Migrate your AscendixRE data
Salesforce-native commercial real estate CRM with deep CRE objects (Properties, Listings, Leases, Deals) and stacking plan modules. Mid-market brokers love its flexibility; migration means moving in and out of the underlying Salesforce org.
In its favor
Why people choose AscendixRE
The signal that keeps AscendixRE on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Salesforce foundation gives large CRE teams confidence in security, scalability, and admin tooling that standalone CRE CRMs cannot match.
Pre-built CRE objects for Properties, Listings, Leases, Deals, and Availabilities reduce initial configuration time compared to building from a generic CRM.
Ascendix Search enables fast mass exports and bulk record operations that native Salesforce requires complex tooling to perform.
Stacking plan visualization and commission tracking modules serve broker-specific workflows that general-purpose CRMs do not address.
Concierge onboarding support provides a named contact for implementation questions, reducing the reliance on internal admin resources.
Annual billing requirement locks customers into a contract before fully evaluating whether the platform fits their deal volume and team size.
The stacking plans and commission modules are powerful but require ongoing configuration maintenance that smaller teams with limited admin capacity struggle to sustain.
Salesforce underneath means the product inherits Salesforce's complexity — field-level permissions, page layouts, and automation rules create a steep learning curve for new brokers.
Reporting within AscendixRE requires Salesforce knowledge; teams accustomed to simpler CRMs find it difficult to build custom reports without consultant help.
Mailchimp integration covers basic email marketing but lacks advanced segmentation, making the platform insufficient for firms with sophisticated demand-generation programs.
Reasons to switch
Why people leave AscendixRE
The recurring reasons buyers give for replacing AscendixRE. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where AscendixRE fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
AscendixRE pricing overview
AscendixRE is priced at $79/user/month for Foundations and $99/user/month for Enterprise, both billed annually. A Salesforce license is bundled into both tiers, so there is no separate Salesforce licensing fee to account for. The annual billing requirement means customers effectively pay for 12 months upfront, and no month-to-month pricing is publicly listed.
xRE Foundations
Tier 1 of 2
$79/user/month (billed annually)
What's included
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What gets migrated
AscendixRE object support
Object-by-object support for AscendixRE migrations. Per-pair details surface during scoping.
Properties
Fully supportedCore CRE object in AscendixRE. Standard Salesforce custom object with pre-built CRE fields for address, zoning, square footage, and type. We migrate Properties 1:1 as custom objects with all standard fields intact.
Listings
Fully supportedActive or historical property listings tied to Properties. Listings carry status flags (Active, Pending, Sold), pricing fields, and listing-agent lookups. We preserve all listing records and their status history.
Leases
Fully supportedLease records linked to Properties and Accounts. Contains lease term dates, rent schedules, tenant information, and renewal status. We map lease objects directly and preserve the Property and Account lookups in the target system.
Deals
Fully supportedDeals represent active transaction opportunities in a pipeline. AscendixRE uses standard Salesforce Opportunity with CRE-specific fields. We preserve Deal name, stage, amount, close date, and pipeline-stage history.
Availabilities
Fully supportedVacant units or spaces within a Property. Each Availability links to a parent Property and includes sq ft, floor, and lease-type fields. We migrate Availabilities as line items or sub-objects depending on the destination schema.
Contacts
Fully supportedStandard Salesforce Contact object. Includes broker, tenant, landlord, and buyer contact roles. We migrate Contacts with role-based custom fields intact and preserve relationships to Accounts.
Accounts
Fully supportedStandard Salesforce Account object representing landlords, buyers, tenants, and capital sources. We migrate Accounts 1:1 with all associated custom properties.
Stacking Plans
Mapping requiredAscendixRE-specific visual layout module for multi-tenant buildings. Stacking plans are stored as related records or custom components. We export the underlying unit-level data but rebuilding the visual stacking plan layout in a non-Salesforce destination requires manual reconfiguration or a comparable visualization tool.
Commission Records
Mapping requiredCommission calculations are stored as custom objects tied to Deals. The field names and calculation logic vary by org configuration. We export the records but the commission formula fields may need re-establishment in the target CRM.
Custom Objects (up to 20)
Mapping requiredEnterprise tier supports up to 20 custom Salesforce objects. Any non-standard CRE objects beyond Properties, Listings, Leases, Availabilities, and Deals require field-level mapping. We audit custom object schemas before migration and flag any with unsupported field types.
Activities/Tasks
Fully supportedStandard Salesforce Task and Event objects for follow-ups, calls, and meetings. We migrate open and historical activities linked to Contacts, Accounts, and Deals.
Attachments
Mapping requiredDocuments attached to Properties, Listings, Deals, or Contacts via Salesforce Files or Attachments. Large attachment volumes may hit Salesforce storage limits during export. We flag oversized file sets for separate bulk-transfer handling.
