CRM Features

  • Account management
  • Lead management
  • Contact management
  • Booking and leasing management
  • Post sales management
  • Broker management
  • Contracts and agreements
  • Customer service management
Operations and Processes

  • Sales forecasting
  • Einstein AI-powered recommendations & next best actions
  • Inventory management and analytical insights
  • Pre-sales management
  • Booking and leasing management
  • Post-sales management
  • Contracts and agreement management
  • Digital experience for partners and customers
  • Visitors and parking management
  • Process automation and integration capabilities with ERPs

  • Inventory analytics
  • Sales forecasting analytics
  • Booking and leasing analytics
  • Visitor and parking analytics
  • User-specific reports and dashboards

Why Choose EstateX?

  • Quick MVP - The low code approach supports easy and quick configurations as per business requirements and timely delivery of the MVP (Minimum Viable Product).
  • Improved Sales Process - With the adoption of EstateX, customers may create a sales process that supports quick business growth, as a unique CRM experience leads to a high customer satisfaction rate.
  • Process Automation - EstateX enables customers to eliminate manual processes. This minimizes the risk of mistakes, resulting in increased speed of operations and accuracy.
  • Sales Pipeline and Forecasting - EstateX, with its comprehensive reporting and AI capabilities, assists in obtaining reliable information for forecasting.
  • End-to-End 360° Solution for Business Units - A robust solution that serves multiple business units like Marketing, Sales, Inventory Management, Pre-Sales & Post-Sales, and Customer Service Management.
  • Inventory Management - EstateX helps you to monitor and maintain product inventory information at the most granular level and gives you the flexibility to temporarily reserve the inventory.
  • Powerful Reporting Capabilities - With AI-enabled, adaptable reports and dashboards that are constantly updated, you can gain real-time insights into your organization and manufacturing plant.
  • Digital Experience for Partners and Customers - Onboard your partners and customers through a digital experience, with features like self-service, AI-chatbots, etc.
  • Integration Capabilities - With ERPs (SAP, NetSuite, M3 Infor) and external systems, it is easy to differentiate your business and connect with customers and business partners faster.
Technologies Used

  • Salesforce Platform
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Custom Objects, Apex Triggers & Classes
  • Lightning Web Components
  • Lightning Flows
  • Reports & Dashboards
  • Salesforce Einstein
Installation Process

Powered by the Salesforce platform, EstateX can be installed as a managed and unmanaged package.

See it in Action