More than a CRM, Salesforce is your central real estate system
We help commercial real estate companies and housing associations use Salesforce as an AI-driven platform to work more efficiently and customer-oriented, streamlining end-to-end processes.
Consult with an expert
Don’t waste time on loose and inflexible tools that support your real estate processes.
Managing real estate involves increasingly complex challenges: growing portfolio complexity, sustainability, regulation, and evolving expectations from clients/tenants place ever higher demands on organisations. Existing, often standalone systems do not provide the flexibility and innovation required to address these challenges. In practice, this regularly results in the use of email inboxes and Excel sheets, insights being difficult or impossible to obtain, and data-driven collaboration between real estate, maintenance, and tenant management being hard to realise.
But it doesn’t have to be this way. This is exactly where Salesforce and our expertise make the difference.
Salesforce is your central real estate and tenant system that enables automation and innovation.
Whether you are considering using Salesforce or have already begun your Salesforce journey, we are here for you. Today, Salesforce goes far beyond just CRM. It provides an integrated platform to make your tenant and real estate processes more efficient through automation and AI.
We solve the following for real estate organisations and housing associations:
- Bring tenant and real estate processes together on one platform and create a central source of accurate data.
- Streamline tenant and billing processes, including screening, matching, contracts, billing, indexation, and renewals through automation and AI.
- Streamline management and development processes, including planned and ad-hoc maintenance, work orders, procurement invoicing, projects, budgeting, and delivery through automation.
- Simplify management of relationships with tenants and partners (regulators, investors, suppliers, etc.)
- Provide easy and flexible insights and reporting (tenant interactions, regulation, portfolio management and sustainability, etc.) without leaving the platform.
- Ensure smooth financial settlement with correct cost allocation.
Your central real estate and tenant system built on Salesforce
Discover Salesforce for the real estate sector. A single platform that can start small but grows with your organisation.
Tenants
Billing
Portfolio management
Development
Financial settlement
Customers
Our key features for real estate.
Tenants: from selection to handover
A good start is half the battle. By screening tenants in advance, smartly matching them to the right property, and handling contracts digitally, you save time and avoid mistakes. Whether it concerns a private or business tenant. A smooth process ensures satisfaction and reduces vacancy.
Billing: error-free and on time
Sending invoices, indexing rents, and automatically setting up everything again upon renewal: it sounds simple, but in practice it involves much. By automating this process, you avoid delays, disputes, and errors. You maintain control over your process while ensuring tenants know where they stand.
Portfolio management: maintenance without detours
From leaks to lift renovation. Effective management means quick action. Ad-hoc reports are immediately turned into work orders and forwarded to in-house teams or suppliers. Procurement invoices are automatically linked to the correct tasks. This keeps your real estate in top condition while maintaining oversight of costs and scheduling.
Development: control over projects and budgets
Renovation and new-build projects require tight management. Whether it’s budgeting a plan or tracking delivery, you want to know where you stand at every stage. Digitalising this process gives you control over progress, costs, and deadlines, without endless spreadsheets.
Financial settlement: balanced and auditable
All processes come together in billing. Through integrations with accounting software and automatic assignment of costs to the correct ledger accounts, your accounting is always up-to-date and your reporting accurate. This prevents audit disputes and maintains financial control over your portfolio.
The BRITE Method
business case as a starting point
We help you clarify the ‘why’ behind the project. With a powerful one-pager summarizing the business case and expected results based on your own figures. This helps you build internal support and get decision-makers aligned.
Roadmap through good design
Projects often move into execution without a clear understanding of what customers and employees really need. Using customer journeys and process visualisations, we define the right direction and build a solid roadmap. That’s how we make real impact.
Intuitive and simple testing
Testing often feels like extra work on top of busy day-to-day operations. Slow, unclear, and frustrating. We handle most of the testing ourselves, and what’s left for your team is made simple. Issues can be logged directly from the browser.
Training that sticks and lasts
After a classroom session, knowledge often fades and key users are overwhelmed by follow-up questions. That’s why, in addition to live training, we provide short task-based video tutorials on request. Your team can always revisit how things are done, anytime they need.
Efficient with industry knowledge
Many projects that start from scratch are time-consuming, costly, and often unnecessary. We use proven blueprints and industry-specific knowledge tailored to your sector. This speeds up the project and still leaves room for customization where it counts.
Salesforce experts for real estate
Ready to get to know Salesforce as your central real estate system?
Take the first step towards a modern, integrated cloud platform for your real estate and your tenants. Contact BRITE and discover how we help real estate organisations get more out of Salesforce. Together, we create the solution that moves your organisation forward.
