AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

xRE CRM (Real Estate CRM)

CRM,Real Estate, Accounting, Property Management, Marketing, Sales

Overview

  • The most-comprehensive on-demand CRM solution for Commercial and Residential Real-Estate Developers

  • Best-in-class, next generation solution automating key business processes for Marketing, Finance and CRM

  • Property Listings, Bookings Management, Accounting/Ledger, Property Leasing, Broker Management and many more

REAL ESTATE MARKETING & SALES * Manage complete Marketing process from Campaign budgeting to execution. Track and measure ROI on all marketing activities * Capture leads from multiple channels including SMS, Email, Website, Others * Plan and track sales activities from enquiry to booking PROJECTS & BOOKINGS * Track Commercial and Residential Project information including property master, payment plans, brokers and brokerage information * Manage property bookings; track associated revenue, related Accounting (AR and AP) and brokerage payments * Property leasing including tenant contracts, payment dues etc * Alignment of property with Brokers & Agents and track the complete Sales Process * Profitability Analysis on Real Estate Projects with the ability to drill-down CUSTOMER SERVICE *Advanced Case Management features including escalations, automated responses (Emails, SMSs etc), email templates OTHER FEATURES * Mobile Access, SMS Marketing, Email Integration, Social Media Integration(Facebook, Twitter etc) * Configurable Workflows and Approval Processes, Exportable real-time Reports & Dashboards, Configurable security and access, Industry standard Web Services API

Categories

Business Needs
Sales
Industries
Real Estate
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package