One property. One record.
Zero lost deals.
A Salesforce-native real estate CRM that takes a motivated-seller lead from first contact to closed acquisition, packaged disposition, and an accepted buyer offer — built on the platform you actually own, not rented from a closed investor-CRM subscription.
Deals don't die from bad leads. They die from bad handoffs.
Most wholesaling and flipping operations aren't short on leads — they're leaking deals between the cracks of their own process, or stuck maintaining a system they had to hand-build themselves. A few of the most common ways it happens:
The same seller costs you twice
Two acquisition reps cold-call the same distressed property because nothing flagged the duplicate at intake — burning ad spend and the seller's patience before you ever make an offer.
Buyer offers live in five different inboxes
Cash offers come in by text, email, and phone call. Without one place tracking amount, financing, and approval status side by side, it's easy to accept the wrong offer — or lose track of a better one.
Closed Won isn't the finish line
The moment an acquisition closes, someone has to manually spin up the disposition file, chase down photos and ARV, and figure out which buyers actually match the property — and that manual handoff is where deals stall.
DIY platforms trade one ceiling for another
General-purpose tools like Podio aren't built for real estate out of the box. Every stage, field, and automation has to be hand-built or bolted on through costly third-party add-ons — leaving you dependent on a developer for basic changes, with data scattered across a patchwork of workarounds.
Real estate challenges we solve
One pipeline, three stages.
From the first motivated-seller lead to a signed buyer contract, every record flows through a single connected Salesforce system — one you own outright.
Acquisition
Capture and qualify motivated-seller leads, block duplicate properties automatically, and convert to a deal in a single click.
Disposition
Package the deal for marketing, collect every buyer offer in one place, and auto-reject competing offers the moment one is accepted.
Property Hub
One Property__c record anchors acquisition data, disposition stages, offer history, contracts, and media — permanently.
Our Salesforce real estate CRM solutions
Beyond the acquisition-to-disposition pipeline, the same Salesforce foundation covers the rest of how a real estate business actually runs.
Lead Management
Capture leads from your website, Zillow, Realtor.com, Facebook Ads, Google Ads, and other marketing channels automatically.
Property Management
Maintain a centralized database of residential, commercial, rental, and investment properties with complete details, pricing, availability, images, and documents.
Opportunity & Deal Pipeline
Track every transaction from inquiry to closing with customizable sales stages and automated reminders.
Client & Investor Management
Manage buyers, sellers, investors, tenants, brokers, and partners in one CRM.
Automated Follow-ups
Create workflows for emails, SMS, task assignments, reminders, and notifications to ensure no lead is forgotten.
Property Matching
Automatically recommend suitable properties based on customer preferences, budget, location, and investment goals.
Document Management
Store agreements, contracts, disclosures, inspection reports, and closing documents securely within Salesforce.
Appointment & Site Visit Scheduling
Schedule property tours, meetings, inspections, and follow-ups directly from the CRM.
Marketing Automation
Nurture leads through personalized email campaigns, drip sequences, and targeted communications.
Dashboards & Analytics
Real-time insight into lead conversion rates, sales pipeline, property performance, agent productivity, revenue forecasting, and marketing ROI.
Lead capture, qualification & conversion
The acquisition team's entire day-to-day — from first outreach to a signed purchase offer — happens inside one guided workspace.
Lead creation from a guided entry point
New motivated-seller leads are created directly from the Lead Views tab — a fast, guided entry point built for the acquisition team's daily workflow.
Automatic lead enrichment
An Attom Data integration enriches every incoming lead with property details the moment it lands — no manual lookups before the acquisition team can qualify it.
Duplicate-safe lead management
Custom automation flows scan the database the instant a lead is captured, flagging and blocking duplicate properties before they waste your team's time.
Skip tracing on the lead record
A SmrtPhone integration (AirCall also supported) runs skip tracing directly on the lead — surfacing verified contact details for hard-to-reach sellers without ever leaving Salesforce.
Property walkthrough tracking
Online walkthroughs (ShowMojo, Matterport) and manual walkthrough files both live on the record, with source documents synced to Google Drive or your existing file system.
Next-step guidance, built in
A custom Lightning Web Component sits on the Acquisition Opportunity as a guardrail, surfacing the right action for every stage — like prompting seller outreach during Initial Contact.
Automated, state-specific offer generation
One click auto-generates a professional, state-specific PDF purchase offer and emails it straight to the seller — no drafting, no copy-paste.
Single-click lead conversion
One click instantly maps a qualified lead into three connected records — carrying every note, file, and logged call along with it, so history is never lost:
From Closed Won to closed deal
The moment an acquisition closes, disposition takes over automatically — no manual handoff, no re-entering data.
Auto-triggered disposition pipeline
Marking an Acquisition Opportunity 'Closed Won' automatically fires a flow that generates its corresponding Disposition Opportunity.
