Salesforce For Real Estate: Comprehensive Guide
Read now
Salesforce For Real Estate: Comprehensive Guide
Read now
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 for Capital Markets: Custom CRM Solutions

Ascendix, a Dallas-based Summit Salesforce consulting partner, offers 20 years of capital markets expertise. Trusted by 300+ firms, we build Salesforce CRMs and offer cost-efficient resources across the US and Europe.

Contact Us

They Trust Our Salesforce Capital Markets Experts

Capital Markets-Ready Salesforce Solutions

Stuck with Excel? Outdated CRMs, or disconnected systems hold back your deals? It’s time for a change. With Salesforce-powered CRM for capital markets, you’ll be able to manage your entire deal pipeline and automate due diligence.

With Fine-Tuned Salesforce CRM You Can:

  • Generate investor reports in minutes, not hours
  • Reduce data entry errors by 95%
  • Boost pipeline visibility by 90%
  • Achieve 100% digital deal documentation
  • Automate up to 85% of manual workflows and approvals

As a trusted Salesforce partner, Ascendix goes beyond basic implementation. We personalize Salesforce to meet the unique needs of private equity, venture capital, hedge funds, and investment management firms. We help you optimize operations and reduce operational costs—all while managing deals smarter and faster.

What Capital Markets Professionals We Can Help

List checkmark orange icon
Real Estate Investment
List checkmark orange icon
Private Equity
List checkmark orange icon
Venture Capital
List checkmark orange icon
Mergers & Acquisitions
List checkmark orange icon
Mortgage Banking
List checkmark orange icon
REIT

Accelerate Success with Salesforce CRM for Capital Markets

Single Source of Deal Truth

Transform fragmented data into actionable intelligence by connecting all your capital market tools directly to Salesforce - from market data platforms to internal databases.

Smart Due Diligence

Cut deal evaluation time while improving accuracy with automated checklists, instant risk alerts, and efficient document management.

Pipeline Visibility & Analysis

See your entire deal flow at a glance, predict investment outcomes with confidence, and focus resources on winning opportunities.

Deal Prioritization & Scoring

Score deals by automatically ranking opportunities based on key criteria like deal size, relationship history, past similar deals' success rates etc.

Secure Collaboration

Communicate, share documents, track approvals, exchange updates, and monitor deal progress safely with deal teams, investors, and fund managers.

Reporting Automation

Monitor fund performance, track deal metrics, and measure relationship strength through tailored, real-time dashboards.

Compliance & Risk Management

Maintain regulatory compliance and security by enforcing role-based access controls, automating regulatory checks (KYC/AML), maintaining detailed audit trails of approvals, etc.

No-code Approval & Workflow Automation

Create customized approval chains for deals, triggering automatic task assignments and routing documents for signatures to relevant team members.

AI-Powered Personalization

Use AI to analyze investor behavior, optimize deal flow, and automate Limited Partner (LP) communications for stronger relationships.

Optimize Your Pipeline with Salesforce CRM Solutions

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

Our Salesforce Professional Services for Capital Markets

Capital markets firms want interoperability, flexibility, and compatibility with existing processes. We deliver this on a scale, from Salesforce CRM implementations to AI strategizing. Act with confidence while both sourcing and executing deals with your capital markets CRM.

Salesforce Setup

From strategy to go-live, we deliver personalized solutions for capital markets. Our proven methodology ensures seamless system architecture aligned with your strategy and deal processes.

Migration to Salesforce

Move from Dynamics 365, Pipedrive, or other systems to Salesforce with confidence. Expert migration ensures no data loss, no downtime, and instant business continuity.

System Integration

Connect Salesforce to all your essential tools - from PitchBook to DocuSign and LinkedIn - through API and custom integrations.

Task Automation

Free your team from routine tasks with automated updates, scheduling, and follow-ups powered by Salesforce Flows.

AI Consulting

Get ahead of market opportunities with custom AI that turns your deal data into predictive insights and winning strategies.

Virtual Administration

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

Salesforce Setup

From strategy to go-live, we deliver personalized solutions for capital markets. Our proven methodology ensures seamless system architecture aligned with your strategy and deal processes.

Migration to Salesforce

Move from Dynamics 365, Pipedrive, or other systems to Salesforce with confidence. Expert migration ensures no data loss, no downtime, and instant business continuity.

System Integration

Connect Salesforce to all your essential tools - from PitchBook to DocuSign and LinkedIn - through API and custom integrations.

