Salesforce CRM for
Real Estate & Mortgaging

Reduce closing and follow-up times

Automate Communications

Productivity customizations

for agents working out of their inbox,

fast documentation exchange and redlining

Stay on top of site-visits, open-houses

Optimize an essential fixture of real-estate operations that depends on many variables aligning together, including buyer availability

Visibility through Reports and Dashboards

For open listings and site visits,

performance monitoring,

and appointment calendars

There's really no ceiling to what

Our Custom Platform Developments For Real Estate

For Agents

Salesforce 1 Mobile Apps, permission handling
Salesforce components for your inbox
Documentation solutions
Pardot integration for campaigns

For Agencies

Custom performance dashboards,
Propertybase implementations,
Salesforce hosted webpages for listings
Visualforce pages for listings

What we as a Silver Consulting Partner bring to

Customizations for Real Estate & Mortgaging

Centralize Estate & Agent Data

Manage territory and agent performance, update listings and offers in real-time, record active contracts and new projects

Optimized Buyer Communication

Plan appointments and reschedule for 'open-house' visits, reduce time wasted on no shows through reminders and confirmations, document and close faster with ISV integration

Accessible Business Analytics

Understand buying patterns,
individual buyer engagement,
and revenue flows

Automated followups to retain interest

Scheduled campaigns
to nurture buying behaviors,
promote relevant listings,
and profile buyers

Featured Stories

Performance Visibility, Auto Segmentation, And Fraud Checking For Sales Cloud Managed Rewards And Real-Estate Operations

Location-based e-Signatures, A Property Search Portal, And Site Visit Scheduling For A Real-Estate Establishment In Noida, India

Mohan Joshi Buniyad

Achieve More with Salesforce for Real Estate Agents

Accelerate Sales

by driving digital transformation in business to seamlessly connect investors and realtors to speed up decision-making

Enhance Agent Productivity

by a centralized view of data of prospective clients like their buying interests and earnings to send targeted emails, which speeds up deal closure

Automate Inventory Reports

to keep real estate agents updated about stocks and delivery status and track details like store quotes and invoices