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
Build
Modernize & Connect
Apply AI

Technology for the Firms That Build, Insure, Advise and Power Real Estate

Whether you run a construction, title, appraisal, mineral rights or self storage firm, you know your properties, processes and clients. For 30 years, Ascendix has built technology that fits how your team works, so your business can grow without the admin growing with it.

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Cresa logo Hanna Commercial Properties Ascendix Software Development Clients logo jll_opmzd6 talonvest_opmzd4 Source Minerals logo
Cresa logo
Hanna Commercial Properties Ascendix Software Development Clients logo
jll_opmzd6
talonvest_opmzd4
Source Minerals logo

Real Estate Teams We Work With

The delay differs by industry. We start with the one that costs your team the most.

CRE-LeaseAdmin-hover icon

Construction companies

Bids, estimates and field activity sit in separate tools, and specialty work often runs as its own sales process. We connect the tools you already use, build custom software where they fall short, and add AI that logs bids from email and flags the ones going quiet.

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Title and escrow companies

Orders sit in settlement software, while the referral partners who send them live in inboxes and event notes. We link the two where your software allows it and give your team a simpler screen to work in. AI reads the emails and drafts the referral records for your team to check.

Yellow-Partner-icon

Real estate law firms

Closing deadlines sit in personal checklists, and conflict checks depend on names scattered across files. We connect practice management and email where your systems allow it. Parties and properties get one record each to search, and AI drafts matter records from email for attorney review.

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Valuation and appraisal firms

Property facts get retyped across email, comp databases, spreadsheets and report templates before a report goes out. AI reads engagement letters and tax records for the appraiser to review. Your existing templates fill from one record, and the data sources your licenses allow connect to it.

ascendix-search-MapSearch-hover icon

Mineral rights and royalty buyers

Acquisitions sit in one tool and projects in another, and neither shows a map. We bring them into one system with map layers (GIS) and build custom software for the steps your tools miss. It is set up to connect to your email and file tools.

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Self storage operators

Deal lists, facility data and inquiries sit in separate systems, and each team keeps its own version of the same deal. We pull them into one place and link your property management system. Self storage AI services and automation come after that, on clean records.

Start With the Workflow That Costs You the Most Hours

Bring the one process your team still runs on spreadsheets and email. We map where to start and what it would connect to.

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CRM, Integration and AI for Your Firm

1
01 Assess what you have and put your records in one place

Assessment and custom software 

A review comes first, covering where your records and workflows live today and where they overlap or leave gaps. Deals and properties then get one place each, set up as a configured CRM or custom software, starting from our AscendixRE real estate CRM where it helps.

01 Assess what you have and put your records in one place
2
03_Connect the tools you already use
03_Connect the tools you already use

Integration and data migration 

The first step is checking each tool’s interface (API) and license. You know early what connects directly and what needs a workaround. Then we connect the tools you keep to one deal record and move your data in from spreadsheets or an older CRM, cleaning up duplicates on the way. 

3
04_Pipeline visibility with the map behind it

Reporting and analytics 

A pipeline view and dashboards read from your records, with map search and GIS mapping where location matters. Deals show as a stage in the pipeline and as a pin on the map. In one Ascendix engagement, reporting time dropped by about 80% once teams worked from one platform. 

04_Pipeline visibility with the map behind it
4
02 Draft records from your emails and documents
02 Draft records from your emails and documents

AI for real estate firms 

AI reads forwarded emails and documents, pulls the key facts into a draft record and shows them for a person to correct and approve. We also connect Claude and ChatGPT to your records and develop custom AI. 

5
05 Start small train the team and keep supporting it

Training and support 

The first release covers the one workflow that matters most. Your team works in it before anything else is added, and each later release builds on what is already running. Users and admins are trained on the system built for your work. Support continues after launch, and the next release starts when your team is ready. 

05 Start small train the team and keep supporting it

What Our Clients Gained After the Build

See what changes when a team's records and reporting sit in one system.

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How JLL Increased CRM Adoption by Six Times

How JLL Increased CRM Adoption by Six Times

JLL is a Fortune 500 real estate and investment company with nearly 92,000 specialists in 230 offices. For more than 10 years of partnership with JLL, we’ve helped multiple offices worldwide re-engineer their CRM usage, create apps for vendor management, brochure, and report generation.

