The real estate sector in Chile and Latin America faces a challenge that few industries know so well: simultaneously managing a property portfolio, a network of brokers, a constant flow of leads, and a roster of tenants. Most real estate companies try to solve this with Excel, email, and WhatsApp. The result is fragmented information, lost opportunities, and a customer experience that falls short of expectations.
How Does Salesforce Solve These Problems?
Each property is registered as an asset in Salesforce with all associated information: status, price, visit history, documentation, and contracts. The team has full visibility in real time.
Every inquiry that comes in — through the web portal, WhatsApp, email, or trade shows — is automatically logged. The system assigns the lead to the right broker and triggers an alert when an opportunity has been inactive for too long.
One of the most powerful integrations for the real estate sector. GoCode has integrated Salesforce with DICOM so that every new lead is automatically evaluated based on their credit history upon entering the system — eliminating the manual process of checking records one by one.
Salesforce allows you to track the full tenant lifecycle — from lease signing to termination — with automatic alerts for renewals, expirations, and collections.
Payment reminders, visit confirmations, application status updates — all automated. Clients receive timely communications without the team having to handle them manually.
GoCode implemented Sales Cloud for Inmobiliaria Makro, including an integration with DICOM for automatic lead credit scoring. The result: elimination of the manual inquiry process, faster sales cycles, and a team that works with complete credit information without leaving Salesforce.
Is Salesforce Suitable for Real Estate Companies of Any Size?
Yes. Whether you manage 50 properties or 5,000, Salesforce scales with your operation. The key lies in a well-designed implementation that reflects your actual processes — not a generic configuration.
Where to Start?
At GoCode, we have implemented Salesforce for real estate companies and property management firms in Chile, with concrete results in lead management, credit scoring, and contract administration.
Frequently asked questions
How does Salesforce help real estate companies?
By centralizing the portfolio, automating the lead pipeline, integrating credit scoring with DICOM, managing tenants and contracts, and automating communications with clients and brokers.
Can DICOM be integrated with Salesforce?
Yes. GoCode has integrated Salesforce with DICOM for real estate companies in Chile, enabling automatic credit scoring of leads directly within the platform.
Can Salesforce be used to manage leases?
Yes. It allows you to track the full tenant lifecycle with automatic alerts for renewals, expirations, and collections, centralizing all information.
Which Salesforce Cloud do real estate companies use?
Typically Sales Cloud for commercial management and Service Cloud for tenant support and after-sales service.