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AscendixRE

ascendix.com

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Spec score 9.1 #5 of 249 in Real Estate CRM Software

Spec sheet

What it does
AscendixRE is a commercial-real-estate CRM combining relationship, deal, property, listing and commission processing on Salesforce.Read 21 Oct 2026 · ascendix.com
Free plan
NoRead 20 Sep 2026 · ascendix.com
Integrations
Published integrations include Outlook, Gmail, Mailchimp, ChatGPT, Claude, LoopNet and Crexi-related email parsing workflows.Read 21 Oct 2026 · ascendix.com
Headquarters
Dallas, Texas, United StatesRead 28 Sep 2026 · ascendix.com
Founded
1996Read 28 Sep 2026 · ascendix.com
AI add-on
The AI Suite includes Harvest email-to-CRM parsing, a native AI agent, Composer AI and a connector for ChatGPT and Claude.Read 21 Oct 2026 · ascendix.com
AI features
YesRead 20 Sep 2026 · ascendix.com
API and OAuth
The 1.41 release says the AscendixRE Connected App uses PKCE and refresh-token rotation for OAuth integrations.Read 21 Oct 2026 · help.ascendix.com
Automated follow-up
YesRead 20 Sep 2026 · ascendix.com
Browser limitation
Safari users must disable cross-site tracking or block-all-cookies settings for the Stacking Plan and Images components to display correctly.Read 21 Oct 2026 · ascendix.helpjuice.com
Commission processing
Commission functionality supports broker and house splits, tiered plans, fee structures, invoices, payments, vouchers and payout visibility.Read 21 Oct 2026 · ascendix.com
Company facts
LinkedIn lists Ascendix Technologies as privately held, founded in 1996, headquartered in Dallas, Texas, with 51–200 employees.Read 21 Oct 2026 · linkedin.com
CRM records
The product manages contacts, inquiries, properties, listings, availabilities, deals, leases, sales, tasks, activities and reports.Read 21 Oct 2026 · help.ascendix.com
Data residency claim
Ascendix says the AI Suite runs inside the customer’s Salesforce org, does not send CRM data outside that org and does not use it to train external models.Read 21 Oct 2026 · ascendix.com
Document generation
Ascendix Composer generates real-estate marketing documents, PDFs, emails and landing pages from CRM data.Read 21 Oct 2026 · ascendix.com
Documentation depth
The help center provides user and administrator guides covering setup, data import, customization, dashboards, reporting, security, email, mobile and integrations.Read 21 Oct 2026 · help.ascendix.com
Email marketing
YesRead 20 Sep 2026 · ascendix.com
Founders
Ascendix says Wes Snow and Todd Terry founded the company in Dallas in 1996.Read 21 Oct 2026 · ascendix.com
Import limitation
Property imports process 99 records per chunk; an error in one record prevents address updates for that entire chunk.Read 21 Oct 2026 · ascendix.helpjuice.com
Lead import
YesRead 20 Sep 2026 · ascendix.com
Lead routing
YesRead 20 Sep 2026 · ascendix.com
Licence
The reviewed pages present AscendixRE as a paid Salesforce product with an included Salesforce OEM license; no open-source licence is stated.Read 21 Oct 2026 · ascendix.com
Limit: learning curve
G2 reviewers report that Salesforce and AscendixRE can require substantial time to learn and may feel complicated for new users.Read 21 Oct 2026 · g2.com
Limit: upgrade gating
A G2 reviewer says stacking plans were unavailable without upgrading the plan.Read 21 Oct 2026 · g2.com
Limit: usability
A G2 reviewer criticized the interface as not user friendly, overly feature-heavy and outdated for their brokerage.Read 21 Oct 2026 · g2.com
Mapping and search
Ascendix Search adds map and ZIP-code search, multi-criteria filters, saved searches, exports and mass actions inside Salesforce.Read 21 Oct 2026 · ascendix.com
Mobile access
Users access AscendixRE on phones and tablets through the Salesforce app for iOS or Android, with record lookup, notes, photos and calls.Read 21 Oct 2026 · help.ascendix.com
Mobile app
YesRead 20 Sep 2026 · ascendix.com
Notable news
Ascendix announced the xRE AI Suite for AscendixRE CRM in a press release published in 2026.Read 21 Oct 2026 · ascendix.com
Open source
NoRead 20 Sep 2026 · ascendix.com
Praise: customization
G2 reviewers repeatedly describe the CRM as flexible and highly customizable for commercial real estate workflows.Read 21 Oct 2026 · g2.com
Praise: support
G2 reviewers repeatedly praise the responsive, personal support and implementation help.Read 21 Oct 2026 · g2.com
Property matching
YesRead 20 Sep 2026 · ascendix.com
Rating on G2
4.3 out of 5 from 9 reviewsRead 21 Oct 2026 · g2.com
Rating on Salesforce AppExchange
4.88 out of 5 from 38 reviews for Ascendix Technologies’ Salesforce consulting listingRead 21 Oct 2026 · appexchange.salesforce.com
Rating on Software Advice
No reviews yet; the listing shows pricing from $79 to $129 per month and three plans.Read 21 Oct 2026 · softwareadvice.com
Rating on Trustpilot
0.0 out of 5 from 0 reviewsRead 21 Oct 2026 · trustpilot.com
Security model
Security documentation describes Salesforce sharing settings, profiles and permission sets for controlling record visibility and access.Read 21 Oct 2026 · help.ascendix.com
Stacking plans
Stacking-plan tools organize property and lease information and are included in the Enterprise tier.Read 21 Oct 2026 · ascendix.com
System limitation
AscendixRE is unsupported on Salesforce Essentials and Group editions, and some features may not work correctly in Salesforce Classic.Read 21 Oct 2026 · ascendix.helpjuice.com

Plans and prices

xRE Foundations $79 a month annually Lease, sale, property, listing, availability and capital-source tracking · CRE fields and reports · traditional CRM · Salesforce license Read 21 Oct 2026 · ascendix.com
xRE Enterprise $99 a month annually Foundations features · commission tracking · stacking plans · Concierge Service · Composer · Ascendix Search · up to 15 custom objects Read 21 Oct 2026 · ascendix.com
xRE AI Suite add-on Price not published Requires xRE Enterprise · Harvest email-to-CRM parsing · AI conversational agent · Composer AI · ChatGPT and Claude connector Read 20 Sep 2026 · ascendix.com
xRE Unlimited $129 a month flat rate Plan listed by Capterra; detailed limits were not shown Read 21 Oct 2026 · capterra.com
xRE Enterprise + AI Suite $138 a month annually Enterprise features · Harvest email parsing · AI Agent · Composer AI · ChatGPT and Claude connector · AI Suite starts at $39 per org Read 21 Oct 2026 · ascendix.com

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