Real Estate · Brokerages, Developers, Property Managers

AI-Native Salesforce for Real Estate

Salesforce and Agentforce for brokerages, property developers, and property managers: listings, bookings, and work orders on one system. No AI agent ships until it is scoped to pay for itself.

See Who We Serve
Salesforce AppExchange Partner5.0 AppExchange rating30+ certifications across 7 certified professionalsAscendixRE, REthink, and Propertybase delivery experience

What Is an AI-Native Salesforce Partner for Real Estate?

An AI-native partner designs the Salesforce org and the AI agents together instead of retrofitting AI onto an old implementation. For real estate, that means listings, bookings, and work orders modeled as first-class Salesforce data, so agents like 24/7 lead qualification can act on it reliably. Phenoble delivers this for brokerages, property developers, and property managers.

US Commercial Real Estate

Salesforce for CRE Brokerages

Phenoble implements Salesforce for mid-market CRE brokerages, 20 to 500 agents, that need deals and listings on one system instead of spreadsheets and inbox threads. We have delivered on the real estate ISV stack, AscendixRE, REthink, and Propertybase, not just core Sales Cloud.

Deal and Listing Pipeline

Listings, deals, and comps as first-class Salesforce objects with stage gates your brokers actually follow. Built on AscendixRE, REthink, or Propertybase where a managed package fits, custom objects where it does not.

Commission Tracking and GCI

Commission splits, GCI reporting, and agent production dashboards inside Salesforce, so the back office stops reconciling spreadsheets at month end.

Back-Office Integrations

MLS and RESO-standard listing data, accounting, and e-signature connected to the org, so a closed deal is entered once, not three times in three systems.

TCPA-Aware Outreach

Campaigns and dialer integrations configured with consent tracking, so prospecting scales without compliance exposure.

Property Developers

Lead-to-Booking for Property Developers

For property developers, Phenoble builds one funnel from portal lead to booked unit to handover, with channel partners managed and attributed instead of leaking inventory.

Lead-to-Booking Funnel

Portal, walk-in, and channel partner leads scored and routed in minutes, with every unit hold, booking, and cancellation tracked back to its source.

Inventory and Unit Management

Towers, floors, and units modeled in Salesforce with live availability, pricing, and hold expiry. No more double-booked units at launch.

Channel Partner Management

Partner registration, lead attribution, and payout tracking on one system, so channel disputes stop consuming your sales leadership.

WhatsApp Integration

WhatsApp as a first-class channel for site visit scheduling, document collection, and post-sales updates, connected to the Salesforce record.

RERA-Compliant Reporting (India)

Project and receivables reporting aligned to RERA disclosure requirements, generated from live CRM data instead of quarter-end scrambles.

Escrow and DLD Context (Dubai)

Booking and payment milestone tracking structured around Dubai escrow account rules and DLD registration steps, so finance and CRM finally agree.

Property Management

Service Operations for Property Managers

Phenoble puts work orders, tenant requests, and renewals on Service Cloud, with Agentforce service agents handling the routine volume your team should not.

Case and Work-Order Flows

Tenant requests become cases with SLAs, vendor dispatch, and cost tracking, from first report to closed work order.

Lead-to-Lease Pipeline

Inquiry to application to signed lease on one pipeline, with owner and unit context attached at every step.

Tenant Experience

Self-service portals and proactive status updates, so tenants stop calling to ask what happened to yesterday's ticket.

Agentforce Tenant Service Agents

A tenant service agent that resolves routine requests 24/7, logs work orders, and hands complex cases to your team with full context. Scoped to defined resolution metrics before it ships.

How We Work

Productized Offers, Priced to Scope

We do not sell hours. We return them: fixed scope where it works, retainers where you need continuity, senior-led always.

Real Estate AI Audit

A free working session on your pipeline, data readiness, and where an AI agent pays for itself first. You leave with a scoped pilot plan whether or not you hire us.

Free

Real Estate Salesforce Quickstart

Fixed-scope Sales Cloud or Service Cloud implementation for one real estate team: core objects, pipeline, reporting, and training.

