Estate360: portfolio, buyer matching, showings
The industry solution for real estate offices: portfolio management, automatic matching with buyer requests and the showing calendar.
Tabs#
Estate360: Home, Portfolio, Buyer Requests, Showings.
Portfolio#
- Every listing is a numbered portfolio record: type (sale/rent), location, size, rooms, price, status.
- The owner links to the Account/Contact base; photos and documents go on the files card.
Buyer requests and matching#
- A buyer request holds the seeker's criteria: budget range, area, type, room count.
- The Match Opportunities section on the home page automatically compares your portfolio with buyer requests and lists listing-buyer pairs that meet the criteria.
- Create a showing appointment from a match in a single step.
Showings#
- A showing record: portfolio + buyer + date/time + outcome note.
- Upcoming Showings are listed on the home page; the outcome (liked it, made an offer, no fit) is written to the record.
Office management#
KPI cards show active portfolio, open buyer requests and this week's showings. Reports give price and conversion analysis by area.
Enabling it and the package#
Estate360 is enabled from the Marketplace as an industry solution (250 € per month, per organization). Click its card and press Enable: there is no install, download or waiting, the app opens within seconds. The price is per organization rather than per user, and billing is annual (see Pricing).
Where does it appear once enabled?
| Where | What you see |
|---|---|
| App launcher | A Estate360 tile in the grid menu at the top left; this is how you move between apps |
| Tab bar | Home, Accounts, Contacts, Tasks, Calendar, Listings, Buyer Leads, Viewings, Files, Reports, Dashboards |
| App home page | Today Panel, Object Inventory, Watch List, Match Opportunities and Add-on Settings |
| Objects | The Listing, Buyer Lead and Viewing objects open up. In the Object Manager you can add your own fields and picklists to them |
| Reports and dashboards | The new objects join the object list in the Report Builder, and standard reports and dashboards open from the app's last tabs |
| Automation | The flow canvas, scheduled flows, validation and assignment rules can now select these objects |
| Search, data and access | The new objects appear in global search results, in import and export screens and in the sharing rules list |
| Page layouts | This app's home page joins the list under Setup > Page Layouts: you can hide sections or reorder them |
| Settings | Managed from the Add-on Settings card on the home page (matching tolerances, office parameters). |
| Contact record page | Buyer prospects link to the Contact record; related leads and viewings are visible from it |
What happens if you turn it off?
Turning it off is also one click in the Marketplace. Tabs, records, report and search results disappear, and object pickers are filtered too, so the team cannot accidentally pick an object from a disabled app. Data is not deleted, it goes to sleep: when you enable the app again every record comes back exactly as you left it.