Migrate your Real Intelligence data
Relationship-intelligence CRM platform for sales teams managing complex accounts, deals, and customer interactions across multi-stage pipelines.
In its favor
Why people choose Real Intelligence
The signal that keeps Real Intelligence on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Salesforce ISV/OEM partner status (per vendor's About page) means Real Properties and Real Events deploy into a customer's existing Salesforce tenant, preserving identity, security, and reporting infrastructure rather than introducing a parallel CRM.
Native CAD floor plan integration via Real Floorplan adds real-time, building-aware status views inside Salesforce — useful for facilities and property teams managing complex sites at scale.
Reference customers include Columbia University, Coldwell Banker, Alain Pinel, and Intero per vendor case studies, providing credibility for enterprise procurement.
Multi-product family (Real Properties, Real Events, Real Products, Real Bots) lets customers add property, event, and AI-voice capabilities incrementally on a single Salesforce footprint.
Locations in Silicon Valley, Las Vegas, London, and Japan per vendor About page provide multi-region implementation support compared to single-region Salesforce ISVs.
Hard dependency on Salesforce — teams without Salesforce licences cannot use any Real Intelligence product, forcing a separate Salesforce purchase before adoption.
Pricing is fully sales-led with no public tiers — Real Intelligence directs visitors to 'book a FREE strategy call' for any pricing inquiry.
Smaller ISV scale compared to top-tier Salesforce ISVs means fewer trained implementation partners outside the vendor's four-city footprint.
Real Bots and broader AI voice assistant capability is newer than the property/event modules, so feature maturity varies across the product family.
Layered AppExchange + ISV/OEM licensing creates procurement complexity for buyers who must reconcile Salesforce licence costs with the Real Intelligence subscription.
Reasons to switch
Why people leave Real Intelligence
The recurring reasons buyers give for replacing Real Intelligence. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Real Intelligence 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
Real Intelligence pricing overview
Real Intelligence does not publish pricing on its public website or AppExchange listing. The vendor directs prospects to 'book a FREE strategy call' for quotes. Pricing is sales-led and scales with the Real Intelligence product line(s) adopted (Real Properties, Real Events, Real Products, Real Bots), number of Salesforce users, and any implementation services. Customers must also separately purchase Salesforce Enterprise Edition or higher to host the ISV apps.
Custom (sales-led, AppExchange ISV)
Tier 1 of 1
Not publicly published — vendor offers 'free strategy call' as entry point
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Real Intelligence's schedule — see our quote-based pricing →
What gets migrated
Real Intelligence object support
Object-by-object support for Real Intelligence migrations. Per-pair details surface during scoping.
Contacts
Fully supportedSalesforce-native Contacts are preserved as the underlying Salesforce org's Contact object. Real Properties and Real Events extend Contact with custom property and event-specific fields. We map Contacts 1:1 and migrate the extended custom fields as schema.
Accounts (Companies)
Fully supportedSalesforce-native Accounts representing tenant companies, brokerages, or event sponsors. Migration preserves Account hierarchies and Real Properties-linked Property/Facility children.
Deals (Opportunities)
Fully supportedSalesforce Opportunities tracking lease deals, property transactions, or event bookings. Stage transitions and amount fields export via the standard Salesforce API and re-create cleanly in the destination.
Properties (Real Properties)
Mapping requiredReal Properties adds custom Property objects with building, lease, and floor-plan metadata. We export the custom object schema, related Tenant and Lease records, and any linked CAD/floor-plan references; destination platforms without a Property object require explicit custom-object creation before import.
Facilities and Floor Plans
Mapping requiredFloor plan data is CAD-based and surfaced through Real Floorplan. Binary CAD files are stored as Salesforce Attachments or Files; we migrate the file blobs separately and re-link them to destination property records.
Move Requests
Mapping requiredMove requests are custom Salesforce records tied to Properties and Facilities. We export the workflow state, approval chain, and assignment data; destination workflow engines must be reconfigured to replicate Real Properties' approval logic.
