Need Help With Choosing a Real Estate CRM?
Ascendix has been consulting real estate businesses about CRMs since 1996. We can help you choose the optimal solution for your business.
Can you call home a house without a kitchen? No. Or without a bathroom? Neither. Without a bedroom? Definitely not. Your company’s software is a house, but one room can’t perform all the functions. That’s why many companies choose to compensate for lacking functionality with real estate software integrations instead of trying to fit everything into one box.
The ultimate secret to successful real estate software integration is choosing the right tech partner – reliable, experienced, and knowledgeable in the real estate industry. For example, Ascendix experts can guide you through each step, avoid pitfalls, and help you create a comprehensive system that combines multiple solutions.
There are various types of software used in real estate:
AI chatbots answer questions, schedule viewings, and improve engagement. For instance, leasing assistants, like LetHub, handle applicant screening and lease signing, fully digitizing processes.
AI chatbots are not about website pop-ups with a few buttons. It is your own assistant who can understand unstructured human natural language and reply accordingly. Virtual assistants live in CRMs, property management systems, marketing engines, and even in your messengers.
Generative AI has positively impacted mainly two aspects of real estate: approach to property marketing and client engagement.
Take property descriptions as an example. AI can analyze a home’s features and create engaging, story-like content with the aim of emotionally engaging the reader. The same goes for crafting emails. Beyond listings, agents can use it to make tailored ads, flyers, posts, and virtual tours, saving time while keeping quality high.
Gone are the days of sifting through endless listings and scrolling lengthy filters, hoping to stumble upon the perfect property. Today’s property marketplaces leverage machine learning to understand an unstructured flow of thoughts users put into the search bar, detect buyers’ unique criteria, from location and price range to specific amenities, and return relevant listings.
Smart matching systems are also improving user experience. They use data to match buyers with homes that fit their wants and needs like location, budget, lifestyle, and hidden preferences not mentioned in the search query but carefully detected based on user behavior – all while learning and getting more accurate over time.
Property Recommendation System Interface by Ascendix
Also, you can consider CRM industry titans like Salesforce or Microsoft Dynamics. Salesforce is highly customizable, so you can easily shape it to the form you need and connect it to the necessary software.
Ascendix has been consulting real estate businesses about CRMs since 1996. We can help you choose the optimal solution for your business.
MLS platforms are where agents and brokers exchange property information. When software integrates with MLS systems, it automatically updates listings and synchronizes data in real-time so buyers, sellers, and agents always have access to accurate information.
Every state has its own local MLS and sometimes even multiple ones. But MLS is more of an acronym since modern real estate professionals and potential buyers prefer using property marketplaces now such as Zillow.
The Zillow API Network is free and can be accomplished through Zillow Tech Connect and Zapier.
The Zillow Tech Connect app allows agents to send leads to tools like CRMs and marketing automation software. It works for Zillow, Trulia, HotPads, RealEstate.com, and StreetEasy. Meanwhile, Zapier allows integration of Zillow Tech Connect with more than 3,000 apps including, MailChimp, ActiveCampaign, VinSolutions, and others.
We help real estate businesses with tailored MLS solutions—whether it’s creating a custom-built MLS or integrating your software with an existing MLS.
Many real estate professionals prefer dealing with “old good” folders, ink, and paper when it comes to document management, which is unsustainable, outdated, and results in a snail-paced transaction process.
Fortunately, there are a few beginner-friendly real estate software integrations that can facilitate document management and make real estate paperwork hassle-free.
Ascendix Intelligent Document Processing Framework is what you need when ready-made software is not suitable or flexible enough and creating custom solutions from scratch is too expensive and time-consuming. Our framework can become a solid basis.
Ascendix IDP framework can:
Ascendix Intelligent Document Processing Framework | Ascendix
Ascendix document processing framework enables bulk actions, key information extraction, document abstraction, and automated data entry.
Ascendix Composer is your way to create documents, flyers, and other marketing materials and even landing pages faster thanks to the library of pre-built templates that supports different formats.
It easily integrates with Salesforce and works in uniform with AscendixRE CRM system and pulls data from there to fill generated materials with accurate information and relevant visuals.
Also, you can perform generation in bulk and send it out via email to your target customers, filter data you want to include and even perform calculations right in the digital builder.
DocuSign has gained its reputation as the #1 e-signature and then expanded to document and form generation for various industries, including real estate and finance. There is a special e-signature solution for real estate professionals that is $45 per month for up to 5 members.
Marketing without solid integrations means throwing spaghetti at the wall to see what sticks.
