How to turn an enterprise-grade CRM into a commercial real estate-focused workspacee 

AscendixRE CRM: A Purpose-Built Platform for modern Commercial Real Estate teams

As commercial real estate becomes increasingly data-driven, the limitations of generic CRM systems are becoming harder to ignore. Brokers, asset managers, and advisory teams need technology that reflects the complexity of their workflows — from long deal cycles and intricate commission structures to location-specific insights and relationship-led sales. This is where Ascendix positions its flagship product, AscendixRE CRM, as a specialist solution designed explicitly for the commercial real estate sector.

Transforming an enterprise-grade CRM into a commercial real estate-focused workspace

Built natively on the Salesforce platform, this service transforms an enterprise-grade CRM into a commercial real estate-focused workspace. Rather than forcing brokers to adapt to generic sales pipelines, the system mirrors how CRE professionals actually work, centralising contacts, properties, deals, leases, and commissions into a single, unified environment.

At the heart of AscendixRE is comprehensive deal and pipeline management. Brokers can track transactions from initial prospecting through to closing, using visual deal stages that improve forecasting accuracy and pipeline visibility. Automated reminders, task tracking, and activity logging help ensure that no follow-up is missed, while managers gain real-time insight into deal velocity and team performance.

One of its most powerful differentiators is its geo-search capability

Commercial real estate is inherently location-driven, and it enables users to search for properties, tenants, investors, and deals directly on an interactive map. Advanced filters allow teams to narrow results by asset type, size, availability, or lease criteria, while search results can be exported into reports or marketing lists. This functionality gives brokers immediate spatial context and supports faster, more informed decision-making.

Commission management

The platform also addresses one of the most complex administrative challenges in CRE: commission management. AscendixRE supports customised commission structures, including tiered splits, variable percentages, and multi-broker arrangements. By automating calculations and linking commissions directly to deal data, the system reduces manual errors and administrative overhead, allowing teams to focus on revenue-generating activity rather than back-office reconciliation.

Marketing and client engagement are tightly integrated within the CRM. AscendixRE offers dynamic email templates that automatically pull live property data, images, and details into outbound communications. This eliminates repetitive manual entry and ensures marketing materials remain accurate and consistent. Audience-building tools enable brokers to segment contacts by investment criteria, tenant requirements, or geography, making targeted outreach more efficient and measurable.

For asset and portfolio-focused teams, AscendixRE includes an interactive stacking plan module. This feature provides a visual overview of building occupancy, available space, lease expirations, and tenant information in one consolidated view. Users can update stacking plans in real time, apply filters, and track changes as deals progress, adding a layer of operational clarity that traditional CRMs often lack.

Tenant and investor preference tracking

Another notable capability is tenant and investor preference tracking. AscendixRE allows users to capture detailed requirements,  such as preferred locations, asset classes, deal sizes, and timelines — and match them quickly to relevant opportunities. This data-led approach enhances relationship management and enables brokers to deliver more relevant, timely recommendations to clients.

Looking ahead, they are also preparing to introduce an AI Assistant designed to simplify everyday CRM interactions. Using natural language, users will be able to create records, capture notes, and search the database without navigating complex menus. This forward-looking functionality reflects the growing demand for intuitive, productivity-enhancing tools within commercial real estate.

From a commercial standpoint, the service is offered as a subscription that includes a Salesforce licence, with pricing positioned to support both growing brokerages and enterprise-level firms. This bundled approach lowers the barrier to entry while retaining the scalability and security associated with the Salesforce ecosystem.

In a market crowded with horizontal CRM platforms, it stands out by focusing squarely on the realities of commercial real estate. Its combination of industry-specific functionality, Salesforce reliability, and ongoing innovation makes it a compelling choice for teams seeking to modernise their operations without compromising on flexibility or depth.

For commercial real estate firms looking to improve deal visibility, enhance client engagement, and streamline complex workflows, AscendixRE offers a proven, purpose-built solution.

Ascendix Technologies

Was founded in 1996 by two friends Wes Snow and Todd Terry in Dallas, Texas with a bold vision to digitally transform the industries that suffered from opaque systems and processes.

For almost 20 years now, we’ve remained committed to automating real estate – an industry that was, and in many cases still is untouched by technological innovation.

At Ascendix, we’re trying to address this with state-of-the-art proptech solutions and expert CRM consulting services. Our mission is to equip real estate professionals with powerful tools to streamline their workflows and drive greater success.

To learn more about how AscendixRE CRM can support your business, arrange a demo, or discuss your specific requirements, contact the Ascendix team directly via use this LINK.

Andrew Stanton CEO Proptech-PR

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