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EstateXpert – Real Estate Property-Listing & Agent Management

Capture & convert every lead from inquiry to close, effortlessly.

Overview

EstateXpert is your all-in-one real estate solution on Salesforce. Manage listings, track leads, run targeted campaigns, and publish properties to portals with ease. Streamline operations, boost exposure, and focus on closing deals effortlessly.

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  • ➔ ADVANCED PROPERTY SEARCH Instantly find the perfect property. Apply dynamic filters for any client need, from amenities to bedrooms. Use our intuitive list, tile, and map views to pinpoint exact matches and effortlessly plan client tours.

  • ➔ 360° DEAL MANAGEMENT Manage your entire business from one interface. Get a complete overview of every lead, listing, and deal. Brokers can track team performance at a glance, while agents can monitor a client’s entire journey from inquiry to contract.

  • ➔ DATA-DRIVEN BROKERAGE INSIGHTS Lead your brokerage with data, not guesswork. Dashboards instantly reveal top agents, profitable lead sources, and hidden opportunities. Transforms daily activities into a powerful business to build a scalable business.

  • ➔ MULTI-CHANNEL LISTING SYNDICATION You can maximize your listing's visibility with one click. Instantly syndicate your properties to major real estate portals and schedule eye-catching posts for social media.

  • ➔ TARGETED MARKETING LISTS You can go beyond generic email blasts. Filter properties by specific criteria & save the results as a targeted list. Send curated property collections to niche buyer groups, dramatically boosting engagement and closing rates.

  • ➔ DYANAMIC Document Generation Ensure every document is polished and perfectly on-brand. Our intuitive Template Builder empowers you to create and customize all business documents, including contracts, listing PDFs, and client emails.

EstateXpert is the ultimate Salesforce-powered real estate solution designed for brokers and agencies to simplify operations, boost productivity, and close deals faster. Manage property listings in a centralized system, publish them to leading portals with a single click, and maximize visibility to attract qualified buyers. Effortlessly track leads and contacts with Salesforce-native automation, nurture relationships, and execute personalized marketing campaigns that drive higher conversions. Integrated storage keeps property files, images, and client documents organized and accessible, while built-in document generation makes it easy to create contracts, proposals, and reports in minutes. Powerful dashboards deliver actionable insights, and collaboration tools keep your team aligned. Built 100% on Salesforce, EstateXpert ensures trusted security, scalability, and flexibility. Tailored exclusively for real estate professionals, it streamlines workflows, reduces manual work, and empowers you to focus on building relationships and closing more deals.

Categories

Business Needs
Sales
Marketing
Industries
Engineering, Construction, & Real Estate
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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