Deal packaging workspace
A central workspace on the Disposition Opportunity tracks marketing assets — photography links, virtual walkthroughs, After Repair Value, and target asking price.
Centralized offer portal (Offer__c)
A custom child object on the property hub aggregates every incoming cash and buyer offer — amounts, financing terms, approval status — so nothing gets lost in email.
Acceptance integration chain
Marking one offer 'Accepted' automatically rejects every competing offer and opens a contract screen that generates the legal contract through Anvil (PandaDoc or Conga also supported) — the signed file lands in Salesforce Files or Google Drive automatically.
Inventory & buy box matching
Closing an acquisition 'Closed Won' automatically flows the property into inventory. Each inventory record carries its own buy box, matching qualified buyers by zip, address, or any attribute you define — so the right buyer list shows up automatically.
Drip marketing across Leads, Contacts & Opportunities
Automated drip sequences run across every stage of the relationship, with a dedicated Reply Received automation that pulls a lead out of the drip the moment someone responds.
Buyer tools
Bulk buyer import brings your existing cash-buyer list straight into Salesforce, and a one-click buyer blast sends a new listing to every matching buyer on the buy box the moment it's ready to market.
The 360° Property Hub
Property__c is the system's absolute single source of truth — one unified record layout linking every stage of the deal, forever.
- Acquisition data — how the deal was sourced and won
- Disposition stages — where the deal stands today
- Offer history — every buyer offer, ever made
- Legal contracts — generated and stored on the record
- Media & documents — photos, walkthroughs, everything
Purpose-built workflow. Enterprise-grade foundation.
Every closed investor CRM on the market solves the acquisition-to-disposition workflow inside its own walls. This system solves it on the platform that never boxes you in.
You own the platform
Your leads, deals, offers, and contracts live in your own Salesforce org — exportable, auditable, and yours even if you switch consultants.
No customization ceiling
New stage, new object, new approval rule, a lending arm or a property-management side — it's a configuration change, not a support ticket to a vendor's backlog.
Real automation, not workarounds
Flow-based triggers — duplicate blocking, auto-generated disposition records, offer-acceptance chains — run natively, with none of the fragile Zapier glue closed CRMs force on you.
AI-ready from day one
Sitting on Salesforce means Agentforce, Einstein-based scoring, and generative tooling are additions to your existing data model — not a separate AI subscription.
Enterprise-grade security
Field-level permissions, audit trails, and role hierarchies that a solo-wholesaler tool was never built to carry as your team and deal volume scale up.
Connects to everything else
Attom Data for enrichment, SmrtPhone or AirCall for skip tracing, Anvil, PandaDoc or Conga for contracts, Google Drive for files — all of it plugs into the same property record instead of living in a separate silo.
Built with the full Salesforce stack
Not a bare org — a connected system pulling in the tools your business already runs on, powered by the parts of Salesforce that fit each job.
Third-party integrations
Salesforce features we implement
Experience Cloud powers client and partner portals; Service Cloud supports post-close support and tenant/investor case management.
Built by a Salesforce Technical Architect, not a real estate startup guessing at CRM design.
Tenetizer is a Salesforce consulting team delivering Sales Cloud, custom objects, Flow automation, and Lightning Web Components for clients across real estate, nonprofit, and SaaS — led by a Salesforce Technical Architect with over a decade in the ecosystem.
See if this fits your operation.
Book a free, no-pressure audit of your current acquisition-to-disposition process. We'll map it against this CRM's data model and tell you honestly whether a Salesforce build makes sense for your volume — or whether it doesn't yet.
- 30-minute call, no obligation
- Honest read on whether you've outgrown your current tool
- A clear view of what a Salesforce build would include
Request received.
We'll be in touch within one business day to schedule your audit.
Before you book the audit
No. Most clients come from spreadsheets or a closed investor CRM. We scope, build, and configure the Salesforce org for you — you don't need any prior Salesforce experience to run it day to day.
Those are subscription products you rent seats on, built around one fixed workflow. This is a system built for your specific process on Salesforce — a platform you own outright and can extend indefinitely as your business changes.
No — that's the gap this closes. Podio is a general project-management tool, so every stage, field, and automation has to be hand-built or bolted on through third-party add-ons before it works for real estate. You get the pre-built four-stage pipeline — lead capture, acquisition, disposition, and the property hub — already designed for this workflow, running on infrastructure that scales past what a general-purpose tool can support.
A 30-minute call where we map your current lead-to-close process against this CRM's data model, flag gaps or duplicate work in your current setup, and give you an honest recommendation — including telling you if a full build isn't the right fit yet.
Timelines depend on scope, but the core four-stage pipeline — lead capture, acquisition, disposition, and the property hub — is designed to be delivered as a focused, defined engagement rather than an open-ended project.
Yes. This CRM ships with Attom Data for lead enrichment, SmrtPhone or AirCall for skip tracing, and Anvil, PandaDoc, or Conga for contract generation — all writing back to the same property record instead of living in a separate app.