From $8,000

Managed Services Retainers

Bronze, Silver, and Gold retainers for admin, development, and release management, with senior-led delivery and defined response times.

Bronze $1,800 · Silver $3,500 · Gold $6,500 per month

Custom Development

Apex, Lightning Web Components, and integrations for PropTech products and complex org requirements. Estimated per scope, senior-led.

Scoped per project

Need a working agent this week? Our 7 Day Agentforce sprint starts at $1,000.

AI That Has to Pay for Itself

The next decade of real estate belongs to firms whose systems act, not just record. Most AI projects still miss their ROI targets, so ours are scoped differently: data first, fixed pilots, and a metric we commit to before we build.

01

Data Readiness Check

We audit your listing, lead, and transaction data before any AI work. If the data will not support an agent yet, we tell you and fix that first.

02

Fixed-Scope Pilot

One agent, one workflow, a defined resolution metric, and a fixed price. No open-ended AI programs.

03

Senior-Led Build

Objects, automations, integrations, and the agent itself, built and tested against real scenarios from your pipeline.

04

Measure and Expand

We report against the metric we committed to. Expansion happens because the pilot paid for itself, not because a roadmap said so.

Coverage

Working Hours That Match Yours

Your Mornings, Live

US East mornings are live working hours for our delivery team: overlap for standups and escalations, overnight progress on the backlog.

Named Coverage Windows

Coverage windows are agreed explicitly at the start of every engagement, instead of a vague we-are-always-available.

Engineering Hub

Delivery runs from our Jaipur engineering hub: senior-led, one team, no subcontracting.

Not ready to book?

Get the Real Estate AI Readiness Guide

The 12-point checklist we run before any AI build: portal lead data, ISV stack choices, TCPA, RERA, and DLD guardrails, and pilot scoping that pays.

Download the Free Guide
Real Estate FAQ

Questions Brokerages and Developers Ask Us

Do you work with AscendixRE, REthink, or Propertybase?
Yes. Phenoble's team has hands-on delivery experience with the real estate ISV stack on Salesforce, including AscendixRE, REthink, and Propertybase, alongside core Sales Cloud, Service Cloud, CPQ, and custom Apex and LWC. We recommend a managed package when it fits your brokerage and custom objects when it does not.
What does the free Real Estate AI Audit include?
A 30-minute working session with a certified Salesforce architect covering three things: where leads leak in your current pipeline, whether your listing and transaction data is ready for AI, and which single workflow an agent should automate first. You leave with a scoped pilot plan, including a fixed price and a resolution metric, whether or not you hire Phenoble.
What does a real estate Salesforce implementation cost with Phenoble?
The Real Estate AI Audit is free. The Real Estate Salesforce Quickstart, a fixed-scope implementation for one team, starts at $8,000. Managed services retainers run $1,800 (Bronze), $3,500 (Silver), and $6,500 (Gold) per month, and the 7 Day Agentforce sprint starts at $1,000. Custom development is estimated per scope.
We are skeptical of AI ROI. How do you scope Agentforce so it pays off?
Most AI projects on Salesforce miss their ROI targets, so we scope differently: a data readiness check first, then a fixed-scope pilot with a defined resolution metric, such as the share of inquiries qualified without a human touch. If a pilot cannot be measured, we do not propose it.
Can you support US business hours from India?
Yes. US East mornings are live working hours for our delivery team, so you get real overlap for standups and escalations, plus overnight progress on the backlog.
Do you understand RERA and DLD requirements?
We build reporting aligned to RERA disclosure requirements for Indian projects and structure booking and payment tracking around Dubai escrow account rules and DLD registration steps. Your legal and finance teams remain the authority; the CRM stops being the bottleneck.
How fast can a brokerage or developer go live?
The Real Estate Salesforce Quickstart is fixed scope by design, and our 7 Day Agentforce sprint ships a working agent in a week. Exact timelines depend on data readiness, which we check before we commit to a date.

See Where Salesforce Pays Off in Your Pipeline

Book a free Real Estate AI Audit: 30 minutes on your pipeline, your data, and the first workflow worth automating.

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