Task Automation

Free your team from routine tasks with automated updates, scheduling, and follow-ups powered by Salesforce Flows.

AI Consulting

Get ahead of market opportunities with custom AI that turns your deal data into predictive insights and winning strategies.

Virtual Administration

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

Build Salesforce Solutions That Speak Capital Markets

Even a strong leader like Salesforce may not always meet your needs with its standard features. Here is where we can help: we can adjust your Salesforce for capital markets. This will meet your unique challenges in equity or debt capital, investment banking, and commercial mortgage lending.

Salesforce Customization

Your capital markets CRM should match your deal management and investor relations processes. Align it with your workflows via:
 

  • Custom objects & fields
  • Custom formulas
  • Custom interfaces
  • Validation rules
  • Approval process and workflows

Custom Dashboards and Reporting

Make decisions based on data in your capital markets CRM using tailored reports for:
 

  • Average deal cycle time
  • Deals by region/country
  • Investment allocation
  • Fund performance
  • Revenue forecasting
  • Interaction frequency

Custom App Development

Get exactly what you need with custom-developed Salesforce apps that mirror your investment processes. We can build tools for:
 

  • Document generation
  • Data entry automation
  • Contract approval automation
  • Meeting summaries
  • Contract data extraction

Custom AI Development

We can develop custom AI-powered capital markets solutions that can integrate with Salesforce, like:
 

  • Document abstraction tools
  • Custom recommendation engines
  • Chatbots,
  • Virtual research assistants, etc.

Custom Portals

Enhance strategic decision-making across fundraising, investing, and LP engagement with custom capital markets technology like portals that:
 

  • Display key content and documents
  • Have secure data & deal rooms
  • Segment data based on investor type
  • Sync data between CRM and portal

Custom CRMs

Whether you're in investment or fund management, we can build custom Salesforce-based CRM with:
 

  • Secure portals
  • Custom data analytics & reporting
  • Approval workflows
  • Custom page layouts
  • AI-powered document management

Salesforce Customization

Your capital markets CRM should match your deal management and investor relations processes. Align it with your workflows via:
 

  • Custom objects & fields
  • Custom formulas
  • Custom interfaces
  • Validation rules
  • Approval process and workflows

Custom Dashboards and Reporting

Make decisions based on data in your capital markets CRM using tailored reports for:
 

  • Average deal cycle time
  • Deals by region/country
  • Investment allocation
  • Fund performance
  • Revenue forecasting
  • Interaction frequency

Custom App Development

Get exactly what you need with custom-developed Salesforce apps that mirror your investment processes. We can build tools for:
 

  • Document generation
  • Data entry automation
  • Contract approval automation
  • Meeting summaries
  • Contract data extraction

Custom AI Development

We can develop custom AI-powered capital markets solutions that can integrate with Salesforce, like:
 

  • Document abstraction tools
  • Custom recommendation engines
  • Chatbots,
  • Virtual research assistants, etc.

Custom Portals

Enhance strategic decision-making across fundraising, investing, and LP engagement with custom capital markets technology like portals that:
 

  • Display key content and documents
  • Have secure data & deal rooms
  • Segment data based on investor type
  • Sync data between CRM and portal

Custom CRMs

Whether you're in investment or fund management, we can build custom Salesforce-based CRM with:
 

  • Secure portals
  • Custom data analytics & reporting
  • Approval workflows
  • Custom page layouts
  • AI-powered document management

Build a Custom CRM for Capital Markets

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

Why Choose Ascendix

As a Salesforce Summit Partner, we’ve partnered with companies like Innovative Capital, Talonvest Capital, and Cinnaire to redefine success.
Our deep understanding of mortgage banking challenges even has inspired us to create a Salesforce CRM for CRE capital markets.
Whether you need a fine-tuned system or a completely new platform, we design solutions that simplify operations.