Want to know which Facebook ad landed the most leads? These platforms link directly to your CRM and show you exactly what’s working.
Zurple analyzes a lead’s behavior and customizes communication accordingly. This way, personalized email and SMS campaigns are sent based on a lead’s website activity or search history. It alerts you when a lead is actively involved, like browsing homes repeatedly or saving listings, so you can step in at the perfect moment. Also, the Zurple platform seamlessly integrates with CRMs, giving you a unified view of your pipeline.
Your website is the digital storefront of your real estate business. With AgentFire, it’s easier than ever to create a site that isn’t just functional but also a perfect reflection of your brand.
Branded Websites Created with AgentFire | Source: AgentFire
With AgentFire real estate software integration you get:
Email marketing is all about sending the right message to the right people. With Mailchimp, you can perform audience segmentation and create tailored emails for buyers, sellers, or investors. Sync Mailchimp with websites, CRMs, or even your social media accounts to reach out to more users.
Also, Mailchimp offers automated campaigns so you can set up drip email sequences to nurture relationships, share listings, and keep clients informed, and just forget about it until further notification. Whether you’re promoting an open house, sharing market reports, or staying top-of-mind for past clients, Mailchimp simplifies the process.
Xero is not as popular, expensive, and cumbersome as QuickBooks. The set of features includes accounting, bookkeeping, payroll, accepting payments, billing and invoicing, and many other features that are useful to real estate professionals.
Also, it is compatible with solutions like Rentacy, Re-Leased, Stripe, etc., and has billing and invoicing functionality, which makes it a fully-fledged finance management real estate software integration.
Puzzle is a more young solution that is focused on small businesses with simple needs and startups. User-friendly interface and detailed analytics made them a good alternative to more complex options on the market.
Loft47 real estate software integration is designed specifically for real estate agents and brokerages and has a simple interface and compatibility with other widely known pieces of software used in the industry.
Puzzle General Dashboard | Source: Puzzle
It is ready to be integrated with Xero accounting software, DocuSign e-signature software, Dotloop transaction management software, some payment systems, and more available integrations that are yet to come.
Loft47 syncs commission data directly from your CRM or transaction platform into your accounting system. No manual entry, no typos—just accurate numbers ready for reporting. You can even set up custom workflows to calculate pre- and post-split commission adjustments, making life easier for everyone involved.
It is better to see once than hear a hundred times and 3D property tours can make it happen without standing up from the couch. Modern real estate software integrations allow real estate professionals to craft engaging, immersive experiences that resonate with potential clients.
Imagine turning a hand-drawn sketch into a polished 3D floor plan or a guided virtual tour. Getfloorplan leverages AI to transform basic sketches into stunning 2D and 3D floor plans where you can swap out furniture, test different wall colors, and even adjust the lighting. This way, buyers can visualize property potential rather than just judging the present condition.
Getfloorplan Demo | Getfloorplan
Spacio.ai is designed for agents, developers, and even architects who need quick, detailed property visualizations. With Spacio.ai, you can sketch, generate instant 3D models, and simulate scenarios in real time.
Your clients don’t just want to see properties—they want to experience them. So iStaging offers real estate pros tools to produce 360° photography and immersive virtual tours that can be used with Virtual Reality headsets during property showings
Dotloop is an all-in-one platform designed to simplify and streamline the transaction process from start to finish. Key features include document storage, e-signatures, and task management. Dotloop connects with major CRMs, accounting software, and MLS systems, so data is shared freely across platforms.
If you’re running a large brokerage, Brokermint offers everything you need to stay organized and on top of your game. This platform brings together transaction management, commission tracking, and back-office solutions.
What Brokermint real estate software integration can do:
In the world of real estate, regulatory compliance is critical and often the most complicated part of the process. Qualia offers a robust, compliance-centered platform that simplifies the transaction closing process while keeping everything above board.
Qualia real estate software integration offers digital and hybrid closings. You can do it through e-signing, remote online notarization, or video chat. Also, It has built-in CRM and a marketplace for ordering services directly from underwriters, lenders, or vendors. Qualia ensures regulatory compliance with financial operations through tracking and automation.
Qualia real estate software integration is perfect for title companies, law firms, and mortgage lenders.
Common domino effect in the real estate industry: you set unrealistic property prices and either lose money or lose potential buyers and when you hesitate too long, you lose both. Property valuation tools are here to avoid this domino effect through predictive analytics and AI.
Zillow leverages publicly available property data like sales history, lot size, and tax records combined with user-submitted updates and it’s integrated seamlessly into Zillow’s interface, so users can explore neighborhood insights, school ratings, and market forecasts—all in one place.
