Build Smarter. Manage Better. Close Faster.
CRM, ERP, and AI solutions for real estate operators, property managers, construction firms, and installation businesses that need connected financials, project visibility, and modern tenant and client experiences.
Technology That Keeps Pace With Your Projects, Properties, and Tenants
Real estate and construction companies operate in complex, project-driven environments where margins depend on accurate job costing, billing, and cash flow. With so many moving parts across field teams, finance, and partners, even small gaps create costly inefficiencies.
Whether managing property portfolios, active construction projects, or field operations, you need systems that connect financials and operations in real time. This eliminates manual reconciliation and gives your team the control needed to execute with confidence.
We bring deep expertise across NetSuite and Salesforce, including job costing, billing, leasing, and service workflows, along with purpose-built solutions that improve accuracy, visibility, and operational efficiency.
“It’s definitely been a rewarding experience to be with people who are like-minded to ensure that not only are these projects successful, but our partnership is successful.”
–Don Laughlin, Director of Technology
TRUSTED BY
Recommended Solutions for Real Estate & Construction
Salesforce
CENTRALIZE YOUR PORTFOLIO
Sales Cloud for Real Estate
Manage properties, tenants, and deal pipelines in one system with automated workflows.
HANDLE REQUESTS FASTER
Service Cloud + Agentforce
Automate tenant inquiries and maintenance requests with AI-driven support.
ENABLE SELF-SERVICE
Experience Cloud
Give tenants access to portals for requests, documents, payments, and status tracking.
TARGET THE RIGHT AUDIENCE
Marketing Cloud Account Engagement
Segment and engage prospects and tenants with personalized, lifecycle-based campaigns.
CONNECT YOUR SYSTEMS
MuleSoft
Sync CRM, ERP, and property systems for real-time, accurate data across teams.
ORACLE NETSUITE
FULL ASSET VISIBILITY
Fixed Assets Management
Automate asset lifecycles, depreciation, and disposals for accurate, audit-ready books.
REAL-TIME COST VISIBILITY
WIP / CIP Accounting
Monitor project costs and automate tracking for work-in-progress and completed phases.
FASTER BILLING CYCLES
AIA Billing Automation
Automate AIA billing, change orders, and schedules of values to reduce errors and delays.
TOOLS THAT SCALE
FullClarity for NetSuite
Extend NetSuite with construction-specific features like estimating, job costing, and resource planning.
CONTROL YOUR PORTFOLIO
Rental and Lease Management
Monitor work-in-progress costs in real time for long-cycle and project-based production.
AUTOMATE RECONCILIATION
AR/AP Reconciliation Automation
Eliminate manual matching and speed up financial close with automated processes.
AI & Data
Proven Results, Real Impact
Customer Story
The Real Estate Board of NY: 130 Years of Excellence, Modernizing with Salesforce, Agentforce and Data 360
Customer Story
Building a Better Data Foundation: Acker-Stone’s Migration from Great Plains to NetSuite
Customer Story
Fueled for Growth: Generator Source’s Path to Doubling Revenue with Oracle NetSuite Field Service Management
Let’s build the technology foundation your properties and projects deserve.
Whether you’re automating AIA billing for your construction firm, consolidating financials across a real estate portfolio, professionalizing operations for PE sponsors, or deploying AI to give your team instant answers from your ERP data, Plative brings the industry expertise and proprietary IP to deliver.
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