Case Study: Property Management Co modernizes leasing and gains full-funnel visibility with Fortimize and Salesforce + Yardi integration

Property Management Co modernizes residential leasing in 16 weeks with Fortimize

Fortimize partnered with a leading property management company that was struggling with disconnected systems, including DashQ for lead intake and Yardi for leasing operations. This technological patchwork caused critical data to fall through the cracks, creating manual workarounds and limiting visibility, which held the company back from scaling its operations.

Fortimize implemented a centralized CRM on Salesforce Sales Cloud, seamlessly integrated with Yardi via MuleSoft APIs. This solution created a unified leasing workflow where leads from ILS listings now flow directly into Salesforce and applications move seamlessly into Yardi. The result was a streamlined process that eliminated duplicate data entry and provided full-funnel visibility, delivering a smoother experience for customers and a scalable foundation for future growth for the client.