Property Management Co
Solution Stack
Sales Cloud, MuleSoft, Yardi Integration
Business Units
Leasing, Marketing, Sales Operations
Services
Advisory, Implementation, Delivery-as-a-Service
Timeline
16 weeks
Quicker Growth by Eliminating Silos
A leading real estate development and property management company serving residential communities across North America. With a portfolio spanning rental apartments, condominiums, and master-planned neighborhoods, the organization is recognized for blending modern design, sustainability, and community-focused amenities. By integrating technology and customer-centric service, it delivers homes that meet today’s lifestyle needs while supporting long-term growth and livability.
Problem
This client was ready to scale—but its technology stack wasn’t keeping pace with its ambitions. Lead intake lived in DashQ, leasing operations ran through Yardi, and critical data fell through the cracks. Teams wrestled with disconnected systems, manual workarounds, and limited visibility that made it nearly impossible to track the customer journey from first click to signed lease. Instead of fueling growth, the CRM environment was holding it back.
Process
That’s where Fortimize stepped in. Leveraging deep expertise in real estate technology, Fortimize replaced the patchwork process with a centralized CRM built on Salesforce Sales Cloud—integrated seamlessly with Yardi via MuleSoft APIs.
Real-time lead capture from the company’s website and ILS listings like Apartments.com and RentSync now flows directly into Salesforce, where leasing teams can manage, nurture, and advance prospects without missing a beat. From there, applications move seamlessly into Yardi RentCafe, with MuleSoft ensuring Salesforce stays continuously updated for accurate, full-funnel visibility.
Results
The impact was immediate and lasting. What once required duplicate data entry and siloed systems is now streamlined into a single pane of glass. Touring, marketing, and call center activities all run within Salesforce, giving the scalable foundation the company needed for future growth.
With Fortimize as a trusted partner, this client was able to transform their lead-to-lease process into a modern, data-driven engine—delivering a smoother experience for customers and a sharper competitive edge for the business.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Scalable foundation | Unified leasing workflows | Integrated Salesforce and Yardi |
Conversion insights | Accurate lead tracking | Centralized data |
Impact on Clients
For residents and prospective tenants, the new system means a smoother, faster, and more transparent leasing journey. From the first online inquiry to signing a lease, applicants now experience consistent communication, fewer delays, and a more personalized touch.
