AI suite built for the way CRE brokers actually work.

Manage your CRM through ChatGPT or Claude,  stop entering data manually, get instant answers from your pipeline, and send client documents built from your live CRM data in minutes.

Deals buried in inboxes. Updates that never happen. Documents built by hand. Sound familiar?

"I got the email. I'll log it when I'm back at my desk."

You never do.The contact, the requirement, the deal detail all stay in your inbox while the day moves on.

"I brief ChatGPT on every client to get the most relevant response."

But still rewrite it all. That's not AI intelligence. That's copying and pasting.

Everything I need for a listing activity report is already there. But pulling it together still takes three hours I don't have.

So it doesn't get sent until Monday.

"I got the email. I'll log it when I'm back at my desk."

You never do.The contact, the requirement, the deal detail all stay in your inbox while the day moves on.

"I brief ChatGPT on every client to get the most relevant response."

But still rewrite it all. That's not AI intelligence. That's copying and pasting.

Everything I need for a listing activity report is already there. But pulling it together still takes three hours I don't have.

So it doesn't get sent until Monday.

One suite. Four jobs that nobody wants to do.

AscendixRE AI Suite brings AI to the key parts of your workflow that eat the most time: searching and editing your CRM records, capturing data from email, and turning your CRM data into client-ready documents. All run inside your existing org. No new platform. No new login.

Manage your CRM from ChatGPT or Claude

Ask about your pipeline, update a deal stage, pull a full client briefing in plain English, inside the AI you already use. AscendixRE AI Connector grounds ChatGPT and Claude in your actual AscendixRE data. Your CRM is now easily accessible by voice or text chat, from your phone, without opening AscendixRE.

Automate manual data entry. Just forward an email.

Forward any deal-related email to your Harvest address: a lead inquiry from LoopNet or CREXI, an LOI, a tenant requirement, a new availability. Contacts, companies, properties, lease terms, and deal details are extracted and drafted as AscendixRE records ready for your approval.

Search, update, and create CRM records in plain English.

Type a question the way you'd ask a sharp admin: lease expiries, pipeline totals, buyer profiles, record creation, deal summaries. The AI understands CRE terminology natively and answers from your actual AscendixRE data in seconds. Also includes AI-assisted CSV import with field mapping and duplicate detection.

Generate and update documents from live data.

Upload any branded CRE document: property brochure, comp report, tour book, owner report. AI rebuilds it as a live template connected to your AscendixRE records. Generate any document from any record, in minutes, every time. No manual assembly. No coordinator required.

Ready to activate AscendixRE AI Suite?

See how AscendixRE AI Suite handles your daily tasks, answers your CRM questions, and generates branded documents in minutes.

AI Built Into Every Stage of Your Workflow

xRE Connector for Claude and ChatGPT

Ask your AI assistant. Get answers from your actual CRM data.

xRE Connector for Claude, ChatGPT, and Gemini*

Your CRM is now inside the AI assistant you already use. Ask ChatGPT or Claude about your pipeline, your clients, and your deals, and get answers from your actual AscendixRE data, in plain English, without opening the system. On your phone, between meetings, from the interface you’re already in.

Use it when:

  • You’re heading into a meeting and need the full history on a client in seconds
  • You want to know which tenants have leases rolling before Q4 without building a report
  • You photographed a business card and want the contact in your CRM before you leave the room
  • You’re drafting a client email and need their actual lease terms right there in the conversation

*Gemini support planned later in 2026.

01_harvest

Forward the email. That’s it.

Harvest

Your inbox is already full of deal intelligence – you just need to harvest it properly. With AscendixRE AI, you can forward any deal-related email to your Harvest address, and all the contacts, properties, lease terms, and deal details from the email will be extracted into a draft CRM record, set for your review.

Use it when:

  • A tenant rep emails a requirement 25K SF, Class A, Uptown, 18-month timeline — that needs to become a prospect record
  • A landlord rep blasts a new availability with asking rent and TI specs worth capturing in CRM
  • You’re back from ICSC with a phone full of photographed business cards and intro emails
  • A new listing inquiry lands from CREXI or LoopNet — forward it to Harvest and the lead, property, and contact details are in your CRM before you reply.
01_harvest
xRE AI Conversational Agent Image

Ask. Update. Create. By text or voice.

AI Agent

Search your CRM, update deal stages, create contacts and properties, draft emails — by voice or text, from your desk or the parking lot. The Agent understands CRE terminology natively and respects every validation rule, sharing setting, and duplication rules in your org.

Use it when:

  • You need to know which tenants have leases rolling before Q4
  • You’re walking out of a tour and need to log the activity, the contact note, and the follow-up before you forget
  • You’re driving between properties and need to move a deal to the next stage
  • You’re on a call with a tenant and want to capture their requirements by simply speaking them into the system
  • You’re at a conference and want to add ten contacts without typing on your phone
03_Composer

Turn any CRE doc into a live template. Generate in minutes.

Composer AI

Stop spending hours in PowerPoint or Canva assembling documents from data that’s already in your CRM. Upload any branded CRE PDF — property brochure, comp report, tour book, or owner report — and Composer rebuilds it as a live template connected to your AscendixRE records.

Use it when:

  • You need to deliver a formatted lease comp report before Monday and your coordinator/admin is out
  • Sarah updated the asking PSF on a listing and every published Tour Book should reflect it
  • You want a one-click owner report for every active landlord, every Friday
  • A comp report or tour book that used to take two hours needs to be ready in twenty minutes
03_Composer

Generic AI doesn't know your business. We do.

