Salesforce for Real Estate

Whether you're a commercial real estate brokerage looking to track client relationships, a residential brokerage tracking deals, buyers, and sellers, or a real estate management or REIT looking to manage rent rolls, maintenance requests, and the like; look no further than Plative. 

Find out what makes Plative one of the top Salesforce partners globally. Get in touch with us today to see how we can help you build your real estate CRM.

Book a consultation today:

Your Dedicated Partners for Real Estate CRM

Plative is a full-service Salesforce Summit-tier partner that takes an industry-first approach to solving some of the most complex challenges for Foundations - whether its for constituent data, fundraising processes, engagement marketing, or real-time reports to drive decisions, we've got you covered.

Our certified Salesforce Nonprofit and Marketing Cloud consultants provide a full range of services for any step in your technology journey including discovery and design, re-platforming from an incumbent automation solution, or optimizing an existing Salesforce instance. 

We don't stop there. Once your system is running smoothly and delivering amazing personalized experiences for your constituents, we can advise across the rest of your Salesforce technology from lead, to quote, to cash, to general ledger (Yes, we're also a top-5 Oracle NetSuite ERP partner!)


Real Estate CRM Outcomes

Adopt a Firm-wide Single Source of Truth

Clients expect firms to deliver connected experiences across all communication channels and touch-points.

Attract and Retain Profitable Clients

Use digital channels to reach new prospective clients and provide an integrated journey for them across channels.

Improve collaboration and automation

Bring together siloed teams and automate time consuming backend office tasks to ensure your team stays focused.

Grow Client Loyalty and Earn Referrals

Improve your client retention with powerful real-time data and insights ensuring consistent, first class service.


Helping Gemdale USA Win In a Volatile Market

Economic uncertainty is keeping the real estate industry up at night. Gemdale USA is doubling down with Salesforce to stay nimble and come out on top. We sat down with Josh Goldman, Managing Director of Development, to understand how his firm is embracing a digital future.

"Plative took a great approach. They made sure we had a wide selection of professionals in different disciplines through our process."
Josh Goldman

Josh Goldman
Managing Director, Development

Our Real Estate Insights


Real Estate Data Intelligence

By integrating data feeds like Reonomy mortgage data, MLS listings, and more; you can unlock a whole new level of productivity in Salesforce.


How RE Firms Leverage Salesforce

Salesforce doesn't have an out-of-box RE package. That's why Plative has our own IP and thought leadership to help you build your firm's next competitive advantage.


Loan Origination

For mortgage bankers or RE lenders, loan origination can be a large undertaking. Plative helps make it much easier. 

Marketing, CRM, and ERP Under One Roof


Salesforce Services

With over 600 Salesforce certifications under our belt, Summit (the highest) tier partner status, 2,000+ go-lives, and a 5-star AppExchange review, we're no strangers to Salesforce. 


Oracle NetSuite Services

As a top-10 Oracle NetSuite Alliance Partner in North America, we are well-equipped to help make NetSuite the backbone of your business. With over 1,000 go-lives under our belt, we have the know-how to do it. 

Inspire (2)

Strategy & Advisory

Design a roadmap to the future state of your business.

Launch (2)

Zero To Cloud

Fixed fee implementations for net-new implementations.

Transform (1)


Build a blueprint and execute according to plan.

Innovate (1)

Managed Services

This isn't managed services as usual. Build your long-term roadmap and execute with us.