports and forecasts to get a handle on the big financial picture. This is especially useful if financial institutions, lenders or investors are involved in the property development process.
• Expense Tracking. With CRM for real estate developers, you can categorize and track all project-related expenses, so you’re always clear on costs and can catch any overspending early.
• ROI Analysis. You can measure the return on investment for different real estate development projects to check what’s working and make informed decisions on time.
• Invoice Management. A good CRM for real estate developers like Salesforce will also help you streamline invoicing by tracking payments and due dates in one place, making cash flow management much smoother.

Customizable Reporting and Analytics

Customizable reporting and analytics within real estate developer software provide developers with the possibility to actionable insights to make improved decisions.

Key Functionalities:

• Real-Time Dashboards. The best CRM for real estate developers displays key metrics and performance indicators, essential for keeping track of sales and projects. For example, in Salesforce you can create customized dashboards that show real-time updates on property listings, sales pipeline status, revenue forecasts, and project timelines.
• Customizable Reports. The majority of CRMs provide the possibility to generate reports based on real estate business needs. For instance, Salesforce users can create detailed reports on property inventory, sales velocity, commission tracking, and buyer demographics. You also can easily customize report formats, filtering options, and schedule automated report deliveries to stakeholders.
• Data Analytics. With CRM you can analyze sales progress, real estate market trends and identify areas for improvement. In Salesforce, it is possible to do that with Einstein analytics powered by AI, interactive visualizations, and predictive analytics to help understand market patterns, buyer behavior, and sales performance trends.

• Performance Metrics. CRM functionality allows users to track the performance of sales, marketing, team collaboration, and project execution. In Salesforce, for example, you can utilize Sales Cloud’s built-in KPI tracking system to monitor individual and team performance, track lead conversion rates, measure marketing campaign effectiveness, and evaluate project milestone completion rates.
• Forecasting Tools. In some CRMs, you can predict future trends and project outcomes based on the historical sales data. In Salesforce, forecasting and analytics are powered by the Einstein AI tool. If added to a Salesforce CRM, it enables real estate developers to create sales projections, estimate project completion timelines, and predict market demand using historical data.

Compliance and Risk Management

CRM for real estate developers helps to stay compliant with regulations, maintain proper documentation, and keep track of changing regulatory requirements.

Key Functionalities:

• Document Management. In CRM developers can also store, organize, and quickly access all compliance-related real estate development documents, such as building permits, licenses, quotes, offers, lease agreements, contractor’s services agreements, and certifications. For instance, Salesforce allows for creating custom document templates and automating their sending to the leads, clients, or investors. The example below shows a Salesforce custom quote template with the possibility to insert a company name (1), change the client’s name and address (2), add the sender’s details (3), and add the breakdown of the price for the specific customer (4).

• Audit Trails. Instead of taking notes in writing or storing the information in the documents on your computer, you can keep a record of all actions, changes, and decisions during the development process that were taken for compliance purposes.
• Safety and Incident Reporting. Safety and security are essential for real estate development. With CRM, it is possible to keep track of the project’s safety reports and any safety concerns and incidents to maintain high safety, follow the safety regulations thoroughly, and increase compliance.

Marketing Automation

Property developer CRM can also be integrated with third-party marketing tools to help real estate developers improve marketing and ensure that outreach and promotional efforts are well-organized and effective.

Key Functionalities:

• Targeted Campaigns. You can create and manage marketing campaigns targeted at specific audiences in the CRM, such as possible investors, clients, or contractors.
• Email Marketing Integration. With email marketing integrated tool or inner capabilities, you can automate email campaigns and newsletters.
• Customer Journey Automation. You can set up automated customer journey steps so that the lead receives targeted marketing campaigns depending on the stage of the marketing pipeline. For example, Salesforce allows for custom customer journey creation utilizing the most different communication channels – from social media to emails and SMS.

• Social Media Integration. With marketing tools integrated into the CRM, it is possible to schedule and track social media post-sharing.
• Lead Nurturing. With advanced integration features, you can automate the process of nurturing leads through personalized content for certain segments of the audience.
• Campaign Analytics. To perfect your marketing activities, measure the success of marketing campaigns and identify areas for improvement with existing CRM features or advanced integrations with third-party apps.

