CASTO
Solution Stack
Sales Cloud + Inbox, Jitterbit
Business Units
Leasing, Development
Services
Advisory, Implementation
Timeline
16 weeks
Scaling Repeatable Leasing Workflows
CASTO is a real estate development and property management firm headquartered in Columbus, Ohio. With a portfolio spanning retail, office, multifamily, and mixed-use properties, CASTO specializes in creating and managing vibrant communities that combine commerce, living, and lifestyle experiences. Known for its long-standing relationships with tenants and partners, the company blends innovative development with disciplined property management to support growth and sustainability across diverse markets.
Problem
CASTO’s leadership knew their deal workflows weren’t keeping pace—but finding the right fix was anything but simple. Off-the-shelf PropTech tools lacked the customization they needed, while internal CRM builds consumed valuable time without delivering results. The turning point came when CASTO’s team leaned into peer insights, revisited Salesforce, and partnered with Fortimize to bring a fresh perspective.
Process
Together, they deployed Sales Cloud with MRI integration, dynamic dashboards, and task management built specifically for leasing. Suddenly, teams had full transparency into contacts, prospects, and critical milestones—all inside a single system of record.
Results
The result? CASTO’s leasing playbook evolved into a repeatable, scalable process. Visibility improved, bottlenecks disappeared, and tenant reps gained the confidence and tools to engage smarter and close deals faster.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Real-time pipeline visibility | Centralized workflows | Integrated MRI data |
More reliable data | Reduced risk | Scalable CRM foundation |
Impact on Customers
By unifying leasing workflows inside Salesforce, CASTO transformed tenant relationship management from fragmented and reactive to transparent and repeatable. Reps gained full visibility into prospects and milestones, enabling faster, more consistent deal cycles. Executives could trust real-time data to guide growth decisions, while tenants benefited from smoother, more responsive engagement at every step of the journey.
