Salesforce Consulting and Implementation
What We Do
01
Unify
Property-centric architecture from day one.
Custom property and listing objects
Track property details, media, pricing history, and status changes as structured, searchable records, not attachments in an email thread.
Lease and renewal management
Model lease terms, renewal dates, and rent schedules directly in your system, with automated alerts before renewals or options lapse.
Commission and deal-structure tracking
Handle split commissions, referral fees, and multi-party deal structures accurately, without manual spreadsheet reconciliation.
Perzonalize
Bring all stakeholders and systems into a single view.
MLS and portal integration
Sync listing data automatically with MLS feeds and major property portals, so listings stay current everywhere without duplicate data entry.
Client and tenant portals
Give buyers, tenants, and investors self-service access to documents, statements, and maintenance requests, reducing routine calls to your team.
Document and e-signature integration
Connect contract generation and e-signature tools directly to the deal record, so paperwork moves at the same pace as the negotiation.
Scale
Support relationships that span years, not weeks.
Long-cycle nurture automation
Automate follow-up for buyers and investors who may only transact every five to ten years, so relationships stay warm without manual reminders.
Portfolio and multi-property reporting
Give property managers and asset owners real-time visibility into occupancy, financials, and maintenance across an entire portfolio.
Managed services and support
Ongoing administration and enhancement so the platform evolves as your portfolio, brokerage, or fund grows.
Platform Capabilities for Manufacturing
02
Salesforce, Odoo, or both, matched to how you actually operate
Where Salesforce leads
Deal and pipeline management, tenant and buyer portals, long-cycle nurture journeys, and predictive lead scoring, through Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, and Agentforce.
Where Odoo leads
Property and asset accounting, multi-entity financial consolidation, and maintenance or facilities workflows for property managers running larger portfolios.
Where both connect
A Salesforce-led broker and tenant relationship layer integrated with an Odoo-led financial and asset management backbone, so deal activity and portfolio accounting stay in sync.
IN NUMBERS
03
A manufacturing-fluent Odoo partner, not a generalist
Certified consultants
With over 35% carrying more than 9 years of hands-on experience
Clients
Across 25+ countries, with over 90% referenceable
Projects
completed across Salesforce, Odoo, and the full enterprise technology stack
FAQ
04
Questions real estate firms ask before choosing a platform
Do we need Salesforce, Odoo, or both for a real estate business like ours?
Our agents currently track listings in spreadsheets. How hard is it to move to a real system?
Can the system handle complex commission splits and referral structures?
Do you integrate with the MLS and property portals we already list on?
We manage a large property portfolio for investors. Can we get portfolio-level reporting?
Start with a free audit. A certified consultant reviews your current setup or the workarounds you have built without one, and gives you a clear picture of what is working, what is fragmented, and where the fastest wins are.
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