Events and Registrations
Mapping requiredReal Events extends Salesforce with Event, Session, Attendee, and Ticket objects. We migrate the full event-to-attendee graph; QR code identifiers from the MyQR app re-issue on the destination platform.
Activities
Fully supportedSalesforce-native Tasks and Events (calendar activities) attach to all parent records. We preserve activity timelines with timestamps and assigned-user attribution.
Custom Fields
Mapping requiredEach Real Intelligence product adds its own custom fields on standard and custom Salesforce objects. We inventory all active custom fields during scoping and map them to destination equivalents or create new custom properties.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Salesforce-native Contacts are preserved as the underlying Salesforce org's Contact object. Real Properties and Real Events extend Contact with custom property and event-specific fields. We map Contacts 1:1 and migrate the extended custom fields as schema. |
| Accounts (Companies) | Fully supported | Salesforce-native Accounts representing tenant companies, brokerages, or event sponsors. Migration preserves Account hierarchies and Real Properties-linked Property/Facility children. |
| Deals (Opportunities) | Fully supported | Salesforce Opportunities tracking lease deals, property transactions, or event bookings. Stage transitions and amount fields export via the standard Salesforce API and re-create cleanly in the destination. |
| Properties (Real Properties) | Mapping required | Real Properties adds custom Property objects with building, lease, and floor-plan metadata. We export the custom object schema, related Tenant and Lease records, and any linked CAD/floor-plan references; destination platforms without a Property object require explicit custom-object creation before import. |
| Facilities and Floor Plans | Mapping required | Floor plan data is CAD-based and surfaced through Real Floorplan. Binary CAD files are stored as Salesforce Attachments or Files; we migrate the file blobs separately and re-link them to destination property records. |
| Move Requests | Mapping required | Move requests are custom Salesforce records tied to Properties and Facilities. We export the workflow state, approval chain, and assignment data; destination workflow engines must be reconfigured to replicate Real Properties' approval logic. |
| Events and Registrations | Mapping required | Real Events extends Salesforce with Event, Session, Attendee, and Ticket objects. We migrate the full event-to-attendee graph; QR code identifiers from the MyQR app re-issue on the destination platform. |
| Activities | Fully supported | Salesforce-native Tasks and Events (calendar activities) attach to all parent records. We preserve activity timelines with timestamps and assigned-user attribution. |
| Custom Fields | Mapping required | Each Real Intelligence product adds its own custom fields on standard and custom Salesforce objects. We inventory all active custom fields during scoping and map them to destination equivalents or create new custom properties. |
Gotchas
What to watch for in Real Intelligence migrations
Issues we've hit on past Real Intelligence migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Salesforce dependency is a hard prerequisite for any Real Intelligence product
Custom CAD floor plan files require separate binary migration
Real Bots AI voice agent state is not exportable
MyQR app QR codes are tied to vendor infrastructure
Real Events QR scanner integration requires Salesforce mobile app or vendor-issued device
| Severity | Issue |
|---|---|
| High | Salesforce dependency is a hard prerequisite for any Real Intelligence product |
| High | Custom CAD floor plan files require separate binary migration |
| Medium | Real Bots AI voice agent state is not exportable |
| Medium | MyQR app QR codes are tied to vendor infrastructure |
| Low | Real Events QR scanner integration requires Salesforce mobile app or vendor-issued device |
Leaving Real Intelligence?
Where Real Intelligence customers move next
12 destinations Real Intelligence can migrate to.
How a Real Intelligence migration works
Four steps, Real Intelligence-specific
Connect
Salesforce-native authentication (OAuth 2.0). Real Intelligence apps run inside Salesforce, so API access uses Salesforce's standard OAuth 2.0, JWT bearer, or session-based authentication. into Real Intelligence. Scopes limited to read-only on the data we move.
Map
We translate Real Intelligence-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Real Intelligence quirks before production.
Migrate
Full migration with Real Intelligence rate-limit handling. Rollback available throughout.
FAQ
Real Intelligence migration FAQ
Answers to the questions buyers ask most during Real Intelligence migration scoping. Not seeing yours? Book a call.
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