Real Estate Management:
a Salesforce real estate CRM
Tenants, buyers, properties, channel partners and transactions in one Salesforce app, for property managers and developers.
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A Salesforce real estate CRM is Salesforce set up for buyers, tenants, properties and deals. Salesforce sells no real-estate-specific cloud. Real Estate Management is Techila's app built on Salesforce that adds them: tenants, properties, occupancy, revenue, channel partners, and lease or purchase transactions for residential and commercial property.
The practice
For property managers, developers and investors
Real Estate Management is for real estate businesses that run long sales and lease cycles and want tenants, buyers and partners in one system. Teams track occupancy and revenue for each property, follow transactions through to completion, and keep channel partners up to date, from a desktop, tablet or phone.
Does Salesforce have a real estate CRM?
Not as a separate product. Salesforce's real estate software page builds the solution from general products: Agentforce, Data 360, Marketing Cloud, Sales Cloud, Tableau, Net Zero Cloud and Slack. It describes agents that handle leads and schedule property tours, but names no real estate cloud. Properties, units, tenants and leases have to be modeled, either by custom build or with an app.
| Need | Standard Salesforce | Real Estate Management |
|---|---|---|
| Leads and deals | Sales Cloud | Buyers and tenants on the same records |
| Lead handling and tours | Agentforce agents, per Salesforce's page | Personalized communication with tenants, buyers and clients |
| Properties and units | Custom objects you build | Property records with occupancy and revenue |
| Leases and purchases | Custom build | Lease management and outright purchase transactions |
| Channel partners | Partner tools you configure | Partner activity tracked in real time |
| Reporting | Tableau and Salesforce reports | Reports on occupancy, property performance and operations |
Salesforce products are as listed on its real estate software page, read on 10 November 2026. For a wider project, see Salesforce for real estate.
How does Real Estate Management work?
The app runs in your Salesforce org and covers residential and commercial property. It supports both lease management and outright purchase, so one system handles a developer's sales and a property manager's tenancies.
From inquiry to occupied property in one Salesforce app
- Capture the buyer or tenantWith their communication history
- Work with channel partnersTheir activity tracked in real time
- Run the transactionLease or outright purchase
- Track tenants and occupancyFor each property
- Report on revenue and performance
Capabilities
What does Real Estate Management cover?
Each capability ships as part of the managed package and is configured to your process.
Delivery process
How do you get started?
Four steps, each ending with something you can check before the next one starts.
Proof
Recent programs.
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Discuss a similar programFAQ
Salesforce real estate CRM questions.
What property businesses ask before setting up Salesforce as their CRM.
No. Salesforce's real estate page builds the solution from Sales Cloud, Agentforce, Data 360, Marketing Cloud, Tableau, Net Zero Cloud and Slack. Property, tenant and lease records come from a custom build or an app such as Real Estate Management.
Yes. It supports lease management and outright purchase for residential and commercial properties.
Yes. You stay connected with channel partners and see their activity and property updates in real time.
Yes. It runs in Salesforce, so teams use it from desktops, laptops, tablets and phones.
Pricing is on request. It depends on your users, the setup and any integrations in scope. Book a discovery call through the contact page and we send a quote with the install plan.
Sources
Last reviewed:
- Salesforce, Real Estate CRM for better customer experiences (read 10 November 2026)
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