Salesforce For Real Estate: Comprehensive Guide
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Salesforce For Real Estate: Comprehensive Guide
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

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

CRM for Capital Markets
Ascendix Composer

Document Generation Software for Salesforce users
AscendixRE CRM for Land Brokers

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce Agentforce Consulting Services

Automate workflows, engage customers 24/7, and free your team for strategic work with Agentforce AI agents.
Watch AI transform your Salesforce into an autonomous growth engine that costs less and never burns out.

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Launch AI Agents That Work Like Your Best Team Members

Agentforce-Implementation-Impact

Tired of manual data entry and follow-ups? Let AI handle the busywork so your team can focus on what matters—building relationships and closing deals.

We don’t just implement standard Agentforce AI agents. We craft intelligent digital workforce solutions on top of Agentforce that understand client preferences and market dynamics as well as your best human agents do.

Our 20+ Salesforce-certified Agentforce Specialists will drive the future of your AI-powered business transformations using the world’s leading CRM and help you create custom Flows and Topics for unique workflow automations.

With Agentforce-powered AI agents built by Ascendix, you can:

  • Find the exact info you need in your CRM in seconds
  • Quickly pull insights from emails, attachments, and notes
  • Skip the manual data entry—let AI handle it for you
  • Create records just by speaking—no typing needed
  • Auto-draft emails with the right details already filled in
  • Stay on top of leads with smart, timely follow-ups

With 20+ years of Salesforce expertise and deep AI engineering experience, Ascendix helps you deploy smart agents in weeks, not months.

Agentforce-Implementation-Impact

Book Your Free Agentforce Consultation

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Salesforce Agentforce Consulting Services by Ascendix

Identify key AI opportunities and build a robust foundation for AI integration with Salesforce with Ascendix. Benefit from our agentic AI frameworks for efficient deployment and operation.

AI Readiness Assessment

We evaluate your organization's readiness to deploy autonomous Agentforce AI agents by analyzing your current workflows, Salesforce CRM setup, data architecture, and your team's capacity to manage AI agents.

Agentforce Consulting

We go beyond basic Agent Builder configurations to architect sophisticated AI agents. Our experts will integrate your autonomous agents with existing data, creating intelligent extensions of your team that work 24/7.

Agentforce Implementation

Experts at Ascendix deploy production-ready AI agents tailored to your niche. We handle the complete implementation from initial setup to data integration, ensuring your Agentforce agents work seamlessly.

AI Agent Development

We build intelligent Agentforce agents that process diverse inputs like text, voice, images, and documents. Your AI agents will analyze photos, understand contract documents, and respond to voice inquiries.

Agentforce Customization

While Agentforce provides basic drag-and-drop tools, our Salesforce experts customize your standard AI agents and transform them into digital team members that understand your business processes.

Third-Party Integration

Ascendix ensures your Agentforce AI agents leverage your Salesforce ecosystem, connecting with Experience Cloud, external websites, and every tool in your tech stack, enabling AI agents to access real-time data.

Agentforce Training & Adoption

Our certified Salesforce specialists deliver hands-on training, ensuring your team confidently manages, customizes, and optimizes AI agents. We provide role-specific sessions that transform your team into AI agent power users.

Ongoing Support & Optimization

Our team continuously monitors and optimizes your Agentforce agents to ensure peak performance as your business evolves. We provide proactive support, regular performance assessments, and iterative improvements.

Governance and Compliance

We implement robust governance frameworks, ensuring your Agentforce agents comply with regulations and data privacy requirements. Our security measures protect sensitive client information while maintaining audit trails.

AI Readiness Assessment

We evaluate your organization's readiness to deploy autonomous Agentforce AI agents by analyzing your current workflows, Salesforce CRM setup, data architecture, and your team's capacity to manage AI agents.

Agentforce Consulting

We go beyond basic Agent Builder configurations to architect sophisticated AI agents. Our experts will integrate your autonomous agents with existing data, creating intelligent extensions of your team that work 24/7.

Agentforce Implementation

Experts at Ascendix deploy production-ready AI agents tailored to your niche. We handle the complete implementation from initial setup to data integration, ensuring your Agentforce agents work seamlessly.

AI Agent Development

We build intelligent Agentforce agents that process diverse inputs like text, voice, images, and documents. Your AI agents will analyze photos, understand contract documents, and respond to voice inquiries.

