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Real Estate CRM Software for Property Firms | Salesforce IN
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A portal for Tableau Pulse with details about Tenant Work Orders using Agentforce [A portal for Tableau Pulse with details about Tenant Work Orders using Agentforce]

Real estate software with AI-powered CRM

Boost productivity, increase personalisation, and meet the needs of the real estate market with AI-powered solutions that drive business and ensure financial and operational stability.

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Salesforce is one of our most trusted advisers. With Salesforce, we have the technology and partnership to truly advance this industry.

Ori Klein
VP, Digital Product Development & Marketing, Lennar
Read the story

Boost client satisfaction, broker impact, and firm success.

Harness the power of integrated data and AI-driven solutions to streamline processes, optimise operations, and create highly personalised customer experiences.

Accelerate work with insights, automation, and connectivity.

Seamlessly integrate AI-driven automation and CRM connectivity into your workflows to foster real-time collaboration, eliminate guesswork, and standardise business processes maximising productivity and effectiveness.

Agentforce helping with broker support requests [Agentforce helping with broker support requests]

Revolutionise customer engagement with AI-driven campaigns.

Optimise digital channels with AI-driven segmentation, targeting, and engagement, leveraging AI agents to generate personalised content, build AI-assisted campaigns, and improve performance and customer satisfaction.

Create segment with Salesforce Einstein with Agentforce creating the segments [Create segment with Salesforce Einstein with Agentforce creating the segments]

Unite teams and data on one connected platform.

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.

Screen showing Dealroom app to approve customer [Screen showing Dealroom app to approve customer]

Gain agility with AI insights and real-time analytics.

Utilise 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.

Dashboard for real estate investment - property deep dive [Dashboard for real estate investment - property deep dive]
Agentforce helping with broker support requests [Agentforce helping with broker support requests]
Create segment with Salesforce Einstein with Agentforce creating the segments [Create segment with Salesforce Einstein with Agentforce creating the segments]
Screen showing Dealroom app to approve customer [Screen showing Dealroom app to approve customer]
Dashboard for real estate investment - property deep dive [Dashboard for real estate investment - property deep dive]

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 monetisation opportunities, and improve every interaction.

Boost sales success with in-context agents and insights.

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 personalised relationships.

Agentforce scheduling a property tour [Agentforce scheduling a property tour]

Unlock deeper level intelligence with AI.

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.

Agentforce finding information on the average sales price for New York City offices [Agentforce finding information on the average sales price for New York City offices]

Capture information effortlessly.

Use AI to automatically capture and sync relevant customer information, summarise 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.

Agentforce summarising a record [Agentforce summarising a record]

Streamline tasks and boost productivity with Agentforce.

Leverage connected data and AI to streamline tasks, address customer needs, and provide personalised experiences by tasking agents with drafting emails, prospecting leads, generating campaign content, or creating personally tailored contracts.

Broker support requests [Broker support requests]
Agentforce scheduling a property tour [Agentforce scheduling a property tour]
Agentforce finding information on the average sales price for New York City offices [Agentforce finding information on the average sales price for New York City offices]
Agentforce summarising a record [Agentforce summarising a record]
Broker support requests [Broker support requests]

Enrich every touch-point with connected data and AI.

Personalise interactions and unlock business success with a complete, unified view across teams, subcontractors, and third party systems.

Create integrated customer profiles.

Connect and harmonise data across multiple systems to build unified customer profiles that provide deeper insights into preferences, behaviours, and needs, powering personalised interactions and more targeted marketing strategies.

create pursuit for two real estate options [create pursuit for two real estate options]

Share customer data safely and selectively.

Securely share data with trusted partners while maintaining control and organisation by tailoring business processes, managing workflows, and safeguarding data based on brand, department, or region all in a privacy-safe manner.

Tableau Pulse showing tenant work orders [Tableau Pulse showing tenant work orders]

Incorporate external data sources.

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.

Insights for sales in Slack [Insights for sales in Slack]

Provide one, unified experience.

Strengthen marketing, sales, service, and operational experiences with a digital nervous system that gives all enterprise teams access to holistic data sets, powering digitisation, automation, and AI, boosting productivity, and transforming client relationships.

Sales Cloud for Slack with contract renewal reminder [Sales Cloud for Slack with contract renewal reminder ]
create pursuit for two real estate options [create pursuit for two real estate options]
Tableau Pulse showing tenant work orders [Tableau Pulse showing tenant work orders]
Insights for sales in Slack [Insights for sales in Slack]
Sales Cloud for Slack with contract renewal reminder [Sales Cloud for Slack with contract renewal reminder ]

Build your real estate solution with the following Salesforce products:

Agentforce

Scale your workforce with agents for any business use case to drive customer success with humans.

Learn more

Data 360

Activate all your customer data and empower your team with relevant insights and contextual data.

Find out more

Marketing Cloud

Personalise customer experiences and optimise campaigns with data-first solutions across channels.

Find out more

Sales Cloud

Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.

Find out more

Tableau

Make better business decisions with the world's leading data and analytics platform.

Find out more

Net Zero Cloud

Track, manage and report on sustainability data with a complete ESG management solution.

Find out more

Slack

Unlock automation, knowledge, AI and collaboration at the centre of an open, extensible platform.

Find out more
Sales, Service, Marketing, Commerce and Slack in one interface [Sales, Service, Marketing, Commerce and Slack in one interface]
Take the first step with Starter Suite.

Find more clients, win more business and keep your customers at the heart of it all with an all-in-one CRM suite. Starter Suite, brings sales, service, marketing, and Slack together, so you can grow more efficiently with easy-to-use CRM tools.

Find out more Try for free

Keep up with the latest real estate trends, insights and conversations.

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Tableau Pulse dashboard providing insights on deals [Tableau Pulse dashboard providing insights on deals]
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Next-Gen Real Estate: Chase Deals Not Data with Salesforce and AI

Watch the webinar
Power Your Frontline with Field Service Management [Power Your Frontline with Field Service Management]
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Power Your Frontline with Field Service Management

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See all resources

Ready to take the next step with the worlds #1 Agentic CRM for engineering, construction, and real estate?

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Salesforce for real estate FAQs

How is a CRM used in real estate?

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.

How do I organise my real estate CRM?

Salesforce CRM is organised 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.

What is the best CRM for real estate?

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organisations. 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.

Do brokers and realtors need a CRM?

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.

How do I choose the right CRM for realtors?

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

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