Salesforce For Real Estate
Transform Deals & Portfolio Performance
Modern real estate firms can’t afford disconnected data, outdated workflows, or missed opportunities. Whether managing commercial, retail, or residential, Salesforce helps you centralize deal flows, enhance tenant and investor relationships, and optimize performance.
Salesforce for Real Estate
Salesforce Implementation →
Product Optimization
Discover the difference of DaaS →
Speak to an Account Executive
Fortimize is a top Real Estate Partner for Salesforce. Our people-first methodology means we’re here to talk through and discuss any questions you may have, regardless of where you are in your CRM journey.
BUSINESS SOLUTIONS
Commercial Leasing
Salesforce streamlines commercial and retail leasing workflows—from lead capture through lease negotiation, and approvals.
- Tenant, Property & Broker CRM
- Inventory Visibility
- Commission Calculator
- Stacking Plan Visualizations
- Marketing Journeys
- MRI, Yardi, JD Edwards Integrations
Residential Leasing
Salesforce optimizes lead-to-lease workflows from lead generation to signed lease and tenant move-in process.
- Lead Intake
- Lead-to-Lease Workflow
- Inventory Management
- ILS & CTI Integrations
- Automated Tour Scheduling
- Marketing Campaigns
Property Management
- Resident & Property CRM
- Inventory Management
- Field Service Workflow
- Inspections Workflows
- Self-Service Requests
- Unit Turnover Process
Fundraising
- Investor CRM
- Communication Capture
- Deal stages
- Disbursements
- Investor Portals
- Document Management
Transactions
For transactions, Salesforce centralizes client communications, tracks deal progress and automates closing tasks.
- Acquisitions & Dispositions CRM
- Property Due Diligence
- Deal Valuation & Financial Modeling
- Investment Committee & Approval Workflow
- Integration with Financial Systems
- Post-Acquisition Portfolio Management
Real Estate Services & Accelerators
Real Estate firms and owner-operators have options at every stage of their Salesforce journey.
Commercial Leasing
Manage leads, contacts, leases, and approvals in one platform.
Deal Management
Manage pipeline data, deadlines, and tasks across departments,
MRI Connector
Seamlessly push MRI data into Salesforce Sales Cloud.
