Ascendix Launches AI Suite for AscendixRE CRM
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Ascendix Launches AI Suite for AscendixRE CRM
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AscendixRE AI Suite

AI Add-On for AscendixRE CRM with Claude and ChatGPT Integration
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
AscendixRE CRM for Commercial Real Estate

Commercial Real Estate CRM on top of Salesforce
Ascendix Composer for CRE

Document Generation Software for Real Estate Brokers
AscendixRE CRM | Land Broker Software

CRM for Land Brokers
Services
Packages

AscendixRE CRM for Investment Sales Brokers

Close more deals. Spend less time in the CRM. AscendixRE for investment sales brokers tracks your buyers, deals, and listings in one place with AI that captures deal emails, answers pipeline questions, and generates OMs from your live data.

Get a Demo

AscendixRE CRM keeps commercial investment sales brokers organized and focused on deals — not spreadsheets. It fits into your existing workflow through Outlook, Gmail, and other tools you use daily, and surfaces the right data at the right time. With the AscendixRE AI Suite, that same data becomes conversational: ask about your pipeline, capture a deal from an email, or generate a branded OM — all from the AI tools you’re already using.

  • Track buyers and their investment criteria, e.g., price range, property type, geography, unit requirements in one place
  • Manage deal pipeline from first contact to close with Kanban-based stage tracking
  • Convert inquiries into deals in one click and create sales comps when a deal closes
  • And more!

Our Clients

Request AscendixRE Demo

Schedule a 30-minute demo to see AscendixRE and the AscendixRE AI Suite in action, built around how investment sales brokers actually work.

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Why AscendixRE Investment Sales Broker CRM?

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AI That Works Inside Your Deal Data

AscendixRE AI Suite is a separate paid add-on available for xRE Enterprise subscribers. It adds four AI capabilities: xRE Connector, Harvest, AI Agent, and Composer AI.

  • xRE Connector: Ask which buyers have capital criteria matching your current listing, which deals have gone quiet, or which prospects are closest to a decision — all answered from your live CRM data via Claude or ChatGPT
  • Harvest: Forward any deal-related email — an LOI, a buyer inquiry, an OM request — and AscendixRE drafts the records for your review in 2–3 minutes. Nothing saves without your approval
  • AI Agent: Log a note, create a contact, or schedule a follow-up by voice or text from inside AscendixRE without navigating menus
  • Composer AI: Upload any branded PDF — an OM, a listing activity report, a BOV — and it becomes a live template that generates from your CRM data on demand
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New preferences AscendixRE Investment Sales Broker CRM
New preferences AscendixRE Investment Sales Broker CRM

Customizable Investment Criteria

In AscendixRE CRM, users can capture specific information about investment criteria and track them as buyers’ preferences (maximum and minimum price, area space requirements, property type requirements, multifamily unit requirements, geography). When a deal closes or a listing goes live, matching buyers to the opportunity takes seconds, not an afternoon of inbox digging.

What else can you do with this object?

  • Customize “Preferences” and add any criteria you need
  • Create a portfolio of prospective buyers with multiple Preferences
  • Curate the listed buyers that match the plugged-in criteria
  • Track the investment sales preferences
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Follow-up activities AscendixRE investment sales broker CRM

Nurture Your Contacts Effectively

Investment sales relationships operate on long timelines. A buyer who passed on a deal two years ago may be exactly the right call for the one that just hit your desk. AscendixRE keeps the full interaction history in chronological order – every call, every meeting, every email – so the next conversation picks up where the last one left off and nothing slips through the cracks.

 

Follow-up activities AscendixRE investment sales broker CRM
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Contact preferences AscendixRE Investment Sales broker CRM
Contact preferences AscendixRE Investment Sales broker CRM

Find the Right Buyers for Every Listing in Seconds

Finding the right buyers for a listing used to mean combing through contacts from memory. Ascendix Search does the matching for you.

  • Search the buyers that have particular preferences
  • Use pre-built search templates or create a new one
  • Generate a list of contacts whose preferences matched your search criteria
  • Look up with multiple criteria
  • Add as many search filters as you want
  • Export your lists from your investment sales brokerage software to Excel, name them as you’d like to, and mass email if necessary
  • Capture the buyer requirements and curate the lists to streamline your lead generation process.
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New listing AscendixRE Investment Sales Broker CRM

Generate Deal Documents From Your Live Data

Build your OM, BOV, or listing activity report as a reusable template in Composer and it connects directly to your AscendixRE records. Every time you need the document, it generates from your live data. No reformatting, no manual data pulls, no starting from a blank page.

