Making Salesforce
Speak Real Estate Fluently
The operational backbone for Real Estate sales and leasing. One platform. Complete control. Zero paperwork.
Built on Salesforce - Designed for Real Estate
Built on the World’s #1 CRM Platform, PropertyFlex gives you speed, security and flexibility your real estate business needs to grow. It combines real estate intelligence with powerful automation, mobility and data analytics – all in one place.
What Is PropertyFlex?
PropertyFlex is a real estate CRM built on Salesforce for property developers, leasing teams and property managers. It adds ready-made real estate processes to Salesforce, including unit inventory, EOI handling, bookings, payment plans, broker management, lease contracts and handover tracking. It can also be added to an existing Salesforce org. Metadata Technologies, a Salesforce Partner, builds, implements and supports PropertyFlex.
Key Takeaways
- PropertyFlex is a packaged real estate app on Salesforce, so real estate features are ready from day one instead of being custom built.
- It covers the full sales journey (lead, EOI, booking, payment plan, contract, handover) and the leasing journey (enquiry, booking, payment, contract, case management).
- It runs inside your Salesforce org, so teams keep their existing data, users and integrations.
- The PropertyFlex team maintains the real estate features after go-live with each Salesforce release.
The Challenges
The Disconnected Teams. Scattered Leads. Slow Deals
Don’t let disjointed tools and slow processes hold you back. PropertyFlex unifies your teams, data, and workflows, transforming complexity into streamlined, intelligent operations.
Fragmented Portfolio Visibility
Limited visibility across properties, projects, units, tenants, prospects, and portfolio activity.
Lead & Tenant Engagement Gaps
Difficulty managing prospect and tenant interactions consistently across multiple channels and touchpoints.
Complex Sales & Leasing Journeys
Managing enquiries, viewings, negotiations, bookings, applications, renewals, and closures across different workflows.
Limited Occupancy & Availability Insights
Challenges tracking available inventory, occupied spaces, upcoming vacancies, and leasing opportunities in real time.
Manual Handoffs & Approvals
Repetitive coordination between marketing, sales, leasing, operations, finance, and customer-facing teams slows execution.
Disconnected Portfolio Performance Data
Difficulty getting a unified view of sales, leasing, occupancy, pipeline, renewals, and revenue performance.
Transformation
From Fragmented to Fluid
The Old Way
- ×Manual inventory tracking
- ×Delayed lead responses
- ×Paper-heavy contracts
- ×Fragmented approvals
- ×Limited visibility
- ×Disconnected systems
The PropertyFlex Way
- ✓Real-time availability
- ✓Instant lead routing
- ✓Digital workflows
- ✓Automated approvals
- ✓Complete transparency
- ✓Unified platform
What our customers are Saying
The adoption of PropertyFlex’s purpose-built system helped us accelerate our tech on Salesforce The interfacing on Salesforce and its comprehensive real estate features have significantly increased our efficiency, optimise our sales operations. Highly recommended for serious real estate developers.
-Head of Sales, Leading Real Estate Developer
Streamline Sales and Leasing With PropertyFlex
Turn Complexity into Clarity – let the leads flow, teams move and buyers feel the ease of business.
Every Deal Type, One Platform
Sales, leasing, or mixed use, whatever your portfolio looks like, it all lives in one system..
Built for How Real Estate Actually Works
Configure workflows around your actual sales and leasing process, instead of forcing your process to fit the software.
Nothing Falls Through the Cracks
Every renewal date, pending approval, and follow-up is tracked automatically, so no lead or lease deadline gets missed.
Gain Insights Faster
Leverage industry-standards reports and dashboards to gain insights into your real estate sales operations. Track key metrics like:
- Property-wise unit availability status
- Revenue by period, project and region
- Sales and leasing team performance
- Pre- and post-transaction activities
Why Salesforce? Why Metadata?
The Salesforce Foundation
- Enterprise security you can trust
- Scalability without limits
- Integration with any system
- AI and automation at your fingertips
The Metadata Difference
- 20 years in real estate CRM
- Deep operational understanding
- Proven implementation expertise
- Committed to your success
Your Strategic Inflection Point
Digital Acceleration
Traditional systems can’t keep up with the pace of customer interactions and data flow.
Power of AI Integration
Intelligent platforms redefine how teams sell, manage, and grow.
Data Driven Decisions
Growth now depends on real-time insights, not instinct or manual reporting.
Create Value Across The Customer Lifecycle
Unified enterprise data unlocks more impact across the entire real estate lifecycle
Unify Customer Experience
Unify customer data across sales, leasing, and service, giving teams a single source of truth.
Right Data to the Right People
Consolidate customer data on a single platform, ensuring the right people have the right information at the right time. Break silos, build trust, and deliver truly connected customer journeys.
Single Platform for all Teams
Fewer logins, fewer spreadsheets, fewer handoff emails. Sales, leasing, service, and marketing all work inside the same system, day to day
Years
Support Staff
Countries
Implementations
Our Happy Clients!
PropertyFlex has significantly streamlined our sales process, saving us time and reducing errors. The platform’s automation features have improved our team’s efficiency and client satisfaction. Highly recommended for serious developers.
Jane Doe
Senior Sales Manager
Since adopting PropertyFlex, our project management and transaction handling have become seamless. The platform’s integration with Salesforce and customizable options have empowered us to close deals faster and with confidence.
John Smith
Aeser CEO, Urban Estates .
PropertyFlex FAQs: Salesforce for Real Estate
What is the best real estate CRM built on Salesforce?
PropertyFlex is a real estate CRM built on Salesforce for developers, leasing teams and property managers. It adds unit inventory, EOI handling, bookings, payment plans, broker management, lease contracts and handover tracking to Salesforce, so real estate teams can run sales and leasing in one platform without a custom build.
Can Salesforce be used for real estate sales and leasing?
Yes. Salesforce provides the CRM foundation for leads, accounts, opportunities and service. A real estate app such as PropertyFlex adds the industry processes Salesforce does not include out of the box: project and unit inventory, unit holds and bookings, payment plans, lease contracts, renewals and tenant case management.
Can PropertyFlex be added to an existing Salesforce org?
Yes. PropertyFlex can be added to an existing Salesforce org, so your teams keep their current users, data, reports and integrations. The real estate objects and processes are added alongside what you already run, which shortens rollout compared with starting a new CRM.
Should we buy a packaged real estate app on Salesforce or build a custom solution?
A packaged app gives you tested real estate features from day one, and the vendor maintains them through every Salesforce release. A custom build can match unique processes, but your team owns the design, testing and upkeep for years. The PropertyFlex team models a 5-year cost comparison for prospects so both options can be compared on total cost.
Does PropertyFlex support off-plan sales and payment plans?
Yes. PropertyFlex handles EOIs, unit inventory and availability, unit holds and bookings, payment plans with installment tracking, broker management and handover tracking, so developers can manage off-plan and ready-unit sales in Salesforce.
Does PropertyFlex manage residential, commercial and retail leasing?
Yes. PropertyFlex follows the leasing journey from enquiry to booking, payment, contract and case management for residential, commercial and retail portfolios. It includes lease renewals, tenant case management and a move-in and move-out mobile app.
Who implements and supports PropertyFlex?
Metadata Technologies, a Salesforce Partner focused only on real estate, implements and supports PropertyFlex. The team has 20+ years of real estate software experience, 100+ implementations and clients in 10+ countries, and a dedicated support team after go-live.
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your Real Estate Business?
Book your strategic consultation today! Transform your real estate journey with over two decades of proven methodologies.
