CASTO, a real estate firm with operations spanning the Midwest, Mid-Atlantic, and Southeast regions, oversees nearly 26 million square feet of retail space across eight states. During their digital transformation journey, they recognized inefficiencies in their deal management workflows and sought a solution to boost productivity and gain better visibility into leasing and development processes.
After exploring various off-the-shelf PropTech and CRM options, they opted for Salesforce as their preferred solution. Partnering with Fortimize, they implemented Sales Cloud, integrated MRI with Salesforce, and customized reports and dashboards to offer a comprehensive overview of the leasing and development lifecycle.
Today, the development and leasing teams efficiently manage contacts, prospects, tenant outreach, task assignments, and critical dates within a unified system. This streamlined approach allows them to expedite deals while delivering exceptional customer service.