  • Build your document templates once and reuse them across every deal
  • Composer pulls live pricing, property details, and deal status automatically
  • Generate a polished, accurate document from any record on demand
  • With AscendixRE AI Suite, upload any existing branded document and Composer converts it into a live template for you

 

New listing AscendixRE Investment Sales Broker CRM
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Deal maturation AscendixRE Investment Sales broker CRM
Deal maturation AscendixRE Investment Sales broker CRM

Track the Maturation of Your Deals

AscendixRE tracks the full pipeline in a Kanban view built around how deals actually progress, from off-market sourcing through LOI, due diligence, and close.

  • Track the maturation of your Deals
  • Categorize your Deals to effectively manage the pipeline and flow of transactions from the beginning to the end
  • Easily create sales comps when you close the Deal
  • Click and drag all the tabs in the CRM in line with the order of operations and their significance.
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White glove concierge & support services Ascendix Search case study | Ascendix

Get Support When You Need It

Contact our Support team anytime you need assistance. Moreover, for subscribers of AscendixRE Enterprise plan, we included Concierge service.

If you have some questions about CRM entry, data load, task management, or report generation, feel free to contact the Concierge service team.

White glove concierge & support services Ascendix Search case study | Ascendix

See Your Pipeline Work Without the Admin

Book a 30-minute demo and see how AscendixRE and the AscendixRE AI Suite handle the data entry so you can focus on closing deals.

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One-stop tool for your investment sales business

Salesforce license is included. You will be billed annually

xRE Foundations

Core CRM Functionality

$79

/month

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

Everything from xRE Foundations, plus:

$99

/month

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

xRE Enterprise + AI Suite

Everything from xRE Enterprise ($99/mo), plus:

$39

/month

  • Harvest (email-to-CRM parsing)
  • AI Agent
  • Composer AI
  • xRE Connector for ChatGPT & Claude

*The pricing model is: xRE Enterprise ($99/month) + AscendixRE AI Suite (from $39/month by org size)

See How It Works

“ 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. ”

Brandon Vandermyde, Senior Vice President, NAI Excel

FAQs about AscendixRE for Investment Sales Brokers

Can I Integrate Ascendixre CRM With Third-Party Tools for Investment Sales Broker?

Yes, you can. To get a specific list of tools, feel free to contact our managers.

Does AscendixRE Investment Sales Broker CRM Allows to Forecast My Deals Data?

Sure! With AscendixRE, you get an overview of all Deals, Listings, Leases, Prospective Properties, Commissions, and all communication in one place. When you need to track, update, and forecast your Deals, you enter the information and it’s depicted as stages of the Kanban system.

Can I Trust My Investment Sales Brokerage Business to Salesforce? 

Millions yes. We built AscendixRE on top of Salesforce for many reasons. But one of the most considerable is data security. Salesforce pays special attention to data protection so that your sensitive data is secure in our investment sales broker CRM.

Does AscendixRE Work with Claude or ChatGPT?

Yes. The xRE Connector links Claude and ChatGPT to your live AscendixRE data, so you can query your pipeline, create records, and generate reports without opening Salesforce. Ask which buyers have capital criteria matching your latest listing, which deals have gone quiet, or which contacts haven’t been touched in 60 days and get answers from your actual CRM data. Available as part of the AscendixRE AI Suite add-on for Enterprise plans.

Is My CRM Data Safe When I Use Claude or ChatGPT with AscendixRE?

Yes. The xRE Connector uses OAuth and a stateless architecture — your CRM data is never stored inside Claude or ChatGPT. Each session queries your live Salesforce data and returns results without retaining information on the AI provider’s side. The connection respects all existing Salesforce permission settings, so brokers only see data they already have access to.

Get a Demo Right Now

See how AscendixRE and the AscendixRE AI Suite work together for investment sales brokers. Book a 30-minute demo and we'll walk through your deal structures, buyer criteria, and reporting workflows.

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Work Email

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