EstateXpert — All-in-One CRM for Real Estate Brokers
EstateXpert is a Salesforce-powered real estate CRM that gives brokers a single platform
to manage property listings, leads, site visits, marketing campaigns, and client
communication. From the first inquiry to the signed contract, every step of the deal
lifecycle is tracked, automated, and reported in real time.
Why Choose EstateXpert?
EstateXpert is built natively on Salesforce — the world's most trusted CRM platform.
All data lives inside your own Salesforce org; nothing is routed through third-party
servers. You get enterprise-grade security (ISO & SOC-2 compliant), a familiar
interface your team already knows, and unlimited scalability as your brokerage grows.
Unlike generic CRMs, EstateXpert is purpose-built for real estate: portal syndication,
commission tracking, viewing schedulers, and AI-driven property-to-lead matching are
built in, not bolted on. Most teams are fully operational within days of onboarding.
Core Features
EstateXpert covers the full brokerage workflow from a single, unified dashboard.
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Property Listing Management — Create, manage, and syndicate listings
to Bayut, Property Finder, Dubizzle, and other portals in one click.
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Lead Capture & Management — Automatically capture leads from your
website, property portals, and paid ad campaigns into a centralised dashboard.
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Automated Lead Assignment — Route and assign incoming leads to the
right agent based on area, project, or availability rules.
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Sales Pipeline & Deal Tracking — Visualise every deal from initial
inquiry through negotiation to contract signing and handover.
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Property Viewing Scheduler — Book site visits, send automated reminders
to clients and agents, and log outcomes against the lead record.
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Offer & Contract Management — Track offers, counter-offers, and
contracts linked directly to the lead and property records.
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Commission Calculation — Automate broker commission splits, approvals,
and reporting so finance always has accurate numbers.
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Automated Follow-Ups — Trigger personalised WhatsApp, email, and SMS
sequences based on lead status or time elapsed so no lead goes cold.
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Marketing Campaign Automation — Run targeted email and social media
campaigns from inside the CRM with built-in templates.
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AI-Based Property Recommendations — Match the right properties to the
right leads automatically using AI insights.
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Real-Time Reports & Analytics — Monitor team performance,
conversion rates, portal ROI, and revenue through live dashboards.
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Multi-Portal Integration — Push listings and pull leads from all major
UAE property portals without manual data entry.
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Role-Based Access & Team Management — Control permissions at the
agent, manager, and admin level across your entire organisation.
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Cloud Document & Media Storage — Store property photos, floor plans,
contracts, and NOC documents in the cloud, linked to the relevant record.
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Client Communication & Bulk Broadcasting — Send mass WhatsApp or
email campaigns to segmented contact lists with delivery tracking.
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24/7 Customer Support — Dedicated onboarding assistance and ongoing
support to keep your team productive.
Getting Started with EstateXpert
Most brokerages are fully live within a few business days:
- Book a personalised demo so we can understand your brokerage's workflow and team size.
- We configure EstateXpert inside your Salesforce org — no code, no migration headaches.
- Connect your property portals, WhatsApp Business number, and marketing channels.
- Your team completes a guided onboarding session and goes live with full support.
Book your free demo and see EstateXpert
in action with your own listings and data.
About EstateXpert
EstateXpert is a product of MV Clouds,
a certified Salesforce partner with over 11 years of enterprise CRM experience.
Headquartered in Ahmedabad, India, with a presence in Dubai, MV Clouds specialises in
Salesforce implementation, custom development, and ISV product engineering. EstateXpert
is MV Clouds' flagship real estate product, combining deep Salesforce expertise with the
operational needs of modern property brokerages.