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Salesforce Select Partner · 20+ enterprise implementations · US and Australia

Salesforce for real estate for every lead, listing and tenant request.

We set up Salesforce for brokerages, developers and property managers: lead capture and routing, listings and deals, tenant and maintenance cases, and portals for buyers, tenants, owners and brokers.

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  • 20+Enterprise implementations
  • 15+Years of team experience
  • 30+Salesforce certifications
  • 5.0/5Client satisfaction (CSAT)

Proven Success With

30+ Salesforce certifications · 5.0/5 CSAT

  • Salesforce Select Partner
  • OpenAI Select Partner
  • ISO/IEC 27001 certified
  • ISO 9001:2015 certified
  • Salesforce Talent Alliance employer
  • Monday.com Certified Partner
  • Google Cloud Partner
  • Anthropic Partner
  • OpenAI Partner Network Technical Practitioner

New to Salesforce for real estate?

What is Salesforce for real estate?

Salesforce has no separate real estate cloud. Real estate firms build on Sales Cloud, Service Cloud and Experience Cloud.

Sales Cloud runs leads, listings and deals. Service Cloud runs tenant requests and maintenance. Experience Cloud gives buyers, tenants, owners and brokers their own portals.

Agentforce agents can qualify inquiries, book inspections and log maintenance requests at any hour.

Where you are starting from

Which real estate business is Salesforce being set up for?

What kind of real estate business are you?

  1. Path 01A brokerage or agency

    Brokerages and agencies

    Agents work leads from portals, signs, referrals and open houses.

    • Lead capture from every source
    • Routing by listing, area or team
    • Pipeline from appraisal to closing
  2. Path 02A developer

    Developers

    You sell or lease a project before or during construction, with a sales team and channel partners.

    • Project and unit inventory
    • Reservations and contracts tracked
    • Portal for brokers and channel partners
  3. Path 03A property manager

    Property managers

    You look after tenants, owners and contractors across a portfolio.

    • Tenant and maintenance cases
    • Contractor work orders
    • Owner and tenant portals

One Salesforce setup on Sales Cloud, Service Cloud and Experience Cloud, shaped to how you work

What we build

What can Salesforce do for a real estate business?

Three areas of work. Most firms start with sales or property management and add the rest.

Salesforce for real estate

Sales and leasing

  • Lead capture and routing

    Every inquiry captured with its source and routed.

  • Listings and properties

    One record per property, with its full history.

  • Pipeline and offers

    Appraisal to closing, or application to lease.

Property management

  • Maintenance cases

    Tenant requests triaged and tracked.

  • Contractor work orders

    Jobs sent, quoted, approved and closed.

  • Lease renewals

    Reminders and offers before leases end.

Portals, data and AI

  • Portals

    Buyer, tenant, owner and broker portals.

  • Marketing journeys

    Listing alerts and nurture, with consent.

  • AI agents

    Lead qualifying, inspection booking and repairs.

Lead capture and routing

How does Salesforce route real estate leads?

Every inquiry follows the same route, so none waits in an inbox and every lead keeps its source.

  1. 01

    Captured

    Every source lands in one queue.

    • Property portal inquiries
    • Website forms
    • Open house sign-ins
    • Calls and texts
  2. 02

    Qualified

    Needs checked first.

    • Buyer, seller, tenant or investor
    • Price range and area
    • Finance status
  3. 03

    Routed

    Sent to the right person.

    • By listing, area or team
    • Round robin within a team
    • Reassigned if not contacted in the time you set
  4. 04

    Booked

    A visit in the calendar.

    • Inspection or showing booked
    • Confirmation by SMS
    • Reminder before the visit
  5. 05

    Converted

    The outcome recorded.

    • Offer or application
    • Listing agreement
    • Source credited

Listings and data

How do listings and inquiries fit together in Salesforce?

Each source maps to one kind of Salesforce record, and everything links back to the property.

Where it comes from

  • Property portal inquiry
  • Website form
  • Open house sign-in
  • Listing feed
  • Offer or lease application
  • Tenant repair request

Salesforce record

  • Lead
  • Contact
  • Property
  • Opportunity
  • Case
  • One property record

    Listings, viewings, offers and cases all link to the same property, a custom object we design with you.

