Landchecker
Fawkner Property
House and Land
Sound Property GroupLandcheckerFawkner PropertyHouse and LandSound Property GroupSOL Business Solutions implements Salesforce for Australian real estate businesses - agencies, property managers, and developers. We configure Sales Cloud for lead capture from portals like realestate.com.au and Domain, build transaction management workflows, integrate with listing platforms, and deliver a CRM that gives agents and principals full visibility from enquiry through settlement.
How Does Salesforce Help Real Estate Businesses?
Real estate runs on relationships and speed. Agents who respond fastest, follow up consistently, and maintain long-term buyer and vendor relationships win more listings and close more deals. Yet most agencies manage leads through fragmented systems - portal enquiries in email, follow-ups in spreadsheets, transaction details in documents.
Salesforce centralises the entire relationship - lead capture, buyer qualification, property matching, vendor management, and transaction tracking in one platform. Based on our work across real estate clients, the fastest wins come from automated lead routing and follow-up sequences, which ensure every enquiry gets a response within minutes rather than hours.
For property developers, Salesforce manages off-the-plan sales with lot-level tracking, buyer qualification workflows, deposit management, and settlement milestone automation. Real-time dashboards show sales velocity, settlement risk, and buyer pipeline by project.
What Challenges Do Real Estate Businesses Face?
Lead leakage is the number one problem. Enquiries from realestate.com.au, Domain, website forms, and walk-ins arrive through multiple channels. Without automated capture and routing, leads fall through the cracks - especially during high-volume periods. SOL configures multi-channel lead capture with instant routing and automated acknowledgement.
Follow-up consistency is the second challenge. Agents juggle dozens of active conversations. Automated follow-up sequences, activity reminders, and lead scoring ensure the highest-value opportunities get attention first - without manual diary management.
Transaction complexity rounds out the picture. Sales, exchanges, settlements, and post-settlement follow-up involve multiple parties and deadlines. SOL builds workflow automation that tracks every milestone and alerts the right person when action is needed.
Which Salesforce Clouds Work Best for Real Estate?
| Cloud | Use Case |
|---|---|
 Sales Cloud | Lead management, buyer/vendor relationships, pipeline tracking, transaction milestones |
 MCAE (Pardot) | Property alerts, buyer nurture sequences, vendor reporting, market update newsletters |
 Salesforce Maps | Territory management for agents, property location mapping, open home route planning |
 Experience Cloud | Vendor portals for campaign updates, buyer portals for off-the-plan projects |
Most real estate businesses start with Sales Cloud for lead and pipeline management. MCAE is added for buyer nurture and property marketing automation. Developers often add Experience Cloud for buyer-facing project portals.
Our Delivery Process
Discover
Agency workflow audit
Configure
Platform configuration & integrations
Test
User acceptance testing and validation
Train
Agent & admin training
Support
Post-launch support
How SOL Works with Real Estate Businesses
We start with a free discovery call to understand your agency structure, lead sources, and existing systems. SOL delivers a fixed-price proposal using our implementation methodology, so you get a working system quickly.
Every engagement is led by a senior consultant. Post-launch, we provide post-launch support and optional ongoing retained consulting for optimisation and new feature rollouts.
Pricing: QuickStart packages start from $2,000 per cloud. Custom builds are scoped and quoted after discovery. See our pricing page for details.
Frequently Asked Questions
Can Salesforce replace our real estate CRM?
Yes. Salesforce can be configured with custom objects for properties, listings, buyer profiles, and transaction management. For agencies using platforms like Rex or AgentBox, SOL can build integrations to keep Salesforce as the central relationship platform while preserving listing workflows in your existing tools.
How does Salesforce help real estate agents manage leads?
Salesforce captures leads from portals like realestate.com.au and Domain, website forms, walk-ins, and referrals - routing them to the right agent automatically. Automated follow-up sequences, lead scoring, and activity tracking ensure no enquiry falls through the cracks.
What does a Salesforce implementation cost for a real estate business?
A single-cloud QuickStart starts from AUD $2,000 per cloud. Custom builds from AUD $20,000 are scoped during discovery. Most real estate businesses begin with Sales Cloud for lead and pipeline management. SOL provides fixed-price quotes after a free discovery session.
Can Salesforce manage property development sales?
Absolutely. We configure Salesforce for off-the-plan sales with lot tracking, buyer qualification workflows, deposit management, and settlement milestone tracking. Dashboards give developers real-time visibility into sales velocity and settlement risk.
How long does a real estate CRM implementation take?
QuickStart implementations go live in 1-4 weeks. Custom builds typically take 4-6 weeks depending on scope and integrations. Implementations with portal integrations or property development workflows may extend further.
Ready to modernise your real estate CRM?
Book a free 30-minute discovery call. We will assess your lead management needs and tell you honestly whether Salesforce is the right fit for your agency.