CLIENT CASE STUDY
Real Estate Company Streamlining the Lead-to-Lease Journey with Salesforce + Yardi Integration
COMPANY
Real Estate Firm
SOLUTION STACK
Salesforce Sales Cloud
Salesforce Marketing Cloud
Mulesoft
STORY SUMMARY
A leading real estate firm overseeing a large number of apartment units transformed its fragmented lead management process by partnering with Fortimize.
The company is known for developing and managing multi-residential and commercial properties, sought a unified solution to streamline its lead-to-lease operations and enhance marketing and leasing visibility
Helping renters get in the door faster — with less friction behind the scenes.
CHALLANGE
The company’s tools weren’t working together. Leads were coming in from websites, phone calls, email campaigns, and listing sites (ILS), but there was no single system to capture, track, or convert those interactions. Everything was siloed — from initial inquiry to lease application — which left teams juggling systems and prospects falling through the cracks.
To solve it, the company worked with Fortimize to unify their lead-to-lease workflow using Salesforce CRM, Fastcall, AI chatbots, and a bi-directional Yardi integration.
Key challenges included:
An inefficient and disjointed lead-to-lease process due to multiple engagement platforms.
No centralized platform to track lead sources or manage inquiries.
Disconnected marketing and sales efforts stemming from siloed Marketo data.
Limited CRM visibility into resident application status within Yardi.
Lack of access to historic lead data once prospects entered the Yardi application workflow.
These gaps not only impacted team efficiency but also hindered long-term marketing optimization and resident engagement.
SOLUTIONS
Now, prospects are routed through a centralized platform, where they can easily schedule tours, chat with leasing agents, or receive follow-ups by text — all while their information flows cleanly into Yardi, the company’s core leasing and property management system. This closed-loop integration allows teams to see a full view of a resident’s journey, from first contact through application, lease, and move-in.
Key Technical Wins:
CRM-based lead intake from ILS, web, email, phone, and campaigns
AI chatbots and Fastcall SMS integration inside Salesforce
Seamless scheduling and tour management
Full email activity tracking
Real-time Yardi integration for lead, applicant, tenant, and unit data
RESULTS
For companies juggling thousands of units, this transformation isn’t just about efficiency — it’s about giving people a better experience during a major life decision: finding a place to call home.
This transformation didn’t just make life easier for leasing teams — it created a faster, smoother experience for renters. With everything connected, prospects get the information and support they need in real time, and property teams gain actionable insights into what drives conversions.
What changed:
Prospective renters get faster responses through chatbots, text, and call routing.
Leasing agents spend less time chasing leads and more time helping residents.
Marketers can finally track which campaigns work — and adjust in real time.
Applications are now connected to lead records, making reporting seamless.
With Fortimize’s support, the real estate company eliminated manual touchpoints and data silos, resulting in a smarter, faster, and more transparent leasing experience. Marketing and leasing teams now work from a single source of truth, enabling stronger campaigns, better tracking, and improved conversion.
