Sep 04, 2023
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Salesforce for growth in Real-Estate

Salesforce for growth in Real-Estate

7-12 months
United States
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Service categories
Service Lines
Software Development
IT Services
Domain focus
Real Estate
Software Development
Enterprise Software
IT Services
Managed IT Services


Managing Property Acquisition and occupancy percentage of rented co-living spaces Our client is in the Real estate business for the last 10 years and has acquired more than 100 properties and converted it into co-living spaces. To automate the property acquisition process, they wanted a system that could manage the entire process lifecycle, including site evaluation, resource, relationship tracking, and critical document storage – all on a need-to-know basis. Furthermore, to increase the occupancy percentage they wanted to have a single view of all their rented co-living spaces.


Kizzy Consulting implemented the Salesforce for the client so that it provides: Automation in the property acquisition process, by creating an acquisition team that includes Insurance, Renovation, Audit, and Finance to verify all the parameters before buying a property. A single view of % occupancy of all their rented co-living spaces, by integrating all the peripheral management systems with Salesforce to pull data and get a single report on a monthly, quarterly, half-yearly, and yearly basis.


Efficient system and increased revenue Kizzy Consulting’s implementation of Salesforce has been a success in the following ways: Automation in property acquisition has reduced the risk of faulty properties being bought. Having a clear picture of the % occupancy of the rented co-living spaces has increased their occupancy rates which resulted in higher revenue and also helped in evaluating the property’s worth.