“ “In this journey, we're working hand in hand with Ascendix to alternately create strategies within the software to serve our loan officers and help them to increase their bandwidth so that they can take on more clients, do more loans and drive more revenue.
Ascendix team doesn’t only build solutions for Innovative Capital but also provides Salesforce support continuously and finds answers within 24 hours.”
”

Director of Business Development at Innovative Capital Commercial

List checkmark orange icon
20+ years in Salesforce consulting
List checkmark orange icon
15+ years in IT Outsourcing
List checkmark orange icon
300+ highly impressed customers
List checkmark orange icon
70+ subject-matter Salesforce experts
List checkmark orange icon
150+ Salesforce Certifications
List checkmark orange icon
5+ years is average tenure of our client base.
List checkmark orange icon
3 commercially successful apps on AppExchange since 2014

How We Helped Our Clients Streamline Their Capital Markets Operations

  • AscendixRE
  • Salesforce
AscendixRE & Professional Services, a Centralized Data Management Tool for Talonvest

AscendixRE & Professional Services, a Centralized Data Management Tool for Talonvest

Like many companies in the Capital Markets industry, Talonvest Capital relied on Excel and Asana to store and manage data. However, as the number of business tasks grew, using both solutions for data management created a workflow bottleneck. Talonvest Capital faced issues with scattered data storage across multiple platforms that limited the quick decision-making process and increased the risk of errors and compliance issues.

To address these issues, Talonvest Capital contacted Ascendix for a CRM audit and further implementation of AscendixRE for Capital Markets.

See Case Study
AscendixRE & Professional Services, a Centralized Data Management Tool for Talonvest

Download Our Portfolio of Consulting Projects

Looking for a solution to your capital markets challenge? You don't need to reinvent the wheel - just look at what we have already delivered to our clients. Maybe you'll find your answer there.

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like Sales Cloud, Experience Cloud , Marketing Cloud Account Engagement (aka Pardot),Service Cloud, CRM Analytics (aka Einstein Analytics), and Nonprofit Cloud to address your key business challenges.

Cut Your Bill with Ready-Made Solutions for Salesforce Capital Markets

Ascendix Search New Home Page

Ascendix Search for Salesforce

Ascendix Search transforms how you search and manage data in Salesforce. Easily create targeted lists of prospects or other records—no Salesforce admin required—saving you hours every week.

Key Features:

  • Export data directly to Excel with ease.
  • Modify numerous entries in bulk.
  • Search and visualize data using interactive maps and charts.

Simplify your workflow and supercharge your Salesforce productivity with Ascendix Search.

Explore More
Ascendix Search New Home Page
AscendixRE Capital Markets New Home Page

AscendixRE: CRM for Salesforce Capital Markets

AscendixRE is a Salesforce-based CRM for commercial mortgage bankers and capital markets professionals. This is a comprehensive tool encompassing all the essential fields, objects, and workflows required for capital markets.

Key Features:

  • Automated matchmaking
  • “Find Sources” and “Deal Sources” Functions
  • Equity profile management
  • Capital source tracking
  • Deal flow & pipeline management

Our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a lower cost.

Keep Reading
AscendixRE Capital Markets New Home Page

“ AscendixRE for Capital Markets upgrade gave us the ability to store information on the criteria of various capital sources using fields that could then be indexed or queried to facilitate the procurement of capital for our debt/equity projects. Qualitatively the upgrade has absolutely met our expectations in organizing our capital source information in a dynamic way that is collaborative and accessible to everyone. ”

BlackBear Capital Partners

Close Deals Faster with AscendixRE for Capital Markets

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

Salesforce Capital Markets FAQ

What is Capital Markets?

Capital markets are financial platforms where buyers and sellers trade assets such as stocks, bonds, and currencies. These markets include the stock market and the bond market. They play a crucial role in transforming ideas into businesses and enabling small businesses to grow into larger enterprises. Additionally, they provide individuals with opportunities to save and invest for their future.

Is Salesforce Good for Capital Markets?

Yes! With Salesforce capital markets bankers can manage the entire deal lifecycle and automate the capital raising, execution of sensitive M&A deals, and corporate restructuring with 100% visibility into client interactions from anywhere.

What System Challenges Can I Overcome with Salesforce Capital Markets Services?

The most frequent CRM-related issues that can be addressed with our Salesforce capital markets services are:

  • Modification of clunky and non-user-friendly UI
  • Enhanced data and system security
  • Automation of manual repetitive tasks
  • Optimization of data processing and importation
  • Consolidation of multiple disintegrated systems
  • Improvement of data analysis and activity tracking

How Much Do Salesforce Capital Markets Services Cost?

At Ascendix, we will help you select the most optimal service cost option due to the several engagement models we serve our clients: onshore, offshore, and blended team structures to ensure the best quality of our services for the best price.

Want to Leverage Salesforce to Its Fullest?

Choose Ascendix as your Salesforce capital markets consultant and initiate your business evolution with the world's best CRM.

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy