Salesforce for Real Estate

Discover the advantages of turbocharging property sales, leasing, maintenance, and real estate management with LevelShift.

3X

Enhancement in Lead Conversion Rates

20-Sec

Service Request Creation

90%

Improvement in First Response Time

Close your Real Estate Deals Faster and Boost Client Response Times with Salesforce

Is your real estate business facing these issues?

  • Poor lead tracking: Missed opportunities due to fragmented systems.
  • Communication gaps: Slow response times frustrate potential buyers.
  • Scattered customer data: Disorganized data impacts customer interactions.

The solution lies in integrating Salesforce, an all-in-one platform designed to streamline real estate operations. From lead generation to post-sales service, Salesforce allows you to automate excellence into your real estate business. Salesforce automates and simplifies daily tasks for property managers, leasing agents, investors, and homeowners.

Salesforce for realtors: Transform your real estate operations with these benefits

Real-time lead tracking

Centralized database

Faster response times

Streamlined follow-ups

Actionable insights

Better client connections

Salesforce solutions for realtors, property management, and beyond

Unlock the full potential of your real estate business with Salesforce. Streamline property listings, automate lead management, simplify contract workflows, and gain actionable insights—all in one unified platform.

Property listings

Create and update property listings with photos, descriptions, and pricing from any device to reach potential buyers quickly.

Smart lead management

Automate lead generation, tracking, and nurturing across multiple channels to streamline the sales funnel.

Streamlined platform integrations

Generate leads through integrated buyer/seller websites and third-party tools to enhance your reach.

Simplified contract management

Accelerate the contract lifecycle with automated reminders, approval workflows, and eSignatures for faster deal closures.

Unified asset management

Simplify property management by consolidating all assets, documents, and communications in one organized platform.

Optimized case management

Equip agents with resources to assist clients on any channel, automating inquiries for faster support and resolution.

Self-service portal

Resolve customer issues faster with a streamlined service ticketing system, which improves satisfaction and retention.

Improved property inspection

Schedule routine property inspections and handle repairs using the field service app.

Efficient supply management

Track maintenance supplies and spare parts with an automated inventory system, reducing manual effort.

Reporting and analytics

Track real-time sales performance, including conversion rates and revenue, to provide insights for decision-making.

Segments We Serve

Property ManagementProperty Management
Commercial ManagementCommercial Management
Tenant ManagementTenant Management
LeasingLeasing
Residential Real EstateResidential Real Estate
Facility ManagementFacility Management
Rental ManagementRental Management
Real Estate DevelopersReal Estate Developers
Sustainable Real EstateSustainable Real Estate
Commercial Real EstateCommercial Real Estate

Modernizing Real Estate: A Salesforce Success Story

We helped a Qatar-based real estate developer elevate their sales and service operations with our expertise in the real estate industry. The results speak for themselves:

3X

Enhancement in lead conversion rates

88%

Reduction in onboarding time

90%

Improvement in first response time

LevelShift: Your Go-To Salesforce Expert

Unlock the full potential of Salesforce for your real estate business with our end-to-end services.

Salesforce Product Selection

We carefully curate features from various Salesforce Clouds to build a real estate platform customized to your requirements.

Salesforce Implementation

Our Salesforce implementation services drive sales growth and streamline the deal-closing process.

Salesforce Integration

We assist your real estate business by integrating Salesforce with accounting software for seamless payment tracking and automating contract signing processes using digital signature applications.

Salesforce Customization

We provide advanced Salesforce customizations for real estate, aligning the CRM with your workflows and processes.

Salesforce Support

Our expert team helps maximize Salesforce’s potential for your real estate business, providing hands-on staff training.

Salesforce Managed Services

We manage all your Salesforce administration and support needs.

Why LevelShift

Not every Salesforce partner like LevelShift understands the unique challenges of real estate. With our extensive industry knowledge and Salesforce expertise, we help you manage every aspect of your business, from the initial inquiry of a potential lead to the moment they realize the total value of your property.

Deep Real Estate Proficiency Icon

Deep real estate proficiency

LevelShift is a trusted Salesforce consulting partner with extensive real estate expertise. We tailor solutions to address your challenges and drive measurable outcomes.

Salesforce Landscape Icon

Salesforce landscape for real estate

Transform your real estate ventures with our Salesforce solutions to enhance lead conversion and improve customer experience.

Proven Track Record Icon

Proven track record

We have helped numerous real estate businesses grow their sales pipelines, streamline operations, and achieve better results through a customer-focused approach.

Our Perspectives

Get in Touch

Contact LevelShift today to learn how our Salesforce expertise can innovate your real estate business.