YOUR TRUSTED CONSULTANTS FOR
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.
CUSTOMER STORY:
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."
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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.
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Strategy & Advisory
Design a roadmap to the future state of your business.
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Zero To Cloud
Fixed fee implementations for net-new implementations.
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Implementation
Build a blueprint and execute according to plan.
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Managed Services
This isn't managed services as usual. Build your long-term roadmap and execute with us.