Salesforce for real estate
Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud configured around the way real estate operators actually sell. Custom object models for properties, listings, projects, units, and channel partners. Lightning components, Apex automation, and Flow workflows built for brokerages, developers, investment platforms, and enterprise-scale operators managing complex, multi-stage pipelines.
100+ operators · 14 countries · Salesforce partner
Certified Salesforce partner
Real estate object models
Zero data-loss migrations
What does this service do?
Salesforce for real estate covers the configuration, customisation, integration, and ongoing management of Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud for property businesses. Noseberry Digitals implements Salesforce with real estate-specific object models, automation, and integrations for brokerages, developers, coliving operators, property managers, and investment platforms. Engagements include custom Lightning components, Apex and Flow automation, MLS/IDX integration, WhatsApp Business API, and portal builds for channel partners and investors.
Trusted by 50+ operators, PropTech companies & digital-first brands
Harrington Housing
Hive Coliv
Edge Living
CDA Coliving
Fllat
Volley
TheVibes
CasaPay
JumboTiger
Everything Coliving
Bookmycoliving
Bhutani
Gulshan- Harrington Housing
- Hive Coliv
- Edge Living
- CDA Coliving
- Fllat
- Volley
- TheVibes
- CasaPay
- JumboTiger
- Everything Coliving
- Bookmycoliving
- Bhutani
- Gulshan
CRC
M3M
Godrej
Omaxe
Sikka
Lodha
Mahagun
Prestige
Sawasdee- CRC
- M3M
- Godrej
- Omaxe
- Sikka
- Lodha
- Mahagun
- Prestige
- Sawasdee
Six Salesforce capabilities for real estate.
Sales Cloud for real estate pipelines
Custom stages, lead routing, opportunity management, forecasting, and commission tracking configured around property sales cycles. Objects for properties, units, projects, and channel partners replace generic account and contact models.
Service Cloud for tenant and owner support
Case management, SLA tracking, knowledge base, and omnichannel support configured for property managers and operators handling tenant inquiries, maintenance requests, and owner communications.
Marketing Cloud for lead nurture
Journey Builder campaigns, email automation, SMS, and audience segmentation tied to property launches, open houses, and tenant lifecycle events. Connected to digital marketing campaigns for end-to-end attribution.
Experience Cloud portals
Channel-partner portals for developers managing broker networks. Investor portals for funds sharing deal documents and distribution reports. Tenant portals for self-service account management. All built on Experience Cloud with role-based access.
Custom Lightning components
Bespoke UI components for inventory grids, unit availability maps, commission calculators, and deal-stage visualisations. Built in LWC (Lightning Web Components) for performance and maintainability.
Apex and Flow automation
Complex business logic, approval workflows, lead scoring models, and multi-step processes automated through Apex triggers and Flow Builder. Replaces manual handoffs and spreadsheet-based processes.
Salesforce fits these real estate operations.
- 01
Enterprise-scale brokerages
Managing 100+ agents across multiple offices with complex commission structures and reporting requirements.
- 02
Real estate developers
Running multi-project pipelines with channel-partner networks, inventory CRMs, and project-level reporting.
- 03
Investment platforms and funds
Requiring investor relationship management, KYC tracking, deal rooms, and compliance-aware workflows.
- 04
Multi-region operators
Needing a CRM that handles multiple currencies, languages, and regional compliance requirements from a single instance.
- 05
Existing Salesforce users
Operators already on Salesforce who need reconfiguration, new automation, additional integrations, or a real estate-specific object model built on top of their existing instance.
- 06
Teams outgrowing HubSpot or Zoho
Where pipeline complexity, customisation depth, or reporting requirements have exceeded what lighter platforms can deliver.
Not sure if Salesforce is the right fit? and the team will identify exactly where to start.
Built for real estate operators on Salesforce.
Brokerages
Complex commission structures, multi-office pipelines, and 100+ agent teams.
Real estate developers
Managing project launches, channel-partner networks, and inventory across multiple active developments.
Investment platforms
Requiring SOC2-aware CRM architecture for investor relationship management and capital-call workflows.
Coliving and BTR operators
Scaling tenant lifecycle management across 50+ properties and multiple cities.
Property management firms
Running owner acquisition, tenant support, and vendor management from a single Salesforce instance.
PropTech companies
At Series A and beyond needing enterprise CRM architecture as the go-to-market foundation.
Everything included in your Salesforce engagement.
Real estate object model with properties, units, projects, listings, and channel partners.
Pipeline configuration with custom stages, lead routing, assignment rules, and forecasting.
Lightning components for inventory views, commission calculators, and deal visualisations.
Apex and Flow automation for lead scoring, approval workflows, and multi-step processes.
Experience Cloud portals for channel partners, investors, or tenants.
Integration with website forms, MLS/IDX, WhatsApp, dialer, DocuSign, Stripe, and accounting systems.
Migration from any existing CRM with zero data loss.
Training and 30-day adoption programme with role-specific sessions and daily usage monitoring.
Six to sixteen weeks. Structured and transparent.
- Phase 01
Discovery (weeks 1 to 2)
Pipeline audit, object model design, and integration mapping.
- Phase 02
Configuration (weeks 3 to 6)
Sandbox build with custom objects, automation, dashboards, and Lightning components.
- Phase 03
Integration (weeks 5 to 8, parallel)
Website, marketing, dialer, WhatsApp, accounting, and PMS connections.
- Phase 04
Migration (weeks 7 to 9)
Data extraction, mapping, validation, and cutover.
- Phase 05
Training and launch (week 10)
Role-specific training and adoption playbook delivery.
- Phase 06
Operate (ongoing)
Quarterly health checks, admin support, and feature roadmap execution.
Often shipped together
Frequently asked questions
Is Salesforce too expensive for a mid-size real estate operation?
Salesforce pricing scales with users and features. For mid-size teams (20 to 50 users), the total cost of ownership is evaluated against HubSpot and Zoho during discovery. Salesforce is recommended only when the pipeline complexity and customisation requirements justify the investment.
Can you work on our existing Salesforce instance?
Yes. Engagements can cover a new implementation, a reconfiguration of an existing instance, or targeted additions like new automation, integrations, or Lightning components.
Do you build custom Lightning components?
Yes. Inventory grids, unit availability maps, commission calculators, and deal-stage visualisations built in LWC for performance and maintainability.
How do you handle Salesforce integration with WhatsApp?
WhatsApp Business API integration via Twilio or Gupshup connects lead capture, conversation logging, and click-to-WhatsApp from any Salesforce record.
Ready to make Salesforce work for real estate?
Share your current Salesforce situation, team size, and pipeline structure. The team comes back with a scoped proposal within five business days.
No slides. No sales pitch. Just a focused strategy call.
Salesforce for real estate · Reply within 24 hours