CrediFi, a fintech and commercial real estate finance platform, announced on Wednesday the launch of its new solution that streams CrediFi data into customer relationship management platform, Salesforce. While sharing details about the new solution, CrediFi CEO, Ely Razin, stated:
“Anyone invested in CRE is invested in relationships. You have to stay current with clients AND find new ones. It takes a huge chunk of the day to ensure you know the latest moves by clients and finding new prospects. Properties change hands, loans get refied and strategies shift. If you’re not on top of your client’s latest moves, someone else will be. CrediFi for Salesforce was built so you can discover new opportunities and know portfolio changes as they happen; all in your Salesforce account.”
Michael Helpern, CrediFi’s new head of strategy, went on to add:
“Any CRE player is far too familiar with the headache of downloading, uploading, managing and organizing batches of data. CrediFi for Salesforce is the antidote for that, and simply enables you to focus on bringing in revenue.”
The news of CrediFi for Salesforce comes less than six months after CrediFi secured $13 million during its Series B funding round.
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Reg A - Form 1-A Filings Beta
Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.
YTD: Jan 1, 2026 - Oct 26, 2026 vs Jan 1, 2025 - Oct 26, 2025
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Number of Filings131Prior 126 +4.0%
Target Raise, Total$3.40BPrior $3.54B -3.9%
This YTD
Year prior
Change
Filings
131
126
+4.0%
Target raise
$3.40B
$3.54B
-3.9%
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“Anyone invested in CRE is invested in relationships. You have to stay current with clients AND find new ones. It takes a huge chunk of the day to ensure you know the latest moves by clients and finding new prospects. Properties change hands, loans get refied and strategies shift. If you’re not on top of your client’s latest moves, someone else will be. CrediFi for Salesforce was built so you can discover new opportunities and know portfolio changes as they happen; all in your Salesforce account.”
