Salesforce CRM Consulting For Real Estate

We are a Crest Salesforce real estate consultant with a 20-year proven track record that speaks your language.  Our experts don’t need a Real Estate 101 crash course. We’ve lived and breathed property business for decades and built custom CRM solutions that truly fit.

20+ Years of Real Estate Technology Excellence

Salesforce Real Estate CRM Consulting  | Ascendix

Building lasting client relationships takes time. But why wait years when you can fast-track success? By using Salesforce for real estate, agents can significantly accelerate the conversion of their leads into repeat customers.

Ascendix has over 20 years of CRM consulting and more than 15 years of proptech consulting. This confluence presents our unique vantage point.

But we are more than just consultants. We’re growth partners that deliver:

  • Strategic CRM gap analysis,
  • Salesforce implementations,
  • Smooth system migrations & integrations,
  • Custom real estate solutions,
  • Investor portals that drive deals.

The future of real estate is digital. Our deep expertise in Salesforce for real estate allows us to build custom solutions. Let’s transform your relationships with sellers, buyers, tenants, and investors from casual connections to lasting partnerships.

Salesforce Real Estate CRM Consulting  | Ascendix

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Contact Info

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

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

How Salesforce Can Help Real Estate Professionals

How Realtors Use Salesforce CRM | Ascendix

 

  • Residential Brokers can optimize lead management and follow-ups to increase customer satisfaction.
  • Owners/Operators will be able to gain complete visibility into property performance, tenant relationships, and maintenance schedules.
  • Tenant/Landlord Representatives may track lease negotiations, manage client preferences, and simplify tenant communication.
  • Capital Markets & Commercial Mortgage Bankers can leverage Salesforce to accelerate deal flow with automated pipeline management and investor relationship tracking.
  • Investment Sales Representatives can track market opportunities and handle complex deal cycles using tailored reports and analytics.
How Realtors Use Salesforce CRM | Ascendix
How to Use Salesforce for Real Estate | Ascendix
  • REIT and Real Estate Investment Firms can enhance portfolio performance and fundraising tracking, and investor communications through personalized portals.
  • Real Estate Developers can use Salesforce CRM to manage project timelines, budgets, and stakeholder communications through integrated workflows.
  • Mortgage Lenders optimize loan processing and track lending relationships with advanced approval workflows.
  • M&A Agents can use Salesforce CRM to track complex deals. It helps them keep detailed records of negotiations and due diligence safely.
  • Land Developers may monitor development opportunities and manage permit processes with customized project tracking solutions.
  • Property Managers can optimize customer support with automated maintenance requests and lease renewal tracking.

 

What Salesforce Real Estate CRM Services We Provide

Ascendix blends Salesforce power with real estate expertise. As experts in both fields, we will create your ideal real estate management CRM system. This tool will reflect your daily operations and help you achieve results with these services:

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Why 300+ Real Estate Firms Chose Ascendix

As a top-tier Salesforce Crest and AppExchange partner, we proudly stand among the top 15% of global experts. Our US- and Europe-based teams deliver premier solutions at optimized costs.

Our experts have a deep understanding of the Salesforce platform's complexities, real estate selling cycle, business principles, and terminology. It ensures seamless project execution.

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.

Revel Stark, Director of Business Development at Innovative Capital Commercial

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20+ years in Salesforce consulting
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15+ years in Prop Tech
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15+ years in IT Outsourcing
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17+ our own CRM tools
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300+ highly impressed customers
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70+ subject-matter Salesforce experts
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150+ Salesforce certifications
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3 commercially successful apps on AppExchange since 2014
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5 offices worldwide

How Ascendix Helped Real Estate Firms – Success Stories

Talonvest Salesforce Professional Services Case Study | Ascendix

Talonvest Capital is a commercial real estate advisory firm that specializes in tailoring financing solutions for clients. To store and manage data, they relied on Excel and Asana. However, as the number of business tasks grew, using both solutions created a workflow bottleneck.

