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In-depth guides for REDA — the Salesforce-native platform that runs the full real estate lifecycle and its global financials on one data model: CRM, leasing, billing, property management, accounting, native AI agents, WhatsApp, SMS, Messenger and Instagram messaging, and card and bank payments. Step-by-step walkthroughs, admin how-tos, and release notes for every module.
Browse by product
Every guide is written for admins and everyday users — no code required. Explore each product below, or jump straight to a popular guide.
Real estate operating system
Property & portfolio management, CRM and leasing, billing, maintenance, community operations — the full lifecycle on one platform.
Global financial ERP
General ledger, payables, receivables, banking, budgets, fixed assets, and tax — multi-entity and multi-currency, built for global operations.
AI agents, native on Salesforce
Deploy copilots for your team, autonomous agents for your processes, and external agents for your customers — configured, not coded.
Conversational channels, native on Salesforce
WhatsApp, SMS, Messenger and Instagram conversations against any object — a unified agent inbox, merge-field templates, guided chat scripts, bulk sends, and opt-in/opt-out handling.
Payments, native on Salesforce
Card and bank-account payments, payouts, payment links, portal autopay and recurring payments inside Salesforce, processed by Payload — fees, branding and controls per processing account, and deposits reconciled against your statements.
Latest releases
Verified release notes for every REDA app, in one place.
Connect Facebook Messenger and Instagram to Salesforce alongside WhatsApp and SMS, with guided Meta setup, custom-object matching and an illustrated upgrade checklist.
Connect selected REDA AI agents through MCP, resume conversations consistently, review clearer actions and report the processing tier actually billed.
Electronic invoicing to tax authorities, with a scheduled status poll and a per-invoice opt-out. Orgs upgrading into this version must add the Ready to Send status value by hand before it can run.
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