top of page
Anchor 1
miscelaneas horizontales_Mesa de trabajo 1.png

Salesforce for Real Estate

Empower your investors with a Salesforce-based portal to provide them with a comprehensive view of their investment performance.

A beautiful picture of a balcony
miscelaneas horizontales-03.png

Tracking Real Estate Investment Performance

Through Salesforce, we have implemented integrations and systems that enable us to monitor the income and expenses of every investment portfolio. We can accurately inform every investor of their cap rate and internal rate of return for each portfolio, year, and property.

Investor’s Web Portal

By utilizing Salesforce Experience Cloud, investors can log in to their own portal to track data on their investments and properties, including expenses, income, transactions, and owner draws. This transparency and self-service approach significantly benefits the customers.

Being based in the Miami area has given us the opportunity to collaborate with real estate companies. We are thrilled to have been involved in this sector, as it has allowed us to deliver significant value to our clients and their investors. Here's what we have accomplished for them:

Resma Logo

Working with Resma has been a rewarding experience, as we have witnessed the satisfaction of their investors. Implementing Salesforce represented a significant advancement for them, leading to a notable increase in customer satisfaction.

miscelaneas horizontales_Mesa de trabajo 1.png

We are a pool of Salesforce Consultants, Developers and Business Analysts
ready to help you

Our Specialties:

Inforge Team Working all together on a Peru's Meeting Room
fondo 5_Mesa de trabajo 1.png

Get in touch

bottom of page