With these CRM features, real estate developers can simplify their processes, work more efficiently, and, in the end, increase their revenue. A well-designed CRM system, customized for real estate developers’ unique needs, helps ensure that every part of their complex projects is handled smoothly.

Top 5 Best CRM For Real Estate Developers: Ascendix’s Choice

To help you make an informed decision, we’ve identified the top five CRMs tailored to the unique needs of real estate developers. They offer a range of functionalities designed to simplify operations, enhance communication, and boost profitability.

1. Salesforce CRM

Salesforce for Real Estate Developers

Salesforce Sales Cloud	Centralize the data about clients, investors, contractors, and properties; Streamline sales activities; Automate communication with stakeholders; Capture and prioritize leads, schedule follow-ups, and nurture relationships; Use analytics capabilities to identify bottlenecks, improve sales process, and make accurate sales predictions.
Marketing Cloud	Create integrated marketing campaigns across multiple channels: emails, social media, SMS, and web; Utilize advanced personalization capabilities to deliver tailored messages to the leads; Automate customer journey management; Use advanced analytics to understand your target audience better and improve marketing and sales activities.
Marketing Cloud Account Engagement	Engage potential buyers or investors with personalized marketing campaigns; Automate emails, social media interactions, and content management; Streamline lead nurturing workflows; Track and analyze campaign performance to increase ROI.
Experience Cloud	Launch a secure branded portal for clients and investors to access updates on projects and the project documentation; Create a safe place for stakeholders to share their insights, thoughts, and updates.
Service Cloud	Automate customer service, inquiries handling, client requests management, and FAQs responses; Optimize field operations with real-time tracking of property inspections, maintenance schedules, and onsite appointments.
Financial Services Cloud	Monitor and manage property investments and project portfolios; Use tailored financial solutions for interaction with contractors, clients and investors.

The Uses of Salesforce Clouds and CRM for Real Estate Development

 

Overview: Salesforce is a leading platform known for its customization and scalability, which makes it arguably the best CRM for real estate developers. Used by over 150,000 businesses worldwide, including sectors like real estate, retail, and government, Salesforce is a top-of-mind CRM solution with advanced security features and immense customization capabilities. Founded in 1999, Salesforce has developed unique CRM products called Clouds to address the specific challenges of various industry verticals.

Key Features:

• Customizable Dashboards: Salesforce provides users with enhanced customization possibilities, allowing tailored solutions for each business’s unique needs. You can add various components to the reports and sales pipeline, such as charts, graphs, tables, metrics, as well as custom lead sources, statuses, probability of deal closing, etc. The CRM can be customized using a convenient drag-and-drop interface. Salesforce also enables integration with external data sources and various advanced third-party app functionalities not available in standard widgets. The flexibility of Salesforce makes it one of the best CRM in real estate development. From more than two decades of experience in the real estate industry and CRM development, we at Ascendix reached the conclusion that Salesforce is a perfect solution for real estate, as the sphere requires functionality that is specifically created and adapted for certain workflows.
• Task and Project Management: Salesforce allows users to create, assign, and track tasks associated with real estate projects, set priorities and due dates for tasks, monitor task and project progress in real time, visualize project timelines through Gantt charts or Kanban boards, and analyze task completion rates, project milestones, and overall project health. Team members also can have access to project-related documents, notes, and updates, which helps everyone to stay on the same page about the project’s timeline and parties involved.
• AppExchange: Salesforce provides users with a unique possibility of access to industry-specific apps and integrations on the dedicated platform for Salesforce-based apps – AppExchange. Real estate professionals can find a lot of valuable additions here, including such useful real estate tools as Ascendix Search (used for convenient search within Salesforce CRM) and Composer (used for easy and streamlined creation of brochures and marketing materials for real estate), which enhance functionality for real estate developers.
• Customer Portals: To make real estate development management smoother, it is possible to use other Salesforce Clouds’ capabilities and integrate them into the CRM. For instance, using Experience Cloud, Ascendix can build customer portals, providing a direct line of communication and data access for clients, and using Service Cloud, we can help you automate clients’ and investors’ inquiries management.
• Integration Capabilities: Salesforce has robust integration capabilities that allow real estate developers to connect with other tools and platforms. This includes all kinds of integrations – from Marketing and Service Cloud to external apps. Whether it’s a connection with property management software, financial or invoicing systems, or marketing tools, Salesforce ensures that all critical business functions work in harmony. Examples of widely used Salesforce integrations are Marketing Cloud, Pardot, Service Cloud, Heroku, MuleSoft, Slack, and Tableau.

Salesforce products and solutions for real estate development are available through both the AppExchange ecosystem and the customization possibilities of Salesforce itself. This allows developers to tailor Salesforce to their unique needs without relying on additional tools. While Salesforce often requires significant setup efforts due to its complexity and wide range of services and products, this process results in a powerful CRM system deeply personalized for real estate development needs.

Customized and fully adapted, Salesforce CRM is a perfect solution for real estate developers that would be fully aligned with your specific business workflows. However, mastering Salesforce might indeed require professional help. That’s why Ascendix is here to help you unlock its full potential for your needs.

How Ascendix Maximizes Salesforce for Real Estate Development Businesses:

• Tailored Solutions. We specialize in transforming Salesforce into a system designed for your specific needs and requirements.
• Expert Consulting Services. Our experts will guide you through the entire process of Salesforce adoption, from initial investment and setup to ongoing support.
• Industry-Specific Customization. With our deep real estate knowledge, we configure Salesforce to meet the demands of real estate development.
• Streamlined Workflows. We design customized workflows that enhance the productivity and efficiency of your Salesforce CRM.
• Integration Management. Ascendix can integrate Salesforce into your existing systems, enhancing its usability.
• Training and Support. We provide thorough training to ensure your team feels confident using Salesforce.

By partnering with Ascendix, you turn Salesforce’s extensive capabilities into a powerful, industry-specific tool, designed to foster success and growth for your real estate development business. Let us help you transform this potential into tangible business benefits.

2. Zoho CRM

Overview: Zoho CRM is a versatile solution suitable for real estate developers of all sizes. It offers extensive customization options to meet the specific needs of your business.

Key Features:

• Workflow Automation: Streamlines routine tasks and processes, such as sending follow-up emails to leads or lead scoring processes. It is also possible to set up custom automation with the help of the Macros tool, in order to perform predefined actions on a group of records in a module.
• Sales Pipeline Management: Visualizes the sales process with custom dashboards and reporting functionality. You can generate tailored reports to analyze sales performance and marketing effectiveness in real time.
• Multi-Channel Customer Engagement: Communicate with leads, opportunities, and existing customers via various channels, such as emails, social media, live chats, and phone calls.
• Effective Lead Management: Centralizes all lead interactions and history. You can manage leads through automated distribution and scoring systems that prioritize leads based on their potential value.
• AI Capabilities: Zoho has a generative assistant Zia, which is essentially Zoho’s interpretation of OpenAI’s ChatGPT, adapted for the CRM users’ needs.
• Integrations: Zoho integrates with different third-party applications, including email platforms, social media tools, and accounting software. Some of the most widely used integrations are Gmail and Google Workspace, Outlook and Microsoft Suite, telephony systems, social media integrations and content creation tools, and e-commerce platforms.

3. HubSpot CRM

Overview: HubSpot CRM provides a user-friendly interface combined with wide CRM functionality, making it one of the best CRM for real estate developers looking to enhance their client management and marketing.

Key Features:

• Contact Management: HubSpot centralizes all stakeholders’ contact information, including profile details, communication history, and interactions, for the team to quickly access all the required data.
• Pipeline Management: In HubSpot, you can customize pipeline stages and track deals through various stages.
• Marketing Hub: HubSpot integrations allow real estate developers to launch marketing campaigns directly from the tool. You can also automate email campaigns, social media, and content marketing, as well as track the success of marketing efforts with customized reports.
• Analytics and Reporting: It is possible to generate custom reports on sales and marketing activities.
• Call Tracking: A useful feature of HubSpot is that the CRM allows the user to make calls directly from the platform while the system logs call details automatically for future reference
• Integrations: HubSpot also has extensive third-party app integrations for enhanced functionality, such as Gmail, Outlook, Calendly, LinkedIn Sales Navigator, Mailchimp, Hotjar, Shopify, and others.

4. Pipeline CRM

Overview: Pipeline CRM is an adaptable CRM tool designed to drive sales for businesses of all sizes. This CRM offers various features for property developers that streamline sales processes, boost team collaboration, and provide valuable insights.