Agentforce Customization

While Agentforce provides basic drag-and-drop tools, our Salesforce experts customize your standard AI agents and transform them into digital team members that understand your business processes.

Third-Party Integration

Ascendix ensures your Agentforce AI agents leverage your Salesforce ecosystem, connecting with Experience Cloud, external websites, and every tool in your tech stack, enabling AI agents to access real-time data.

Agentforce Training & Adoption

Our certified Salesforce specialists deliver hands-on training, ensuring your team confidently manages, customizes, and optimizes AI agents. We provide role-specific sessions that transform your team into AI agent power users.

Ongoing Support & Optimization

Our team continuously monitors and optimizes your Agentforce agents to ensure peak performance as your business evolves. We provide proactive support, regular performance assessments, and iterative improvements.

Governance and Compliance

We implement robust governance frameworks, ensuring your Agentforce agents comply with regulations and data privacy requirements. Our security measures protect sensitive client information while maintaining audit trails.

Our Agentforce Implementation Roadmap

Agentforce Implementation Roadmap by Ascendix

Engineer Smart AI Agents on Top of Agentforce

Ascendix will set up and customize standard Agentforce agents to handle complex tasks, automate routine operations, and accelerate growth, tailoring them to your business goals. Each Ascendix-configured AI agent will integrate seamlessly with your Salesforce ecosystem and existing workflows.

Agentforce Service Agent

Deliver exceptional 24/7 support across all channels:
 

  • email,
  • chat,
  • phone,
  • social media,
  • customer portals.

 
Your AI-powered service agent instantly responds to customer queries, resolves issues autonomously, and seamlessly escalates complex cases to human agents while maintaining a full conversation context and recommending the next steps.

Agentforce SDR Agent

Supercharge your sales pipeline with AI agents that qualify leads in real time.
 
These Agentforce AI agents for sales can:
 

  • handle product inquiries,
  • capture requirements,
  • score prospects automatically,
  • schedule meetings with qualified leads.

 
Then, they will transfer hot opportunities to your sales team with complete background intelligence.

Sales Coach Agent

Empower your sales team with real-time AI coaching that simulates live scenarios and objection handling.
The agent provides instant suggestions during calls, shares proven talk tracks from your playbooks, and helps reps navigate complex negotiations to close more deals.

Campaign Agent

Accelerate marketing execution from concept to optimization.
Your virtual AI-driven marketing agent can generate compelling copy, build targeted segments, design customer journeys, and continuously refine campaigns based on real-time performance data—all through simple natural language commands.

Our Agentic AI Consulting Options

Agentforce Quickstart

Go live with your first AI agent in just 2-3 weeks.
Our package includes 30 hours of professional services to configure and deploy your Service Agent.

Custom Implementation

Move beyond basic Agentforce deployment with comprehensive implementation of multiple AI agents and use cases tailored to your business needs.

Custom Generative AI Solutions

We build custom generative AI solutions, including AI agents, integrating top LLMs like OpenAI directly into your Salesforce ecosystem.

Agentforce Quickstart

Go live with your first AI agent in just 2-3 weeks.
Our package includes 30 hours of professional services to configure and deploy your Service Agent.

Custom Implementation

Move beyond basic Agentforce deployment with comprehensive implementation of multiple AI agents and use cases tailored to your business needs.

Custom Generative AI Solutions

We build custom generative AI solutions, including AI agents, integrating top LLMs like OpenAI directly into your Salesforce ecosystem.

Give Us a Pilot Agentic AI Consulting Project

From straightforward Agentforce setups to fully customized AI solutions, let our specialists support your organization.

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Agentforce AI Agents Customization for Real Estate

01_Intelligent Property & Contact Discovery

Intelligent Property & Contact Discovery

Deploy AI agents that instantly search your CRM for properties matching specific criteria—from square footage and lease rates to location and availability dates. Your agents can:

  • identify contacts with expiring leases,
  • match buyers to properties based on preferences,
  • surface opportunities you might otherwise miss.
01_Intelligent Property & Contact Discovery
Document Processing by Ascendix IDP Framefork

 

Automated Lease Abstraction & Document Processing

Eliminate hours of manual data entry with AI agents that extract critical information from Purchase and Sale Agreements (PSAs), Letters of Intent (LOIs), lease contracts, and other documents.

