FORTIMIZE REAL ESTATE
Salesforce, Data & Analytics, and Advisory Consulting for Real Estate
Manage your clients, prospects, and properties with confidence.
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
Fundraising
Investor Portal
Marketing
Omni Communication
Social Media
Property Management
Service Requests
COI
Transactions
Diligence & Closing
Broker/Partner CRM
Asset Management
Reporting & Dashboards
Financial Tracking
Leasing
Tenant, Building, & Space Mgmt
Tenant Portal
Customer Solutions

Optimizing the end-to-end life cycle of student living.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Field Service
- Marketing Cloud
- MRI ERP integration via custom APEX
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
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
- Sales Cloud
- Service Cloud
- Experience Cloud
- Field Service
- Marketing Cloud
- MRI ERP integration via custom APEX

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
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.
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.
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
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