Key Features:

• Lead and Opportunity Management: Pipeline captures and manages potential customers, scoring them based on engagement to prioritize sales efforts. The CRM has also a Leadbooster feature – a lead generation and prioritization tool, that helps businesses capture high-quality inbound and outbound leads before they leave the pipeline.
• Sales Pipeline Management: Users can define and modify sales stages to match their business processes, including changing and adapting opportunity types (investor, contractor, client). The CRM also visualizes sales pipelines to track deals through stages and identify bottlenecks.
• Advanced Reporting: Customizable reports and real-time dashboards with performance metrics such as win rates and sales cycle lengths offer insights into sales performance.
• Task and Activity Management: Pipeline CRM automatically creates tasks based on the progress of deals within the pipeline. It can also notify users about important tasks and deadlines.
• Integration Capabilities: Pipeline integrates with tools like Outlook, Google Workspace, and Slack.

5. PlanPlus Online Real Estate

Overview: PlanPlus Online Real Estate is designed to meet the demands of real estate professionals. It includes a comprehensive suite of tools to manage projects, clients, and operations. The CRM is cloud-based, which makes it easily accessible and secure, and has high customization capabilities.

Key Features:

• Contact and Lead Management: The CRM allows you to organize and manage client information in one place, gather, track, and nurture leads, and keep track of client interactions.
• Property Management Features: Designed for real estate, PlanPlus allows its users to manage property listings, including details and status updates, integrate the CRM with MLS, track real estate deals, and store and manage documents related to a certain deal or client in one space.
• Task Management Capabilities: It is possible to assign and track task completion progress directly in the CRM. You can also schedule meetings within the platform, integrate Google or Outlook calendars, and manage appointments and deadlines easily.
• System Customization: The platform allows for different roles and types of access to be distributed among employees, meaning each employee can access what they need. You can also add custom reporting and analytics fields, depending on the metrics important for a certain business.

By selecting the right CRM for real estate developers, it is possible to streamline their operations, improve client relationships, and drive business growth. Each of these CRMs offers a range of functionalities designed to meet the specific needs of real estate development, ensuring that you can manage your projects efficiently and profitably.

Ascendix CRM Consulting Services for Real Estate Developers

At Ascendix, we are a team of innovators dedicated to helping real estate developers embrace the power of modern technology.

Based on our extensive experience working across 10 CRM platforms and over 20 years in business automation, we believe that Salesforce stands out as the best CRM for real estate developers when it is appropriately customized with the help of professionals with the right expertise.

Our deep understanding of both Salesforce CRM specifics and the real estate industry makes us the ideal partner to help you leverage this powerful platform for your real estate development needs.

Why Choose Ascendix for Your CRM Needs?

We have a proven track record of providing top-notch technology solutions to some of the most renowned names in the industry, including JLL and Savills. We understand the unique challenges real estate developers face and offer customized services to address these issues effectively.

Our Services

Salesforce Implementation

Boost your operations with a Salesforce setup tailored for real estate developers. We ensure a seamless implementation process to manage properties, sales cycles, and client interactions.

Salesforce Customization

Tailor Salesforce to your specific needs. We customize workflows, dashboards, and reports to integrate seamlessly with your business processes, ensuring you get the most out of the platform.

Salesforce Consulting

Receive expert guidance to optimize your use of Salesforce CRM for real estate developers. Our experts offer strategic advice and solutions designed to maximize your investment and enhance your real estate operations.

Migration to Salesforce

Smoothly transition from any of your existing systems to Salesforce. We manage all aspects of migration, ensuring data integrity and minimal disruption, tailored specifically for real estate developers.

Technology Audit

Our expert team can conduct a thorough audit of your current technology stack, whether it’s a dated CRM or an underperforming platform. We identify inefficiencies and areas for improvement, helping you optimize your technology for better performance.

Custom Development

Have a unique project in mind? As experienced product developers with five offices worldwide, we have the expertise and resources to bring your ideas to life. From initial concept to final deployment, we support you at every stage of development.

Contact Us

If you’re a real estate developer looking for a technology partner sensitive to your challenges, look no further. Ascendix is here to help you succeed by integrating cutting-edge CRM and AI solutions customized to your needs.

Reach out to us to learn more about how we can assist you in revolutionizing your real estate development projects.