Solutions For Commercial Real Estate Management

Rosetree Solutions is partnering with Rethink CRM, a solution provider offering a Salesforce configuration uniquely suited to Commercial Real Estate brokers. When we implement Rethink, we ensure that a Commercial Real Estate broker has the power at their finger tips to manage properties and relationships, all under one digital platform.  Get a 360-degree view of every contact and every deal, making sure you always put your best foot forward in every engagement.

We’ll help you work with the Salesforce Clouds right for your business:

Sales Cloud

Rethink CRM


Commercial Real Estate Use Cases

Deal Pipeline Management

Deal Pipeline Management

Brokers can utilize Salesforce to track all information around a deal on a single screen. Utilize Salesforce related objects to maintain relationships, specific contacts, accounts, marketing efforts, and more – with immediate transparency into how all elements influence deals.  Lease specifics and client requirements can be associated as well, making sure all pieces are place for closing the deal and maintaining the relationship. Rosetree can also create reports and dashboards that give your team insight into revenue growth. alerting you to actionable trends in your pipeline.

Property Search and Comp Management

Property Search & Comp Management

Using the Rethink CRM from the Salesforce AppExchange, easily search for any properties or listings in your database that match client requirements, including comps generated from both internal and external sales and leases. Filter off of any criteria in your org to find exactly what you are looking for.  Rethink also contains functionality to take search results and a) easily send them off in an email to a contact or b) generate a property teaser brochure for streamlined client communication.


Digital Marketing

The Salesforce Pardot marketing automation platform provides a powerful tool to track prospect engagement and reach out at the right time. With website activity tracking, forms that sync data straight to Salesforce, and a robust scoring and grading system that allows for automation based on complex marketing activity parameters, Pardot can be used to identify both new leads and repeat customers that exactly meet your business’ qualifications.  With full transparency into prospect behavior with your digital content – reach out with exactly the right messaging to nab the deal.

Let’s chat about how we can create the best solutions for your business. 

Case Studies & Articles

Case Studies