Salesforce
Prioritise this if…
A group standardising several business lines on one CRM with an established configuration governance process.
Palank vs Salesforce.
Open the property. Move to the next mandate.
Salesforce Sales Cloud manages sales and offers automation and AI agents. With Palank, work directly on properties, mandates and property requirements. Prospect with market data and get documents signed on site, in one subscription.
Get your data into Palank within 48 hours.THE COMPARISON
Prospect. Prepare. Get it signed.
B2B prospecting, property matching, viewings and mandates: from the first call to signing.
| What you compare | Palank● Field CRM for commercial real estate All-in-one · One subscription | Salesforce General-purpose sales CRM |
|---|---|---|
| Starting point | Find properties, owners, occupiers and mandates before every call. | Sales Cloud platform for cross-industry sales workflows. |
| AI & automation | Dictate viewing notes. Records updated, report and follow-ups ready. | AI agents and automation featured in Sales Cloud. |
| Property data model | CRM and market data together. Prospect and sign with one subscription. | Assess your configuration and partner solutions. |
| Data migration | Get your data into Palank within 48 hours. | Confirm timing and support with the vendor. |
| Scope & pricing | Prospect and sign with one subscription. Everything included. | Check your subscription, options and current terms. |
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Salesforce
The strength to remember
A cross-industry sales platform with sales-cycle management, automation and AI agents.
PALANK
Take the next action
Open the property’s deal file. Find the mandate, occupier requirements, viewings and next calls.
THE RIGHT CHOICE DEPENDS ON YOU
Which tool fits your agency?
PALANK
Choose Palank if…
You want to manage commercial real estate deals in a tool already built around properties, mandates and viewings.
THE FIELD TEST
Test it with your next deal.
A group needs several locations and multiple companies are involved. Connect companies, contacts, sites, proposed properties and decisions. Measure both setup work and the consultant’s daily steps.
Evaluation scenario proposed by Palank. This is not a customer result or a completed product test.
- 01
Bring a real deal
Choose a property, the occupier’s requirement and your latest viewing notes.
- 02
Follow a change
Change a rent or search criterion. See what updates and what Palank prepares.
- 03
Approve the next action
Review the report or follow-up, approve sending and find the next step in the deal file.
THE TRANSITION
Get your data into Palank within 48 hours.
Leave the migration to us. Within 48 hours, your properties, companies, contacts, mandates and requirements are in Palank. Pick up your deals without rebuilding records.
Our team checks your data and the relationships between deal files with you.
FAQ
Questions before you choose.
Can Salesforce be adapted to commercial real estate?
The platform can form part of a real estate CRM project. Assess the chosen configuration, partner solutions and required connections. Compare that complete solution, including administration, rather than assuming Salesforce lacks automation.
How should you compare Palank and Salesforce costs?
Prospect, prepare contracts and get them signed on site. Market data, signals, the legal register and every deal tool are included in your subscription. Request pricing for your team.
How quickly will our data be migrated?
Leave the migration to us. Within 48 hours, your properties, companies, contacts, mandates and requirements are in Palank. Pick up your deals without rebuilding records. Our team checks your data and the relationships between deal files with you.
What should you test before choosing?
A group needs several locations and multiple companies are involved. Connect companies, contacts, sites, proposed properties and decisions. Measure both setup work and the consultant’s daily steps.
SOURCES & METHOD
Comparisons you can verify.
An editorial comparison published by Palank, an interested party, based on official pages and usage feedback shared with our team. No complete hands-on evaluation of these products is claimed. Recommendations and scenarios are our analysis. An undocumented feature is not treated as an absent feature.
Sources consulted on .
Palank: product, use cases and scope
- Salesforce — Sales Cloud
Features, prices and terms may change. Confirm scope and commitments with each vendor before choosing. Trademarks belong to their respective owners; no partnership is implied.
These English pages are for international teams evaluating operations in France. They do not establish legal coverage or product availability in other countries.
Suggest a correctionPALANK
Bring a deal. See Palank at work.
Bring a property, a requirement or a mandate. In 30 minutes, see how to prepare the next call, document and signing in Palank.
See Palank with my deal