Salesforce for Real Estate
Salesforce for brokerages, multi-agent teams, and real estate investment firms. Listing-to-close lifecycle, agent split tracking, and the discipline of an enterprise CRM.
What our Salesforce work delivers for Real Estate teams.
Methodology that ships.
Two-week sprints, senior team always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, and what's blocking growth. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & migrate
Senior team builds in 2-week sprints with weekly demos. Validated, tested, signed off.
- Step 0404
Train & hand off
Documentation, runbooks, and 30 days of post-launch support included.
Built on real engagements.
Inside our Salesforce for Real Estate engagements.
Listing and transaction objects
Properties, listings, transactions, and closings as native objects.
Agent split and commission tracking
Splits, overrides, team hierarchies. Commission disbursement workflows automated.
Buyer and seller pipelines
Separate funnels with the right stages, criteria, and conversion reporting.
MLS and listing portal integration
Two-way sync with MLS feeds and portals. Listing data lives in Salesforce.
Marketing Cloud for nurture
Long-cycle nurture journeys for buyers and sellers, plus past-client retention.
Reporting for principals and brokers
Production, GCI, agent leaderboards, and pipeline forecast trusted by leadership.
A few of the brands we've delivered for.
“Senior team, sprint cadence, fixed fees. The same expert who scoped our project led delivery. I never got handed off. That alone is worth the premium.”
Salesforce for Real Estate, answered.
How long does this take?
Most engagements run 6 to 12 weeks for the build phase, then transition to optional ongoing operations.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A senior project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
