Industry Solutions for Real Estate

CRE Stakeholder Portal

Real Estate managers lose hundreds of hours annually chasing documents and tracking covenants via manual, error-prone email threads.

We deliver branded portals that automate document capture and proactively notify stakeholders of pending covenant items.

Leasing and Revenue Intelligence

Leasing teams often manage prospects, approvals, and concessions across disconnected systems, making it difficult to forecast revenue and identify deal leakage that erodes NOI.

We consolidate leasing activity, rent assumptions, and approval workflows into a single system of record, improving pipeline visibility, shortening lease cycles, and strengthening revenue predictability.

Capital Projects and Development Management

Development and capital projects are frequently tracked in siloed tools, leaving leadership blind to budget overruns, schedule risk, and change order exposure until it’s too late.

We centralize project tracking, financial controls, and governance workflows, enabling real-time oversight, disciplined execution, and better alignment between development, finance, and operations teams.

Real Estate Consulting Services

Strategy & Roadmaps

Using our True North Methodology, we define the digital strategy needed to unify property operations and professionalize investor relations.

Implementation

We build and configure specialized workflows that automate lease management, covenant collection, and property performance reporting.

Managed Services

Coastal Waves Managed Services, we drive continuous innovation via enhancements to your asset dashboards and portfolio risk modeling.

Data Modernization

We create a connected property data layer that fuels real-time NOI insights and automated sustainability benchmarking.

Meet our Real Estate experts.

JP Owens

Chief Growth Officer

George Shalhoub

Director, Sales

Salesforce Consulting for Real Estate frequently asked questions.

See FAQ

How does Salesforce support real estate asset management?

Salesforce provides a centralized platform where property, lease, tenant, and financial data can live together. This creates a single source of truth that improves visibility across assets, reduces manual work, and supports more informed investment and operational decisions.

What types of financial institutions does Coastal support?

We work with organizations across the financial sector, including retail and commercial banks, credit unions, wealth and asset management firms, insurance providers, private equity firms, and capital market leaders.

Can Salesforce replace spreadsheets for rent rolls and lease tracking?

Yes. Salesforce can be configured to manage rent rolls, lease expirations, escalation schedules, and covenant terms in a structured, automated system—eliminating version control issues and manual updates common with spreadsheets.

Is Salesforce suitable for commercial real estate firms?

Absolutely. Salesforce is highly adaptable and works well for commercial real estate owners, operators, and investment managers who need to manage complex portfolios, long lease cycles, and multiple stakeholders.

How does Salesforce help improve Net Operating Income (NOI)??

By centralizing financial and operational data, Salesforce helps teams identify inefficiencies, track lease performance, surface risks earlier, and make faster, more accurate decisions—all of which contribute to improved NOI.

Can Salesforce integrate with property management and accounting systems?

Yes. Salesforce can integrate with property management software, accounting platforms, data warehouses, and external reporting tools to ensure real estate teams have complete, real-time access to critical data.

What types of real estate teams benefit most from Salesforce consulting?

Salesforce is especially valuable for asset managers, portfolio managers, acquisitions teams, property operations, and executive leadership who need reliable data to support strategy, reporting, and growth.

How does Salesforce support portfolio-level reporting?

Salesforce enables customized dashboards and reports that roll up performance metrics across properties, regions, and portfolios—giving leadership instant visibility into trends, risks, and opportunities.

Can Salesforce help with lease expirations and covenant monitoring?

Yes. Salesforce can automate alerts and workflows for lease expirations, covenant thresholds, and compliance milestones so issues are identified before they impact revenue or asset value.

How long does it take to implement Salesforce for a real estate firm?

Timelines vary based on scope and complexity, but most real estate Salesforce implementations can be delivered in phases—starting with core data consolidation and expanding into automation and advanced analytics over time.

Why work with a Salesforce consulting partner for real estate?

A Salesforce consulting partner with real estate experience ensures the platform is tailored to your portfolio structure, reporting needs, and growth goals—avoiding over-customization while delivering measurable business value.

Salesforce Real Estate Consulting

The clarity to manage.
The power to perform.

CRE Stakeholder Portal

Real Estate managers lose hundreds of hours annually chasing documents and tracking covenants via manual, error-prone email threads.

We deliver branded portals that automate document capture and proactively notify stakeholders of pending covenant items.

Smart FM Operations

Facilities teams often operate reactively, leading to expensive emergency service calls and uncontrolled energy expenditure that degrades NOI.

We integrate property performance data with automated maintenance workflows to forecast failures and reduce operational expenditure.

Leasing and Revenue Intelligence

Capital Projects and Development Management

Expert

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