The 2006 Zestimate was on 40 million homes and had about a 10% error rate. Today Zestimate is available on over 100 million homes in the country and the error rate for an on-market listing is under 2%.
It's an automated model, it's going to be wrong sometimes. It's going to have errors in its data but it is the most accurate starting point valuation for a buyer or a seller to have a conversation with an agent or think about a home they want to buy or sell.
And it continues to get better and learn every day. Today's version is powered by neural networks called the Neural Zestimate and it updates in almost real-time.
HouseCanary is for analyzing investments, portfolios, or regional markets. HouseCanary’s predictive algorithms analyze historical property trends, over 136 million property data points, real-time analytics, demand curves, and local economic indicators.
House Canary Property Valution Tool | Source: HouseCanary
Investors especially benefit from HouseCanary’s ability to forecast rental potential and upcoming growth hot zones. Also, its rental inventory trends can identify new opportunities to maximize ROI, even in volatile markets.
Note: even the most advanced automated valuation model is not 100% precise, so we recommend seeking additional validation.
Calendly transforms how you manage appointments by keeping everything synced in real-time with tools like Google Calendar and CRMs.
Imagine never having to manage time manually again. Instead, your calendar updates itself automatically, cutting out the back-and-forth emails to find a free slot. As soon as an appointment is scheduled, rescheduled, or canceled in Calendly, this change is reflected in your Google Calendar instantly. You’ll avoid double-booking and always know your availability.
Calendly connects with platforms like Salesforce, HubSpot, and Zoho CRM. Every meeting is logged, contacts are updated, and you gain a clear overview of client touchpoints. Use automated reminders and post-meeting follow-ups to ensure nothing falls through the cracks. Plus, video conferencing options like Google Meet are baked into the platform, saving even more time.
Need to manage not just individual appointments, but a whole team’s schedule at the same time? Sprintful has your back.
Sprintful real estate software integration offers customizable scheduling pages, so you can create branded, personalized booking links for your team, allowing clients to pick from available time slots.
Everyone stays on the same page thanks to shared calendar views. Perfect for coordinating property tours or team-wide check-ins. Notifications about appointments or schedule changes are sent straight to your team via Slack, Teams, Gmail, Outlook, Salesforce – any communication channel you prefer.
With Sprintful, it’s easy to juggle multiple calendars and ensure everyone on your team is aligned. It’s like turning scheduling into a group chat—but efficient.
Integrating platforms that handle loan origination, marketing, and client nurturing can dramatically change the way your lending process works—speeding up approvals, deepening customer relationships, and cutting operational headaches.
TurnKey Lender isn’t just another lending system—it’s an all-encompassing solution that automates the entire loan journey, from origination to repayment.
Ascendix has over 25 years of experience in CRM consulting in the real estate industry. We know both aspects inside out. Entrust your project to us.
Commercial Property Management System Dashboard by Acsendix
Yardi is the best real estate software integration for large property management companies, real estate investment firms, and enterprise-level businesses with complex portfolios.
Yardi real estate software integration has broader specialization and more products like property marketplaces labeled as Cafes, special solutions for investment management, and a few products with a focus on commercial real estate.
Appfolio is the best real estate software integration for small property management companies, independent landlords, or mid-sized businesses.
Appfolio real estate software integration is focused on property management in all its aspects like accounting and billing, reporting, maintenance, staffing and training, management, communication, etc.
While for most real estate professionals good CRM is more than enough for management, real estate software integration for effective project management is a must for real estate development, construction, and merging and acquisition.
Northspyre leverages AI-powered insights to revolutionize how you tackle development management through automation and data centralization. For example, AI can identify scope gaps in vendor bids and recommend cost-saving adjustments to keep your project’s financial health intact.
Northspyre’s tools simplify portfolio management, letting you benchmark costs, track performance, and ensure 66% fewer cost overruns. It even handles compliance and regulatory hurdles while built-in analytics enhance decision-making.
From preconstruction concepts to final closeout phases, Procore acts as your all-in-one roadmap, ensuring your projects run without a hitch and always stay on course.
At the preconstruction stage, Procore equips your team with tools to collaborate on designs, estimate costs, and manage bidding processes—all within one centralized hub. During the building phase, you get real-time updates on schedules, materials, and budgets, making it easier to address risks before they escalate. Finally, Procore organizes handover documentation for the smooth transition from team to owner.
