Salesforce For Real Estate
Optimize Leasing & Asset Performance
Run leasing, asset management, and investor workflows in one connected system built on Salesforce. Fortimize brings your data, processes, and teams together so you can operate faster with full visibility across your portfolio.
Real Estate Firms Using Salesforce
"Fortimize helped us build a comprehensive end-to-end solution for acquisition, disposition, and leasing."
National Real Estate Firm
Customer Since 2023
Here to answer your questions.
We’re here to answer your questions — wherever you are in your CRM journey.
Increase Leasing & Deal Velocity
- Centralize lead, broker, and tenant pipelines
- Track deal stages, commissions, and approvals in real time
- Automate tour scheduling and follow-ups
- Surface at-risk deals and stalled opportunities
- Connect leasing directly to asset and portfolio performance
Improve Portfolio Visibility
- Consolidate property, tenant, and financial data
- Track occupancy, rent rolls, and performance
- Deliver real-time dashboards for asset managers
- Connect CRM activity with asset-level financial performance
- Standardize acquisitions, leasing, and operational reporting
Streamline Property Workflows
- Automate work orders and tenant communications
- Track property activity, escalations, and resolution timelines
- Coordinate turnover, maintenance, and vendor workflows
- Maintain full tenant and property interaction history
- Connect front-office leasing with back-office operations
Strengthen Capital Management
- Track investor pipelines, commitments, and capital flows
- Manage capital calls, distributions, and communications
- Centralize investor documents, reporting, and approvals
- Deliver secure investor portals and self-service access
- Connect fundraising activity to asset performance
Standardize Transactions
- Centralize deal sourcing, underwriting, and pipeline
- Track underwriting, approvals, and committees
- Manage acquisition and disposition workflows end-to-end
- Connect financial models, leasing data, and CRM activity
- Maintain audit-ready records across the full asset lifecycle
Real Estate Accelerators
Move faster with prebuilt solutions already proven in real estate environments.
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.
"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
