Case Study: CRE Brokerage centralizes deal tracking and brokerage workflows with Fortimize and Salesforce

CRE Brokerage replaces FileMaker with Fortimize in 26 weeks

CRE Brokerage, a boutique commercial real estate brokerage, faced challenges from its reliance on fragmented FileMaker systems and manual workflows. This led to siloed data, limited visibility into deal pipelines, and inefficient coordination across its leasing, investment sales, and tenant representation teams. They partnered with Fortimize to modernize their operations.

Fortimize implemented a Salesforce Sales Cloud platform tailored to the brokerage's workflows, replacing FileMaker over a 26-week implementation followed by managed services support. The solution unified deal tracking, client relationships, and pipeline management into a single system. As a result, brokers gained a complete view of their business, leading to faster client response, better deal coordination, and stronger client service across all business units.