See Case Study
How JLL Increased CRM Adoption by Six Times
  • Salesforce
How Custom Salesforce Development Drove 2-3x Faster Acquisition Tracking for an Oil & Energy Firm

How Custom Salesforce Development Drove 2-3x Faster Acquisition Tracking for an Oil & Energy Firm

Ascendix Technologies customized Salesforce for Source Energy Partners, giving them a centralized CRM to track mineral acquisitions and manage projects while reducing manual work and data silos.

See Case Study
How Custom Salesforce Development Drove 2-3x Faster Acquisition Tracking for an Oil & Energy Firm
  • Ascendix Products
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Commercial Real Estate Map Search for Savills Ireland: Ascendix Search Case Study

Commercial Real Estate Map Search for Savills Ireland: Ascendix Search Case Study

Savills Ireland chose the Ascendix Search app to get more out of their Salesforce data. Now, they have a scalable, flexible CRM with advanced commercial real estate map search built right in.

See Case Study
Commercial Real Estate Map Search for Savills Ireland: Ascendix Search Case Study
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AscendixRE Land Case Study: Base Camp Country Real Estate

AscendixRE Land Case Study: Base Camp Country Real Estate

Base Camp Country Real Estate chose AscendixRE Land CRM to support aggressive growth strategy, coordinate smooth work of agents from multiple locations, and drive efficiencies in their operations.

See Case Study
AscendixRE Land Case Study: Base Camp Country Real Estate
  • Ascendix Products
  • Fintech
  • 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

“ The quality of work Ascendix provides is second to none. The technologies they've employed have significantly simplified our CRM usage. Many of our locations require customizations that Ascendix has been able to provide solutions for not available in our native CRM. Their work has driven our adoption, which has increased by about six times what it was before we started working with them. ”

Chad Lindsey, Vice President Global IT

Why Ascendix

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Ascendix has been building CRM products and custom systems for real estate firms for 25+ years. Your project starts from tools and teams that already know property and deal data.

  • Fluent in property and deal data: A lease, a royalty interest or a comparable sale needs no explanation.
  • Products real estate firms use daily: AscendixRE and Ascendix Search hold deals, properties and contacts with map search.
  • AI we use ourselves and build for clients: We built AI into our own workflows first and now build it for clients.
  • Salesforce Summit Partner.
  • Anthropic partner for AI built on Claude.
  • Delivery teams in the US and Europe: Our headquarters is in Dallas.

Get a Free Real Estate Tech Roadmap

One session picks the starting point and the tools it connects to.

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FAQ

What does a real estate software development company do for a firm that is not a brokerage?

It assesses your data, configures the system that fits your records, connects your other tools, adds AI and trains your team. At Ascendix, custom real estate software development sits alongside CRM implementation and support for title agencies, appraisal firms, contractors and mineral buyers. 

Is custom software better than an off-the-shelf CRM for a firm like mine?

Custom software fits when your data does not look like a standard sales pipeline, as with mineral acquisitions or appraisal jobs. An off-the-shelf CRM fits when your process matches its defaults. At Ascendix, we start with a consultation and an assessment, then decide with you which fits. 

Can we start small and add to the system later?

Yes. Ascendix starts with an assessment, then delivers a small first release around the workflow that costs you the most time, such as one pipeline and one integration. Later releases build on the same system, and the first one stays in use as you grow. See how we work. 

Can AI pull data from our emails and documents into our records?

Yes, with a person reviewing the draft before it saves. Ascendix adds AI data entry that reads forwarded emails and documents and drafts the record, filling fields such as names and dates. Accuracy depends on your documents. We test on your own files first. 

Can the new system connect to the tools we already use?

Usually. Each tool needs an open interface (API) and a license that allows the connection, and Ascendix checks both before scoping the system integration. You learn early what connects directly and what needs a workaround. Past builds have connected email and a property management system. 

What happens to our spreadsheets and old CRM data when we switch?

Ascendix moves the data you still need into the new system and cleans it on the way in. Duplicate contacts are the usual first problem. We add checks that catch new ones before they are saved. We have moved firms off spreadsheets and from other CRMs, including Pipedrive, through our migration services. 

How do we get our team to use the new system?

Ascendix fits the system to the work each team already does, trains users and admins and keeps supporting it after launch. A system that adds steps to someone’s day goes unused. We remove steps first: forwarded emails become drafted records, and dashboards replace hand-built reports.