Industry Solutions

Real Estate

Property management, agent productivity, deal tracking, client portals

We help real estate firms and property management companies digitize operations with CRM platforms that automate deal tracking, enhance agent productivity, and deliver client self-service portals. Our solutions span residential, commercial, and property management verticals.

35%

Faster Deal Cycles

45%

More Qualified Leads

Platform Integrations

90%

Tenant Satisfaction

What We Deliver

Our Real Estate Capabilities

Sales Cloud for deal pipeline management

Agent productivity & commission tracking

Property listing & inventory management

Client portals with Experience Cloud

Automated lead routing & nurturing

Contract management with DocuSign

Market analytics & pricing intelligence

Tenant management & maintenance workflows

Real Results

How We've Helped Real Estate Clients

Deal Management Platform

Implemented Sales Cloud for a commercial real estate firm, reducing deal cycle time by 35% and improving pipeline visibility.

Property Management Portal

Built a tenant self-service portal for maintenance requests, lease renewals, and payment processing.

Lead Automation

Automated lead capture from 12 listing platforms with AI scoring, increasing qualified leads by 45%.

Case Studies

Real Estate Success Stories

See how we've delivered measurable results for real estate organizations.

Commercial Real Estate CRM and Deal Pipeline for a National Brokerage

+34%

Deal Velocity

Real Estate

Commercial Real Estate CRM and Deal Pipeline for a National Brokerage

Meridian Commercial Partners

Meridian's 120 brokers managed a $4.2B deal pipeline across office, industrial, and retail asset classes using a combination of personal spreadsheets, a legacy CRM, and email threads. There was no shared view of deal pipeline, brokers hoarded client relationships, and leadership had no visibility into forecasted commissions. Property listings were managed in a separate system with no CRM integration, and market comps were compiled manually for each pitch. The firm was losing competitive deals because brokers lacked timely market intelligence and could not produce professional pitch materials quickly.

Salesforce Sales CloudExperience CloudMuleSoftConga

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Tenant Self-Service Portal and Property Management Platform

72 hrs → 8 hrs

Maintenance Response Time

Real Estate

Tenant Self-Service Portal and Property Management Platform

Elevate Property Group

Elevate managed 14,000 residential units across 85 properties with tenant interactions handled entirely through phone calls, paper work orders, and manual lease administration. Maintenance requests averaged a 72-hour response time, lease renewals were tracked in spreadsheets, and the property management team spent 40% of their time on administrative tasks. Tenant satisfaction had dropped to 3.1 out of 5 stars, and annual turnover was 38% — well above the industry average of 28% — costing $8.4M in make-ready and vacancy losses.

Salesforce Service CloudExperience CloudMarketing CloudMuleSoft

AI-Powered Lead Scoring and Automation for a Residential Real Estate Brokerage

PrimeNest Realty Group

PrimeNest's 280 agents received leads from 14 different sources — Zillow, Realtor.com, social media campaigns, open houses, referrals, and the company website — with no centralised management. Leads were distributed round-robin regardless of agent expertise or availability, response times averaged 6 hours, and 45% of leads were never contacted at all. The brokerage had no way to identify high-intent buyers from casual browsers, and agents wasted hours calling cold leads while hot prospects went to competitors. Lead-to-close conversion was 1.8%, well below the 3.5% industry benchmark.

Salesforce Sales CloudEinstein Lead ScoringMuleSoftMarketing Cloud

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Technology Stack

Built With Leading Platforms

Sales CloudExperience CloudDocuSignEinstein AITableauStripe

Ready to Transform Your Real Estate Operations?

Let's discuss how we can deliver industry-specific solutions tailored to your unique challenges and goals.

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