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EstateXpert: Your One Stop Solution to Real Estate Management

EstateXpert, a Salesforce native app, is a smart, user-centric application that has been carefully designed and developed keeping in mind the end users from the real estate industry. It is a powerful tool that helps the real estate agents, brokers, firms in addressing challenges of the real estate industry and enabling them to optimize their processes, improve efficiency, have time to build stronger customer relationships, and achieve more success.

Pain Points of Real Estate Professionals

The real estate business is complex; agents and brokers often struggle with the following challenges:

Overload Of Paperwork

There is extensive paperwork in terms of documentations, records, contracts, etc. Dealing with all of these is time-consuming and overwhelming.
Data Management

Managing all old and new data related to tracking leads, client information, property details, if not organized, can be a messy and daunting task.
Communication

It is challenging to coordinate and effectively communicate with various stakeholders at the same time which could lead to delays and potential misunderstandings.
Standardized Processes

Working in teams and with various stakeholders, it is difficult to ensure that everyone follows the same workflow and procedures, which could lead to errors or delays.

Solutions by EstateXpert

Centralized Data Management:

A unified platform has been designed to store all your data and information in one place, be it property details, leads and client information, or transaction records and documentations, making it easy to access required information.
Automated Lead Management

EstateXpert is designed to reduce manual data entry and follow-ups by automating the process of capturing leads from different sources and nurturing them.
Efficient Communication

Keeping in mind that communication is key, EstateXpert facilitates seamless and efficient communication by providing features such as text messaging, email integration, and WhatsApp communication, as well as custom integration solutions.
Streamlined Workflow

You can create and customize your own processes and automate tasks, ensuring a standardized and streamlined workflow across all the stakeholders.

Key Features and Benefits

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

Property and Listing Management

Efficient Property Listing: Easily create attractive and detailed listings for your properties, including photos, descriptions, and pricing. This helps you showcase properties effectively to potential buyers or renters.
Data Management and Security: Ensure that your property information is accurate and secure, building trust with your clients.
User-Friendly Interface: Provides a seamless user experience within the Salesforce environment, enabling administrators and brokers to manage properties with ease.

Reports and Dashboards

Data Visualization: Transforms complex data into easily understandable insights through customizable reports and dashboards.
Informed Decision-Making: Empowers users to make data-driven decisions based on clear and concise visual representations of information.

File Upload & Property Media Management

Media Organization: Easily manage property photos and videos, making it simple for clients to see what's available.
Third-Party Storage Integration: Integrates with third-party storage solutions, allowing users to access, collaborate on, and securely store files directly within the platform.
Centralized File Organization: Store all your important documents in one place, making it easy to access and share them with your team.

Advanced Property Search

Dynamic Filtering Options: Implements dynamic filtering capabilities, allowing users to refine search results based on a wide array of criteria.
Core Filter Categories: Provides essential filter categories such as property type, location, price, size, and amenities.
Advanced Filter Options: Offers advanced filter options, including property age, possession status, facing, floor, builder, and condition.
Custom Filter Creation: Enables users to create custom filters by selecting fields from listings and related objects.
Precise Search Results: Allows users to combine multiple filters to achieve highly specific and accurate search results.

Listing Manager

Provides tools and functionalities to efficiently manage property listings.

Automation

Automates tasks and processes, saving time and increasing overall efficiency.

Third-Party Integration

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

Marketing Tools

Email Marketing: Create and send professional-looking marketing emails to your clients, promoting properties and staying in touch. You can even track how well your emails are performing.
Automation Features: Includes time-saving automation capabilities, such as scheduling campaigns in advance and automating repetitive tasks.
Targeted Campaigns: Enables audience segmentation and personalized content delivery for maximum impact.
Performance Measurement: Provides detailed analytics and insights to track campaign performance and measure results.

Connecting with Online Platforms

Property Portal Integration: 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.

Other Helpful Features

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.