EstateXpert
Solutions

EstateXpert

Your One Stop Solution to Real Estate Management

EstateXpert, a Salesforce native app, is a powerful tool designed for real estate professionals. It helps agents, brokers, and firms address industry challenges, optimize processes, improve efficiency, build stronger client relationships, and achieve greater success.

Key Features and Benefits

EstateXpert is packed with tools and features to help manage real estate smoothly and effectively.

Property and Listing Management

Easily create attractive and detailed listings for your properties. Ensure that your property information is accurate and secure, providing a seamless user experience within the Salesforce environment.

Reports and Dashboards

Transforms complex data into easily understandable insights through customizable reports and dashboards, empowering users to make data-driven decisions.

File Upload & Media Management

Easily manage property photos and videos. Integrates with third-party storage solutions, allowing users to access, collaborate on, and securely store files directly within the platform.

Advanced Property Search

Implements dynamic filtering capabilities, allowing users to refine search results based on a wide array of criteria including price, size, amenities, floor, possession status, and more.

Listing Manager

Provides robust tools and functionalities to efficiently manage property listings across various channels.

Automation

Automates repetitive tasks and processes, saving valuable time and significantly increasing overall efficiency.

Third-Party Integration

Supports seamless integration with various third-party applications to extend functionality and create a more connected ecosystem.

Marketing Tools

Create and send professional-looking marketing emails, schedule campaigns in advance, automate repetitive tasks, and target specific audience segments.

Connecting with Online Platforms

Easily share your property listings on popular websites like Property Finder and Zoopla, increasing your reach to potential buyers or renters.

Control Center

Provides a centralized dashboard for users to manage integrations, marketing campaigns, and other features, ensuring seamless coordination.

EstateXpert Features

Other Helpful Features

Beyond core property management, EstateXpert offers additional tools to streamline your day-to-day operations and improve client interactions.

PDF Generation

Automatically create professional-looking property reports in PDF format, making it easy to share information with clients.

Social Media Integration

Connect with potential clients on social media platforms like Facebook and Instagram, expanding your marketing efforts.

Support System

Get easy access to support if you have any questions or issues with the software.

WhatsApp Integration

Effortless communication using WhatsApp on the application. Enhance communication by using features like AI smart responses, broadcast, create marketing campaigns, and more.

Transforming Real Estate Challenges into Solutions

See how EstateXpert directly addresses the most common pain points for real estate professionals.

The Challenges

  • Overload Of Paperwork

    Extensive documentation and contracts make dealing with records time-consuming and overwhelming.

  • Data Management

    Managing scattered data for leads, clients, and properties can become a messy and daunting task.

  • Communication

    Coordinating with various stakeholders often leads to delays and potential misunderstandings.

  • Standardized Processes

    Without unified workflows, it is difficult to ensure teams follow the same procedures, leading to errors.

EstateXpert Solutions

  • Centralized Data Management

    Store all your property, client, and transaction data in one unified, easily accessible platform.

  • Automated Lead Management

    Reduce manual data entry by automatically capturing and nurturing leads from various sources.

  • Efficient Communication

    Facilitate seamless communication with integrated texting, email, and automated WhatsApp messaging.

  • Streamlined Workflow

    Customize and automate tasks to ensure a standardized, error-free workflow across all stakeholders.

Why Choose EstateXpert

Why Choose EstateXpert for Property Management?

Managing real estate portfolios is complex. We built EstateXpert to give you the operational visibility you need to focus on what actually matters—closing deals and retaining clients.

From lead generation to contract signing, track everything. EstateXpert puts property listings, tenant communications, and financial milestones onto a unified Salesforce dashboard.

Update a listing once and watch it automatically syndicate across marketing portals like Zoopla and Property Finder. Integration means you never duplicate data entry again.

Whether it's email drip campaigns, automated property alerts, or seamless WhatsApp integrations, ensure every lead receives a prompt, personalized touch point.

Powered by Salesforce, EstateXpert ensures client information and contract documents are shielded by world-class compliance and security benchmarks out of the box.

Ready to transform your real estate management?

Achieve unparalleled efficiency with EstateXpert. Contact us today for a personalized demo and discover how EstateXpert can revolutionize your workflows and drive success.

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Ready to transform your real estate management?