Background checks are an integral part of lead verification. Real estate agents verify potential homebuyers. Property managers and property owners vet potential tenants. Real estate investment firms check potential partners. Screening software guarantees that you will hand the keys to a reliable person.
Tenant Screening Interface by Ascendix
When it comes to background checks, SmartMove by TransUnion sets the bar high by offering same-day reports. Once the tenant consents and their information is verified, reports often arrive within minutes.
Background checks often scare tenants away not because they have something to hide, but because it affects their credit score. SmartMove real estate software integration guarantees no credit score impact due to the soft inquiry process.
SmartMove doesn’t just deliver raw data – it spells out what those numbers mean in terms of reliability, financial responsibility, and risk. For example, SmartMove uses its proprietary ResidentScore, which is 15% better at predicting eviction risk than standard credit scores.
SmartMove real estate software integration pulls data from TransUnion’s database and connects you to millions of credit histories, eviction records, and criminal checks.
Real Capital Analytics (RCA) tracks over $40 trillion in property transactions worldwide to show the big picture of the commercial real estate market. From office spaces to industrial sectors, RCA’s comprehensive database unpacks sales histories, recapitalizations, and refinances, all with razor-sharp detail. For example, with RCA, you have access to Commercial Mortgage-Backed Securities (CMBS) data and mortgage borrower profiles.
For professionals hunting off-market deals or unraveling complex ownership structures, Reonomy consolidates millions of datasets, from public records to private transactions—into one platform to navigate you through the often-fragmented commercial real estate world. Its tools dig into layered ownership hierarchies, helping you skip the middleman.
Also, Reonomy enables powerful filtering options for location, property type, and even likelihood of sale. Reonomy’s APIs seamlessly plug into CRMs, blending well with your existing workflow.
Ascendix has extensive expertise in real estate and AI integration and can create a specifically trained AI model that will provide more accurate results.
Ascendix’s knowledgeable tech consultants will help you find the solution that meets your needs and budget.
Real Estate Software Integration Process | Ascendix
Before stepping on the path of real estate software integration, you need a clear destination. What’s the point of integrating new tools if you don’t know what they should achieve? Define specific, measurable goals that align with your business’s needs so that you can measure its payoff once implemented.
Start by asking yourself “What daily tasks do I want to automate or simplify?” and “Which inefficiencies cost my team the most time and resources?”
This step can make or break your project. The right partner brings not just tech expertise but a seasoned understanding of real estate’s unique demands. Look for companies with proven experience in real estate software integration—firms like Ascendix, who know the industry inside and out.
Why is this so critical? Because not every developer can recognize the nuanced challenges of property management, lead tracking, or market fluctuation analysis.
Key qualities to consider include:
Ascendix has extensive knowledge and experience in the real estate industry, AI and specific software integration. We were in your shoes and know what to do.
Most modern real estate software integrations have AI and its implementation takes preparations. An AI readiness assessment ensures your infrastructure and data are up to par for a smooth transition.
Ascendix experts will access your infrastructure (Is your current tech stack compatible with advanced integrations? Are updates needed?), data quality and structure, and team readiness. After a thorough audit, you will get a comprehensive report with highlighted issues and suggestions on how to fix or improve them.
Experienced real estate software integration partners can help you find solutions that fit your needs and budget.
Focus on:
Once your systems and data are prepped, it’s time to deploy. But hitting “go” isn’t the finish line—it’s just the start. Testing is necessary for validating that every tool, feature, and connection is working as intended across all platforms.
Testing isn’t a one-size-fits-all step. It’s a complicated process that encompasses multiple stages and various test types, including a security one. Professionals in the Ascenidx team will put the system through all imaginable scenarios to ensure that you are ready for everything – inquiries influx, cyberattacks, security breaches, downtimes, etc.
New software only succeeds if people actually use it. You can’t expect your team to adopt a system they don’t understand or trust. Start by offering hands-on, role-specific training to teach employees the ins and outs of the new tools.
Long-term success depends on regular maintenance and support. Business needs evolve, tech updates roll out, and systems need occasional troubleshooting to retain peak performance.
Ascendix offers ongoing support to optimize your tools over time. Consistent upkeep like tweaking features to align with updated goals, addressing bugs, or training new team members turns your integrated systems into a long-term investment.
Ascendix is a real estate technology company that helps hundreds of real estate companies and startups undergo digital transformation.
Contact our experts to get professional consulting, integration, and development services.
Kateryna is passionate about exploring proptech technology trends and innovative solutions for real estate. In her articles, she dives into the world of proptech to share industry news and insights to help modernize real estate workflows.
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