Mailchimp Lists
Not in this platformMailchimp integration syncs contact lists for email marketing from within AscendixRE. This integration lives in Mailchimp, not in Salesforce. We do not migrate Mailchimp list configurations; customers must reconfigure email campaigns in the target marketing platform.
| Object | Support | Notes |
|---|---|---|
| Properties | Fully supported | Core CRE object in AscendixRE. Standard Salesforce custom object with pre-built CRE fields for address, zoning, square footage, and type. We migrate Properties 1:1 as custom objects with all standard fields intact. |
| Listings | Fully supported | Active or historical property listings tied to Properties. Listings carry status flags (Active, Pending, Sold), pricing fields, and listing-agent lookups. We preserve all listing records and their status history. |
| Leases | Fully supported | Lease records linked to Properties and Accounts. Contains lease term dates, rent schedules, tenant information, and renewal status. We map lease objects directly and preserve the Property and Account lookups in the target system. |
| Deals | Fully supported | Deals represent active transaction opportunities in a pipeline. AscendixRE uses standard Salesforce Opportunity with CRE-specific fields. We preserve Deal name, stage, amount, close date, and pipeline-stage history. |
| Availabilities | Fully supported | Vacant units or spaces within a Property. Each Availability links to a parent Property and includes sq ft, floor, and lease-type fields. We migrate Availabilities as line items or sub-objects depending on the destination schema. |
| Contacts | Fully supported | Standard Salesforce Contact object. Includes broker, tenant, landlord, and buyer contact roles. We migrate Contacts with role-based custom fields intact and preserve relationships to Accounts. |
| Accounts | Fully supported | Standard Salesforce Account object representing landlords, buyers, tenants, and capital sources. We migrate Accounts 1:1 with all associated custom properties. |
| Stacking Plans | Mapping required | AscendixRE-specific visual layout module for multi-tenant buildings. Stacking plans are stored as related records or custom components. We export the underlying unit-level data but rebuilding the visual stacking plan layout in a non-Salesforce destination requires manual reconfiguration or a comparable visualization tool. |
| Commission Records | Mapping required | Commission calculations are stored as custom objects tied to Deals. The field names and calculation logic vary by org configuration. We export the records but the commission formula fields may need re-establishment in the target CRM. |
| Custom Objects (up to 20) | Mapping required | Enterprise tier supports up to 20 custom Salesforce objects. Any non-standard CRE objects beyond Properties, Listings, Leases, Availabilities, and Deals require field-level mapping. We audit custom object schemas before migration and flag any with unsupported field types. |
| Activities/Tasks | Fully supported | Standard Salesforce Task and Event objects for follow-ups, calls, and meetings. We migrate open and historical activities linked to Contacts, Accounts, and Deals. |
| Attachments | Mapping required | Documents attached to Properties, Listings, Deals, or Contacts via Salesforce Files or Attachments. Large attachment volumes may hit Salesforce storage limits during export. We flag oversized file sets for separate bulk-transfer handling. |
| Mailchimp Lists | Not in this platform | Mailchimp integration syncs contact lists for email marketing from within AscendixRE. This integration lives in Mailchimp, not in Salesforce. We do not migrate Mailchimp list configurations; customers must reconfigure email campaigns in the target marketing platform. |
Gotchas
What to watch for in AscendixRE migrations
Issues we've hit on past AscendixRE migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Annual billing with no published monthly option
Stacking plan visual data does not migrate as a rendered layout
Mailchimp list membership lives outside Salesforce
Custom object schema varies by org and requires pre-migration audit
Bulk export cap of 50,000 records per admin-defined action
| Severity | Issue |
|---|---|
| High | Annual billing with no published monthly option |
| Medium | Stacking plan visual data does not migrate as a rendered layout |
| Medium | Mailchimp list membership lives outside Salesforce |
| Medium | Custom object schema varies by org and requires pre-migration audit |
| Low | Bulk export cap of 50,000 records per admin-defined action |
Leaving AscendixRE?
Where AscendixRE customers move next
12 destinations AscendixRE can migrate to.
How a AscendixRE migration works
Four steps, AscendixRE-specific
Connect
OAuth 2.0 (Salesforce standard) into AscendixRE. Scopes limited to read-only on the data we move.
Map
We translate AscendixRE-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate AscendixRE quirks before production.
Migrate
Full migration with AscendixRE rate-limit handling. Rollback available throughout.
FAQ
AscendixRE migration FAQ
Answers to the questions buyers ask most during AscendixRE migration scoping. Not seeing yours? Book a call.
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Migrate AscendixRE.
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Free scoping call with a migration engineer. Tell us about your AscendixRE setup and destination — written quote back within a business day.