Salesforce CRM Consulting for Commercial Real Estate

Salesforce Setup

Select most suitable Salesforce edition and set of features and connect Salesforce to your corporate software ecosystem.

Salesforce Migration

Transition from legacy systems, spreadsheets, and outdated CRM platforms to a powerful and flexible Salesforce environment.

Salesforce Audit

Optimize your Salesforce instance to deliver peak performance and bulletproof security to align it with your and industry demands.

AI Automation

Deploy Agentforce AI agents and custom AI solutions to automate manual CRE operations.

System Integration

Sync Salesforce platform with CRM system, third-party software, apps, and complex custom solutions.

Marketing Automation

Personalize interactions with your clients, partners, and investors with Marketing Account Engagement (Pardot).

AppExchange App Development

Expand your reach on the Salesforce AppExchange marketplace with your innovative solutions.

Salesforce Custom Development

Configure and customize your Salesforce platform to create a perfect match with your unique CRE business processes.

Virtual Administration

Delegate routine administrative tasks, day-to-day system maintenance, and ongoing enhancements to virtual admins at Ascendix.

Custom Portals

Create sophisticated portals that transform how clients, investors, and partners collaborate through an intuitive, centralized digital hub with access to:
 

• Property data
• Lease information
• Financial reports, etc.

Custom CRMs

Transform Salesforce into the best CRM for commercial real estate brokers by customizing it to match your workflows of your CRE brokerage with:
 

• Stacking plans
• Prospecting tools
• Pre-built charts and graphs

Custom AI Development

Beyond packaged tools, we can develop completely custom AI solutions. This may include:
 

• Document abstraction tools
• Custom recommendation engines
• Chatbots, and more.

Custom Plugins

Enhance your CRM with specialized Salesforce plugins tailored specifically for CRE professionals that extend the platform's capabilities with:
 

• Document processing tools
• Commission calculators
• Lease management tools

Custom Lightning Apps

Empower your Salesforce CRM with custom-built Salesforce apps to meet specific CRE business needs like:
 

• Contract approval automation
• Automated underwriting engine
• Data entry automation
• Loan origination automation

Custom AI Agents

Elevate your CRE business with Agentic AI built from scratch or with Agentforce.
You can entrust Agentforce AI agents with:
 

• Creating and updating CRM records
• Matching tenants/buyers to properties
• Extracting data from documents
• Drafting emails and follow-ups