Based on the PCMag study, over 80% of the top-earning real estate agents use a CRM system to manage their deals and listings. However, buying CRM software is akin to buying a house: there are lot of moving parts as well as legal, financial and even structural aspects.
The best way to make the right choice is to learn the features and price of top CRM vendors.
In this article, I’m going to analyze Salesforce real estate CRM pricing options, because Salesforce is the #1 CRM that for 8 years has been offering best-in-class solutions for RE and CRE firms of any size. Therefore, I’ll review how it is sold and bundled in various ways with CRE software providers like Ascendix.
There are 4 available Salesforce real estate pricing plans:
If you decided to use Salesforce for your real estate practice, you have three options to buy Salesforce licenses:
| $25-$300 user/mo | $79-$129 user/mo (includes SF &AscendixRE license) | $199 user/mo (includes SF &AscendixRE license) |
Depending on the kind of Salesforce plan you purchase (Professional, Enterprise, Group or Unlimited), what you generally get is a CRM system that lets you track Accounts, Contacts, Leads, and Opportunities.
Salesforce is industry-agnostic CRM, meaning that it will not be tailored to your specialty.
It means that you need to adapt and customize it to capture your business processes and the data modeling you wish to set up. Here’s an example: you need to build a Property object if you’re in Real Estate, or a Loans object, if you’re in Finance. To do that you need to create custom fields. It can be a time-consuming process and most businesses don’t have a dedicated resource to accomplish this.
In this case, you need to hire a Salesforce consultant (or a team).
Ascendix Technologies can serve as your Salesforce consulting partner by providing best practices, counseling, and implementing your business requirements in a way that makes your Salesforce investment a valuable long-term asset.
Pros and Cons of Salesforce Real Estate Pricing Option #1
When you purchase a license from Salesforce directly, it can run you up to $300/user/month. The Unlimited plan includes 7 top features:
More information about Salesforce real estate pricing you can find here.
As you can see, buying from Salesforce is a good thing, however, if you have niche needs, be ready to customize it. This is a time-consuming and expensive process, so why not consider a Salesforce-based CRE solution?
As a basic Salesforce functionality isn’t industry-tailored but highly customizable, you need to hire a Salesforce Partner.
Ascendix Technologies is a Salesforce Ridge Consulting Partner. By working with Ascendix you’ll extend Salesforce functionality with custom features and will use a blended “off-the-shelf” product – AscendixRE CRM.
Pros and Cons of Salesforce Real Estate Pricing Option #2
Compared with direct purchase from Salesforce, the cost of customized and industry-tailored solution AscendixRE varies from $79/user/month to $129/user/month. Check out our pricing page for a full set of features and check our prices for consultations.
If an off-the-shelf product meets all your needs, you may not need any consulting services.
However, if you would like to further tailor the platform for your business, such as needing assistance with changing forms and layouts, importing data, setting up dashboards, and setting up workflows for reminders of key dates, then engaging Ascendix Technologies for some consulting hours is a great idea.
If you’re still have some hesitations, let’s analyze the third pricing option – buying from BOTH Salesforce&Ascendix.
We will assess your CRM to review gaps in technical implementation, business usage, and suggest the best options for Salesforce optimization.
You can buy a Salesforce license from Salesforce and buy an AppExchange app from a selected partner like Ascendix Technologies. AscendixRE can be purchased as a module that you overlay on top of a full Salesforce license. It gives you the flexibility of the Salesforce platform with pre-configured commercial real estate functionality.
This is a unique approach as it implies a business wants a solid starting-off point using the data modeling that exists, but it foresees the need to expand itself in ways that might leverage marketing integrations such as Marketing Cloud or Pardot.
Pros and Cons of Salesforce Real Estate Pricing Option #3
This option implies buying both Salesforce and AscendixRE license that is costly. When you purchase a license from Salesforce directly, it can run you up to $300/user/month. However, when you buy Ascendix as an “add-on” you get a discounted rate of $129/user/month for the full-featured product.
Therefore, buying a Salesforce real estate CRM solution from Ascendix is more profitable.
Ascendix offers customized and ready-to-deploy Salesforce solutions for commercial real estate brokers.
While the versatility of Salesforce real estate CRM pricing is an advantage, the system needs calibration and optimization to industry-specific needs.
Our administrators and developers can help you with Salesforce customization and configuration to adapt all the functionality of the system to the demands of your commercial real estate business.
Ready to invest? Engage one of our people in a conversation and we can help you decide what pricing option makes the most sense.
Chris is a Salesforce-certified administrator with 7+ years of experience in Salesforce consulting services, administration, app integration, organization of clients' trainings and data analytics and migration. She is also an author of multiple CRM guides and trainings for Salesforce admins and users. In Chris' former life, she lived in NYC, traveled the world, went skydiving, and swimming with sharks. She can now be found in a Texas suburb with 3 kids, escaping the heat at a nearby pool.
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