Real Estate

Salesforce for Real Estate Firms

Whether you're in residential sales, commercial property, or property management, we help real estate firms manage properties, convert leads, and deliver exceptional experiences to buyers, sellers, and tenants.

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Common Challenges in Real Estate

We understand the fast-paced and competitive nature of the real estate industry

Lead Management

Difficulty tracking prospects across multiple properties, viewings, and communication channels leading to lost opportunities

Property Information

Fragmented property data across spreadsheets, portals, and systems creating inefficiencies and errors

Client Communication

Manual follow-ups and communication leading to delayed responses and inconsistent client experiences

Marketing Effectiveness

Limited insight into which marketing channels drive quality leads and conversions

Transaction Management

Complex sales processes with multiple stakeholders making it difficult to track progress and deadlines

Agent Collaboration

Poor visibility into team activities, property assignments, and commission tracking causing conflicts

How Appdraft Helps Real Estate Firms

Tailored Salesforce solutions designed for the unique needs of real estate businesses

Property Management

Create custom objects for properties with rich details, photos, documents, and automated updates from property portals.

Lead Tracking & Nurturing

Capture leads from websites, portals, and referrals, then nurture them with automated follow-ups and personalized communication.

Viewing & Offer Management

Schedule viewings, track feedback, manage offers, and coordinate the entire transaction process in one place.

Marketing Automation

Send targeted property alerts, market reports, and personalized content based on client preferences and behavior.

Client Portal

Provide clients with secure access to their property searches, viewing history, and transaction status through Experience Cloud.

Analytics & Reporting

Track key metrics like conversion rates, time on market, agent performance, and marketing ROI with custom dashboards.

Key Benefits for Real Estate

Our real estate clients see measurable improvements in lead conversion and operational efficiency

Increase lead conversion rates by 40% with better follow-up and nurturing
Reduce time spent on administrative tasks through automation
Improve client satisfaction with timely communication and transparency
Gain visibility into property inventory and market trends
Optimize marketing spend by tracking campaign performance
Enhance team collaboration with shared property and client information

Case Study

A residential property agency implemented Salesforce with Appdraft and achieved:

42%

Increase in lead conversion rate

50%

Reduction in admin time

65%

Faster response to new enquiries