CASTO
Solution Stack
Salesforce Sales Cloud, MRI
Business Units
Process Innovation, Executive Ops
Services
Advisory, Implementation
Timeline
12 weeks
Unifying Leasing, Finance, & Operations
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.Â
Problem
With early wins in leasing, CASTO’s leadership began to see a bigger picture: Salesforce wasn’t just solving today’s workflows—it could fuel innovation across the entire development lifecycle. What started as a CRM initiative quickly evolved into a platform vision, uniting teams and setting the stage for deeper data insights.
Process
In partnership with Fortimize, CASTO built a foundation that integrates MRI with Sales Cloud and aligns departments around a single source of truth. Executives gained a blueprint for long-term digital strategy, operations teams found new ways to collaborate, and technology leaders reduced redundancies while strengthening governance.
Results
For a company managing more than 26 million square feet of retail space, the impact goes beyond efficiency—it’s a cultural shift from tactical software purchases to a platform strategy that powers scalable growth and lasting community impact.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Real CRM strategy | Better collaboration | Streamlined future integration |
Aligned departments | Increased efficiency | Removed redundant systems |
Impact on Tenants
By reframing Salesforce as a platform strategy rather than a point solution, CASTO unlocked new possibilities for cross-functional alignment and future analytics. Executives gained confidence in long-term digital investments, operations teams collaborated more effectively, and technology leaders consolidated tools into a single, scalable system. For tenants and communities, this shift signals CASTO’s commitment to continuous improvement and better experiences ahead.
