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

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

Regardless of the engagement model that’s right for you –advisory, implementation, or support– you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.

Four Pillars to a Fortimize Engagement

Sample Business Solutions

Investor Relations

Investor CRM
Investor Portal


Campaigns & Journeys
Omni Communication
Social Media

Property Management

Service Requests


Diligence & Closing
Broker/Partner CRM

Asset Management

Data Analytics
Reporting & Dashboards
Financial Tracking


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

Customer Solutions

We want to learn about you.

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins