Deliver better, more intelligent experiences with AI.
Boost productivity, increase personalization, and meet the needs of the real estate market with AI-powered solutions that drive business and ensure financial and operational stability.
We [use Salesforce to] empower homeowners to self-solve simple issues that they might have after they move into the home...which is better for the customer because they have immediate resolution. And it's better for Lennar as far as enabling our customer care reps to focus on larger issues.
Daniel KeatingDirector of Product, Lennar
Boost client satisfaction, broker impact, and firm success.
Harness the power of integrated data and AI-driven solutions to streamline processes, optimize operations, and create highly personalized customer experiences.
Seamlessly integrate AI-driven automation and CRM connectivity into your workflows to foster real-time collaboration, eliminate guesswork, and standardize business processes — maximizing productivity and effectiveness.
Optimize digital channels with AI-driven segmentation, targeting, and engagement, leveraging AI agents to generate personalized content, build AI-assisted campaigns, and improve performance and customer satisfaction.
Bring brokers, teams, and executives together around a unified view that integrates customer and industry insights to foster collaboration, enhance decision-making, drive seamless customer experiences, and increase the strategic value of brokers.
Utilize real-time insights and unified data to strengthen client relationships, accelerate deals, and capture growth opportunities while leveraging analytics to track key metrics, pivot quickly, and effectively manage risk.
Drive organic growth by connecting stakeholders and data.
Deliver insights to sellers, brokers, and agents powered by unified, real-time data and powerful AI solutions that increase efficiency, unlock monetization opportunities, and improve every interaction.
Enhance efficiency and scale with AI agents that provide real-time comps, schedule meetings, aggregate research, and field leads, while leveraging AI-powered predictions and next-best actions to streamline deal closures, automate processes, and build stronger, more personalized relationships.
Surface relevant information and insights during customer support and on-site interactions, enabling faster issue resolution, uncovering upsell opportunities, and enhancing the overall customer experience to drive satisfaction and long-term loyalty.
Use AI to automatically capture and sync relevant customer information, summarize calls, meetings, and service cases, and give you a bird's eye view across team activity so that you can drive productivity and build a universal knowledge base that empowers brokers and agents.
Leverage connected data and AI to streamline tasks, address customer needs, and provide personalized experiences by tasking agents with drafting emails, prospecting leads, generating campaign content, or creating personally tailored contracts.
Enrich every touch-point with connected data and AI.
Personalize interactions and unlock business success with a complete, unified view across teams, subcontractors, and third party systems.
Connect and harmonize data across multiple systems to build unified customer profiles that provide deeper insights into preferences, behaviors, and needs, powering personalized interactions and more targeted marketing strategies.
Securely share data with trusted partners while maintaining control and organization by tailoring business processes, managing workflows, and safeguarding data based on brand, department, or region — all in a privacy-safe manner.
Enable smarter, more efficient AI when you securely access both first-party and industry data and integrate valuable external insights that enhance decision-making, improve predictive accuracy, and drive better outcomes across various business processes.
Strengthen marketing, sales, service, and operational experiences with a "digital nervous system" that gives all enterprise teams access to holistic data sets, powering digitization, automation, and AI, boosting productivity, and transforming client relationships.
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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 real estate CRM and Agentforce 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.
