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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Modern real estate firms can’t afford disconnected data, outdated workflows, or missed opportunities.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.

Business partners looking for commercial real estate storefronts.

Salesforce for Real Estate

Fortimize integrates financial and property data, streamlines operations, and drives adoption. Since 2012, we’ve been a premier Salesforce partner for real estate firms, understanding the challenges of owners, investors, brokers, and managers.

Salesforce Implementation 

Product Optimization

1/3 of our customers left their implementation partner for better product optimization and support with Fortimize. Our transparent Managed Services model functions as team augmentation, ensuring clarity on every activity and dollar spent.

Discover the difference of DaaS
"Fortimize was very knowledgeable about Salesforce and the real estate leasing process. They helped us build a comprehensive end-to-end solution for acquisition, disposition, and leasing."
National Real Estate Firm
Customer Since 2023

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.

Couple signing a lease for a new condominium.

Residential Leasing

Salesforce optimizes lead-to-lease workflows from lead generation to signed lease and tenant move-in process.

Property Management

For property managers, it streamlines service requests, financial questions, case escalations, and the service workflow for field teams. 
Real estate property manager on site with roommates.
Real estate business investor for commercial and owner operators.

Fundraising

For investor relations, Salesforce helps manage fundraising, opportunities, outreach perspective, and current investors and portal for shared documentation.

Transactions

For transactions, Salesforce centralizes client communications, tracks deal progress and automates closing tasks.

Real estate broker looking through available apartments and listings online.

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.

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Deal Management

Manage pipeline data, deadlines, and tasks across departments,

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MRI Connector

Seamlessly push MRI data into Salesforce Sales Cloud.

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"Fortimize did an outstanding job of understanding our business challenge and presented and executed that plan and delivered on time and on budget."
Regional Investment Group
Customer Since 2023
Operational efficiency that actually moves units.

Thought Leadership Paper

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