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Argo Logic helps real estate firms modernise their client engagement, streamline operations, and improve data management through Salesforce and integrated cloud solutions. Whether you’re a residential agency managing open homes and contracts, or a commercial firm tracking investor leads and tenancies we bring deep process automation and CRM expertise to help you scale smarter.
How we serve the Real Estate Industry
RM Customisation for Real Estate – Configure Salesforce to manage buyers, sellers, tenants, landlords, and projects in a single source of truth with real-time insights and lead tracking.
Lead Management & Automation – Capture leads from REA, Domain, social media, your website, or walk-ins and automatically assign them to agents with follow-up workflows and tagging.
Social Media Lead Capture & Engagement -Integrate Salesforce with Instagram, Facebook, or Whatsapp and DMs to capture interest from potential sellers and buyers. Auto-tag leads, trigger nurture emails or SMS replies, and assign agents based on location or listing type.
AML/KYC Readiness – Prepare for upcoming AML/CTF compliance changes. Argo Logic can help configure ID verification workflows, secure client document upload portals (for 100-point checks, TFNs, passports), and audit trails ensuring you’re ready when new regulations come into effect.
Inspection, Offer & Contract Workflows – Manage property inspections, offers, applications, and contract milestones in Salesforce with SMS/email updates and auto-reminders.
Investor & Project Marketing –Track investor interest, distribute IMs and project updates, and run campaigns via Salesforce Account Engagement or integrated marketing tools.
Commission & Referral Tracking – Automatically track sales commissions, property referrals, and agent performance linked directly to listings and sales data.
We work with the leading ecosystem of tools used by real estate firms, including:
CRM & Automation: Salesforce Sales Cloud, Financial Services Cloud, Account Engagement, HubSpot (migrations)
Social & Lead Capture: Meta Lead Forms, Instagram DM automation, TikTok lead flows, Zapier, Typeform, Gravity Forms
AML/KYC Tools: GreenID, FrankieOne, SwiftCheck, DocuSign ID Verification, secure upload portals
Marketing & Communications: Campaignmonitor, ActivePipe, Mailchimp, Aircall, SMS integrations, Salesforce Marketing Cloud, and others.
Document Management: DocuSign, Conga, Formstack, Google Workspace, Microsoft 365
Back Office Tools: Xero, MYOB, Employment Hero
Integration Tools: MuleSoft, Jitterbit, Zapier, Custom APIs
Transform your real estate or property business with Argo Logic’s custom solutions. Contact us today to streamline operations, ensure compliance, and drive growth.