Short answer
An MRI Software integration connects commercial and residential real estate management in MRI with Salesforce, sharing properties, tenants, leases and investor data with the teams who manage relationships.
How the MRI Software integration works
MRI covers property, lease and investment management for commercial and residential real estate. Integrating it with Salesforce gives leasing, asset management and investor relations teams current property and tenant data next to their pipeline and communications.
What syncs
- Properties and units
- Tenants and leases
- Investor and fund data where used
See the architecture diagram ↓
Integration options
- MRI APIs through middleware
- Scheduled syncs
- Salesforce custom objects for properties and leases
What to plan for
- MRI module and API licensing
- Property and entity hierarchy
- Which system owns tenant contacts
Frequently asked questions
Can leasing activity be tracked in Salesforce?
Yes. Lease and tenant data from MRI can sit next to pipeline and activity in Salesforce.
Does this work for investor relations?
It can, with fund and investor data mapped to Salesforce objects.