Besides that, Talonvest faced the following challenges:

  • Lack of automated synchronization between existing data repositories, including the deal tracking tool and Outlook.
  • Lack of real-time visibility across the pipeline.
  • Time-consuming and labor-intensive reporting.

After discovering Talonvest’s needs, Ascendix created a detailed project proposal to ensure successful Salesforce implementation. Check the full case study to see what solutions we offer.

Talonvest Salesforce Professional Services Case Study | Ascendix
Innovative Salesforce Experience Cloud Consulting Case Study | Ascendix

Innovative Capital Corporation is a commercial real estate brokerage and private lender. They help clients find different funding sources. These include venture funds, private equity, and debt funds.

Handling a growing client base, Innovative Capital struggled to effectively unify the data of its lenders and borrowers.

In addition, they had the following needs:

  • Overcome poor data security and visibility,
  • Optimize investor tracking,
  • Improve service promotion, lead engagement, and fund tracking.

Check the full success story of how Ascendix created an investor portal on top of Salesforce Experience Cloud.

Salesforce Products We Can Customize & Configure for Real Estate Needs

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

Our Salesforce Productivity Tools for Realtors

Ascendix Search New Home Page

Ascendix Search

Supercharge your Salesforce with lightning-fast search capabilities that just work.

With Ascendix Search real estate agents can:

  • Search across multiple criteria and objects in seconds,
  • Launch targeted mass email campaigns effortlessly,
  • Use a map or a zip code to perform a property search in Salesforce,
  • Generate reports by pulling Salesforce data and images,
  • Instantly visualize search results with charts and graphs.

Ascendix Search brings the power of advanced data discovery to your fingertips, without the complexity.

Ascendix Search New Home Page
AscendixRE Composer New Home Page

Ascendix Composer

Transform your document workflow and save hours of manual work with Ascendix Composer. With our real estate marketing tool, brokers can:

  • Have ready-to-use professional templates at their fingertips,
  • Generate hundreds of documents in one click,
  • Create beautiful PDFs, emails, and landing pages,
  • Leverage custom pins and styling to match your brand,
  • Turn raw data into meaningful insights with built-in calculations and analytics.

No more juggling multiple tools or wrestling with formatting. Ascendix Composer handles it all.

AscendixRE Composer New Home Page

Download Our Portfolio of Consulting Projects

You don't need to reinvent the wheel. See how we addressed unique challenges of your peers with Salesforce for real estate.

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How to Use Salesforce for Real Estate FAQ

How to use Salesforce for real estate brokers?

Salesforce for real estate helps manage properties and clients in one place. For example, with Salesforce realtors can:

  • track properties (price, status, features),
  • manage leads (potential buyers/sellers),
  • schedule viewings,
  • automate follow-ups,
  • create custom reports to track sales performance,
  • set reminders for client meetings,
  • store all property documents securely.

How to use Salesforce for real estate developers?

Real estate developers can use Salesforce CRM to track construction projects, manage contractor relationships, and monitor unit sales.

For instance, with slight Salesforce customizations, real estate developers can:

  • track construction milestones,
  • manage budgets,
  • automate communications with buyers,
  • organize project timelines,
  • store building permits,
  • monitor sales targets,
  • create reports showing which unit types are selling fastest.

How to use Salesforce for real estate investors?

Real estate investors can use Salesforce CRM to track investment opportunities and manage their property portfolio.

Salesforce platform enables investors:

  • monitor potential deals,
  • track ROI on each property,
  • set alerts for market changes,
  • analyze property performance,
  • track property income.

How to use Salesforce for property management?

Salesforce for property management automates daily operations in these key ways:

  • Track maintenance schedules,
  • Store property photos and documents,
  • Record property features and amenities,
  • Store tenant information and lease details,
  • Track rent payments and payment history etc.

How to Salesforce Service Cloud for real estate?

Salesforce Service Cloud helps real estate companies manage customer service efficiently.

It enables real estate agents:

  • handle client inquiries through multiple channels (email, phone, chat),
  • create automated responses for common questions,
  • maintain a knowledge base for frequently asked property questions or neighborhood information etc.

Build a Truly Personalized Real Estate CRM with Ascendix

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