FORTIMIZE REAL ESTATE

Salesforce, Data & Analytics, and Advisory Consulting for Real Estate

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Manage your clients, prospects, and properties with confidence.

Since our founding in 2012, we’ve been a premier Salesforce implementation partner for real estate firms like yours. We understand the challenges you face as an owner/operator, investor, broker, asset manager, or property manager. You have siloed systems resulting in no singular or comprehensive view of the customer. Reporting is manual causing data mistrust. And your departmental handoffs are inefficient, slowing down sales cycles.

These problems are not unique. We hear them everyday. We also know one solution doesn’t fit all, which is why we take the time to learn about your business goals. Our mission is to empower you by providing world-class Salesforce and data solutions tailored to your needs. With years of direct real estate consulting experience, we have the business and technical skills to guide you through your transformation journey.

Four Pillars to a Fortimize Engagement

Business Functionality Integrations Data & Analytics Change Management Comprehensive marketing, sales, and operations solutions that align to your business goals. Scalable architecture with common ERPs like Yardi, MRI, and Real Page to deliver connected experiences. Proper data hygiene, governance, and strategies to deliver trustworthy insights for accurate decisions. Supportive strategies and best practices to ensure business users gain confidence and adopt the solution.

Four Pillars to a Fortimize Engagement

Sample Business Solutions

Investor Relations

Investor CRM
Fundraising
Investor Portal

Marketing

Campaigns & Journeys
Omni Communication
Social Media

Property Management

Operations
Service Requests
COI

Transactions

Acquisitions/Dispositions
Diligence & Closing
Broker/Partner CRM

Asset Management

Data Analytics
Reporting & Dashboards
Financial Tracking

Leasing

Leasing Life Cycle
Tenant, Building, & Space Mgmt
Tenant Portal

Customer Solutions

Optimizing the end-to-end life cycle of student living.

Solution Stack:
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Field Service
  • Marketing Cloud
  • MRI ERP integration via custom APEX
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A robust leasing platform, scalable MRI integration, and an elegant self-service student portal gives American Campus Communities’ staff and residences a seamless, Salesforce-backed leasing and living experience.

The Salesforce platform, and the partnership with Fortimize, really helps us with that operational resiliency. Being able to go after new segments of the business, that’s really important."

Jorge de Cardenas, EVP & CTO
A robust leasing platform, scalable MRI integration, and an elegant self-service student portal gives American Campus Communities’ staff and residences a seamless, Salesforce-backed leasing and living experience.

The Salesforce platform, and the partnership with Fortimize, really helps us with that operational resiliency. Being able to go after new segments of the business, that’s really important."

Jorge de Cardenas, EVP & CTO
Solution Stack:
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Field Service
  • Marketing Cloud
  • MRI ERP integration via custom APEX
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Designing a technology-centric journey from early prospect to loyal resident.

Solution Stack:

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • CRM Analytics
  • Yardi ERP integration via Informatica
A shift in technology strategy from asset-focused to customer-focused transformed this successful multi-family owners’ leasing and operations business and separated them from other high-profile Manhattan competitors.

Outcomes within 6-months:
• Reduced a 30-day leasing cycle down to 4-days.
• Purchased 9 additional buildings without hiring more leasing staff.
• Management gained access to key property, building, and unit KPIs in one system.

A shift in technology strategy from asset-focused to customer-focused transformed this successful multi-family owners’ leasing and operations business and separated them from other high-profile Manhattan competitors.

Outcomes within 6-months:
• Reduced a 30-day leasing cycle down to 4-days.
• Purchased 9 additional buildings without hiring more leasing staff.
• Management gained access to key property, building, and unit KPIs in one system.

Solution Stack:

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • CRM Analytics
  • Yardi ERP integration via Informatica

Providing the investment teams with a complete 360° view of capital relationships.

With a scalable Salesforce CRM and investor portal solution, this investment management, development, and construction company was able to track investor activity, calculate performance and investment values, and monitor their customer’s investment criteria in a single view.

We had the most positive experience with Fortimize and Salesforce. Our team was always there whenever we needed assistance and provided solutions in a timely manner.”

Operations Manager

Solution Stack:

  • Sales Cloud
  • Experience Cloud
  • Shield
  • DocuSign

Solution Stack:

  • Sales Cloud
  • Experience Cloud
  • Shield
  • Docusign
With a scalable Salesforce CRM and investor portal solution, this investment management, development, and construction company was able to track investor activity, calculate performance and investment values, and monitor their customer’s investment criteria in a single view.

We had the most positive experience with Fortimize and Salesforce. Our team was always there whenever we needed assistance and provided solutions in a timely manner.”

Operations Manager

We want to learn about you.

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