Your agents can automatically:

  • identify key dates, financial terms, and obligations,
  • populate your Salesforce records with 99% accuracy,
  • spot lagging items for review.
03_Email Communication Automation

Email Communication Automation

Let AI agents draft context-aware emails that include the following:

  • relevant property details,
  • market comps,
  • personalized recommendations.

Whether sending initial property brochures or negotiating lease terms, your agents maintain your professional voice while handling routine correspondence at scale.

03_Email Communication Automation
Salesforce AI Assistant

Voice-Powered Data Entry & Record Creation

Transform how brokers capture information with voice-activated AI agents. Simply speak to

  • create property records,
  • log client interactions,
  • update deal terms, etc.

Your agent will handle the complex Salesforce data entry for you.

05_Smart Pipeline Analytics

Smart Pipeline Analytics & Recommendations

Your AI agents will continuously analyze deal flow, lease expirations, and market trends to provide actionable insights. They identify cross-selling opportunities and alert you to time-sensitive situations requiring attention.

Seamless Multi-System Integration

Agentforce agents work across your entire tech stack, pulling data from property databases, synchronizing with Experience Cloud portals or any other external site, and automatically updating marketing materials.

05_Smart Pipeline Analytics

Deploy AI Agents That Think Like Your Best Brokers

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Why Ascendix as an Agentforce Consulting Partner?

As a Salesforce Summit Partner and member of Agentforce Partner Network specializing in CRM and AI, Ascendix accelerates Agentforce adoption by 31%. We handle the complete Agentforce implementation journey, ensuring your AI agents are deployed quickly, scale efficiently, and deliver tangible business outcomes. Our deep Salesforce ecosystem knowledge and data science expertise eliminates implementation complexity, allowing you to focus on transformation rather than configuration.

“ Ascendix is a product and services company with 25 years of continuous improvement. We take a lot of experience from our past projects to our current projects to help you build AI-powered software products people will use. Working together, we can improve your current software, integrate AI solutions, or help you develop a custom one from scratch. ”

Todd Terry, Managing Director and CTO, Ascendix

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3 Offices Worldwide: United States, Portugal, and Eastern Europe
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20+ years of Salesforce consulting experience
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20+ years in custom software development
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15 years in IT Outsourcing
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160+ Salesforce certifications
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Ranked within the top 8% of consultancies worldwide
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300+ highly impressed customers

Explore AI Solutions for Real Estate by Ascendix Tech

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Frequently Asked Questions

How quickly can we deploy Agentforce agents for our business?

With our Agentfprce Quickstart Package, you can have your first AI agent live in 2-3 weeks. Full implementation with multiple agents and complex workflows typically takes 9-16 weeks, depending on your customization needs and integration requirements.

What types of tasks can Agentforce agents automate?

Agentforce agents can handle customer service inquiries, data entry, document processing, appointment scheduling, lead qualification, and email communications. They can extract information from documents, route cases intelligently, provide 24/7 support, and seamlessly escalate to human agents when needed—all while maintaining your brand voice.

How does Agentforce integrate with our existing Salesforce setup?

Agentforce seamlessly integrates with your entire Salesforce ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, Einstein AI, and Data Cloud. Our team ensures your AI agents can access all relevant CRM data, knowledge bases, and third-party tools without disrupting current workflows.

What makes Ascendix different from other Agentforce implementation partners?

We combine 20+ years of Salesforce expertise as a Summit Partner with official Agentforce Partner Network membership. Our 70+ certified experts deliver implementations 16x faster than traditional development, with three tailored accelerator packages and ongoing support to ensure long-term success.

What kind of ROI can we expect from implementing Agentforce?

Organizations typically see 40% faster case resolution, 50% reduction in manual tasks, and 1.3x revenue growth within 6 months. With 92% of teams reporting cost savings and 24/7 automated customer engagement, most businesses achieve positive ROI within 3-4 months of deployment.

What real estate tasks can Agentforce agents actually automate?

Agentforce agents can automate property searches, lease abstraction, document processing, client communications, appointment scheduling, and lead nurturing. They can extract data from PSAs and LOIs, match buyers to properties, monitor lease expirations, and draft personalized property recommendations—all while maintaining your brand voice.

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Dallas, Texas 75251

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+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com