  • Source kept

    Every lead keeps its source, so you can see which portal or campaign brought it.

  • Matched to existing contacts

    Returning buyers and tenants match their existing contact instead of creating a new one.

Tenant and maintenance cases

How are tenant maintenance requests handled in Salesforce?

Four steps and one decision. Tenants and owners see progress in their portal instead of calling for updates.

  1. Tenant reports

    Through the portal, email, phone or an AI agent.

  2. Triage

    Category and urgency set, photos attached.

  3. Work order

    Created and sent to the right contractor.

  4. Updates

    Tenant and owner see the status in the portal.

  5. How urgent is it?
  • Emergency

    Contractor dispatched and the property manager alerted straight away.

  • Routine

    Booked with the tenant at a time that suits.

  • Owner approval

    Quote sent to the owner before work starts.

Data and compliance

How do you handle consent, fair housing and privacy in Salesforce?

We configure Salesforce to support the rules you work under. Your own advisers confirm what applies to you.

Consent and contact rules

  • Consent recorded per contact and channel
  • TCPA and the National Do Not Call Registry in the United States
  • Spam Act 2003 and the Do Not Call Register in Australia
  • Unsubscribes honored on every channel

Fair and consistent treatment

  • Fair housing rules kept in mind for listings and ads in the United States
  • Routing based on listing, area and workload
  • Tenant and applicant decisions recorded with reasons

Privacy and records

  • Australian Privacy Act 1988 where it applies to you
  • Tenant and applicant documents with restricted access
  • Trust accounting kept in your trust accounting software
  • Retention rules for old inquiries

How it runs

How does a Salesforce rollout run for a real estate firm?

Six steps from first workshop to go-live. The written proposal states the milestones and dates.

  1. Discover
    • Lead sources and systems listed
    • Workflows mapped with agents and managers
  2. Design
    • Property data model
    • Routing rules agreed
  3. Build
    • Sales Cloud and Service Cloud configured
    • Portals on Experience Cloud
  4. Migrate
    • Contacts and listings cleaned and loaded
    • Portal feeds connected
  5. Train
    • Agents and property managers trained
    • Salesforce mobile app set up
  6. Go live
    • Cutover from the old system
    • Support through the first weeks

Cost and timing

What it costs and how long it takes

The review is free

A 60-minute architecture review of your real estate Salesforce setup, with a written plan you keep.

A fixed-scope proposal first

Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.

Timing follows scope

How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.

See plans and pricing

Client reviews

What clients say about working with our architects

See how teams describe working with SynconAI, from first scope to production delivery.

5.0 out of 5 · 5 client reviews

 Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide

Simply Outstanding

“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”

Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States

“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”

Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified

“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”

Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified

“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”

Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified

“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”

SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified

Frequently asked questions

Salesforce for real estate, answered.

Straight answers about leads, listings, maintenance, portals, consent and AI agents.

Salesforce set up for brokerages, developers and property managers on Sales Cloud, Service Cloud and Experience Cloud: lead capture and routing, listings, deals, maintenance cases, portals and AI agents.

No. There is no separate real estate cloud. We configure Sales Cloud, Service Cloud and Experience Cloud, with a property data model designed for your business.

Yes. Inquiries from portals, your website and open houses are captured as leads with their source, matched to existing contacts and routed to the right agent.

Yes. Tenants report issues through a portal, email or an AI agent. Each request becomes a case with photos, urgency and a work order for the contractor.

Usually not. Rent, ledgers and trust accounting stay in your property management software. We connect it to Salesforce so staff see relationships and activity in one place.

Consent is recorded per contact and channel and checked before every send, to support rules such as the TCPA in the United States and the Spam Act in Australia.

Our AI agents catalog includes a lead qualifier and inspection booker for agencies and a maintenance request agent for property managers, both built on Agentforce.

Yes. We clean and map contacts, properties and history, load them into Salesforce and run both systems side by side until cutover.

Salesforce, Sales Cloud, Service Cloud, Experience Cloud and Agentforce are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc. Nothing on this page is legal advice.

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