Most brokerages already use ChatGPT, Claude, or Gemini every day. The real question isn’t whether AI can be helpful. It’s whether it can provide the competitive advantage strong enough for you to keep up with the market. And we know exactly how to accomplish that.

CRE‑specific intelligence

AscendixRE AI Suite knows the difference between NNN and FSG, understands WALT, TI, mark‑to‑market, rent rolls, comps, and real CRE workflows. It’s built for how deals actually work.

Native to AscendixRE

AI suite is plugged in your existing org and honors your custom objects, picklists, sharing rules, and duplicate rules. No rip‑and‑replace. Your CRM stays the single source of truth.

Built for the way you work

Brokers don't sit at desks all day. The Agent works by voice or text, from your phone, between meetings, so the CRM finally gets the deal updates it never sees today.

Four modules. One license.

All four modules are included for every user. No separate tools. No stitched‑together subscriptions. Just one system with AI layer that works end to end.

Your data has been waiting. Time to put it to work.

AscendixRE AI Suite makes your data work automatically, intelligently, and always with your approval before anything changes.

How it fits the way your team works

Tenant Rep Brokers

Open ChatGPT before a client meeting and ask for the full history on the tenant you're about to see: requirements, last conversations, lease timeline. All from your phone, before you walk in. Forward their requirement email to Harvest and AI drafts the prospect record instantly.

Landlord Rep & Leasing

Ask your AI which active requirements in your database match a new availability and get the answer before the tenant broker finishes explaining the deal details. When the landlord needs an update, pull a branded owner report from live deal data in minutes with Composer AI.

Capital Markets & Investment Sales

Forward your deal emails and the CRM records draft themselves. Ask your AI for the list of suburban offices between $20M–$30M in Chicago and get the answer in seconds. Turn the matching records into a comp summary or BOV.

Tenant Rep Brokers

Open ChatGPT before a client meeting and ask for the full history on the tenant you're about to see: requirements, last conversations, lease timeline. All from your phone, before you walk in. Forward their requirement email to Harvest and AI drafts the prospect record instantly.

Landlord Rep & Leasing

Ask your AI which active requirements in your database match a new availability and get the answer before the tenant broker finishes explaining the deal details. When the landlord needs an update, pull a branded owner report from live deal data in minutes with Composer AI.

Capital Markets & Investment Sales

Forward your deal emails and the CRM records draft themselves. Ask your AI for the list of suburban offices between $20M–$30M in Chicago and get the answer in seconds. Turn the matching records into a comp summary or BOV.

I just BCC my Harvest address on every deal email I send. By Friday everything I touched that week is in AscendixRE.

Atlanta Investment Sales Broker

Your day with AscendixRE AI Suite

01_01 icon

Prepare for the client meeting

Open ChatGPT on your phone. Ask: “What’s the full history on Sarah Chen — last conversations, open deal, lease timeline?” Your AscendixRE data comes back in seconds. You walk in knowing exactly where things stand.

ChatGPT → CRM briefing: 8 sec

2 icon

A broker email lands.

Forward it to your Harvest address. By the time you sit down, the contact, property, lease terms, and deal are queued for review. Approve at the field level, the record level, or all at once.

Inbox → CRM: 90 sec

3 icon

Walking out of a tour.

Open Agent on your phone and dictate:
“Log a tour with Marta at 2500 Main. She liked the layout, but parking was tight. Follow up Friday with LOI options.”
The activity, the note, and the task are all created through your validation rules, waiting for one tap to confirm.

Voice → CRM: 10 sec

04 icon

Prepare tomorrow’s pitch.

Ask Agent for the three best comps. Send them to Composer AI. A branded lease comp report is ready in 3 minutes — pulled from live CRM data, formatted in your brand, ready to send.

CRM → Branded PDF: 3 min

Questions Your IT Team May Ask

We already use ChatGPT. Why do we need this?

Great, that is exactly where the xRE Connector fits. Instead of asking brokers to leave ChatGPT or Claude, we connect those tools to structured AscendixRE data with CRE-specific instructions and guardrails. They can ask questions in the AI tool they already use and get answers from real CRM records.

Is my CRM data safe when AI features are enabled?

Yes. AscendixRE AI Suite runs inside your existing AscendixRE Salesforce org and honours your existing sharing rules and security model. Your data stays in your org. It is not used to train any external AI model. The architecture was built to clear enterprise IT security review from day one.

Will my team actually use it?

The suite was designed around the specific reasons commercial real estate brokers don’t use their CRM: getting data in takes too long, finding it once it’s there is too hard, and turning it into client materials takes too much coordination. Forwarding an email, asking a question in plain English, clicking generate — none of these require behaviour change. That’s deliberate.

What if we need it customised for our firm’s workflow?

Ascendix has been customising Salesforce for commercial real estate firms for over 26 years. If your workflow needs more than the out-of-the-box suite, the same team that built AscendixRE can extend it. Bring it up during the demo and we’ll tell you what’s possible.

Can it be used on the go?

Yes. The Agent can be run by voice or text. Brokers can dictate post‑tour notes, deal updates, and new contacts from the field, and every change still flows through your validation rules and approval flow before it’s committed.

How does it handle our custom objects, picklists, and sharing rules?

Natively. The suite is installed into your AscendixRE org and reads your schema directly. Custom objects, custom picklist values, validation rules, sharing settings, and duplicate rules are all honored — there’s no second system of record to keep in sync.

Contact Sales Team

First Name
Last Name
Work Email
Phone
How can we help you?

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info

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

Ascendix User? Need help? Send your support requests to [email protected]