A portal for Tableau Pulse with details about Tenant Work Orders.

Help stakeholders deliver better, more intelligent customer experiences.

Put all your stakeholders on the same page with a CRM for real estate. Improve visibility, standardization, and processes with a single source of truth to assure that all stakeholders and customers are working off and contributing to the same data.

Industry leaders surpass customer expectations with a CRM for real estate.

A screen displaying Tenet Work Orders.

Deliver enhanced customer satisfaction, sales effectiveness, and overall business performance.

Enable agents and brokers to increase customer satisfaction, boost sales effectiveness, and achieve better overall business performance with a CRM for real estate. Streamline processes, optimize operations, and create highly personalized customer experiences.

  • Boost efficiency with automation. Increase productivity with automated workflows that remove guesswork, enhance employee experiences, and standardize processes.
  • Engage customers better. Create personalized marketing journeys that engage customers, nurture relationships, and instill long-lasting loyalty.
  • Unite teams in a connected workspace. Connect executive offices to field teams and partners in one centralized location.
  • React quickly to changing data. Track key metrics with real-time analytics that give teams the flexibility to pivot fast and effectively manage risk.
A screen displaying Tenet Work Orders.

Empower sellers, brokers, and agents with impactful insights.

Deliver insights to sellers, brokers, and agents that make every interaction more effective. A powerful real estate CRM lets you supercharge your data with customizable, predictive, and generative AI experiences.

  • Boost sales success. Use real-time predictions to guide brokers, agents, and sellers to close deals, automate sales process, and build stronger relationships.
  • Provide suggestions in context. Surface relevant information during customer support and on-site interactions to solve issues faster, uncover upsell opportunities, and enhance the customer experience.
  • Capture information effortlessly. Automatically summarize calls, meetings, and case details to drive productivity and build a knowledge base that empowers brokers and agents.
  • Streamline tasks. Increase productivity with AI generated contracts, emails, and call summaries.
A dashboard for Property Deep-dive with details about a property.

Create personalized interactions at scale.

Personalize every interaction with a complete, unified view across teams, subcontractors, and third party systems. Enrich every touch-point with connected data directly in the flow of work.

  • Create integrated customer profiles. Connect and harmonize data across multiple systems to create unified customer profiles.
  • Share customer data safely. Extend audiences to trusted partners and enable privacy-safe insights. Organize and protect your data by brand, department, and region to run unique business processes.
  • Incorporate external data sources. Enable smarter, more efficient AI with secure access to first-party and industry data.
  • Provide one unified experience. Strengthen marketing, sales, service, and operational experiences across your organization with more complete, holistic data sets.

Salesforce for real estate FAQ

A real estate CRM manages client interactions across marketing, deal management, and client service, using data to improve decision-making, inefficiencies, and margins. It lets you manage client interactions over the entire lifecycle while driving profitable growth and operational excellence.

Salesforce CRM is organized in objects including leads, contacts, accounts, opportunities, campaigns, and more. Your implementation team can use this out of the box structure then adapt it for your specific terminology and needs.

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organizations. Salesforce has commercial and residential real estate customers from the largest enterprises to small- and medium-sized businesses who use our solutions.

As a broker or realtor, having a CRM can be highly beneficial with insightful, actionable data at your fingertips; send automated emails for property nurturing; track interactions, notes, and deals in one place; ensure consistent and professional communication; and manage your work efficiently.

First, consider your specific business needs. Salesforce empowers real estate companies with a CRM that helps manage risk and drive efficient growth. Our customizable, integrated platform, coupled with AI capabilities, positions it as the ideal solution for real estate firms seeking modernization.