Mobile sales execution for real estate

Sales App: Help Real Estate Agents Act on Salesforce Leads Anywhere

Work toward a 100% sales-CRM adoption goal by giving field teams faster access to lead alerts, calls, tasks, engagement history and project information without disconnecting activity from Salesforce.

A TMI Technologies product designed to improve CRM adoption; actual adoption depends on rollout, process fit, training and management participation.

Sales App mobile lead list connected to Salesforce

Built for the field

Put the next sales action in the agent’s pocket

Real estate agents move between calls, listings, meetings and site visits. A desktop-first CRM can make timely updates harder, creating gaps in follow-up and activity history.

Sales App provides a focused mobile experience for the actions agents perform most often. Lead responses, calls, tasks and customer engagement can remain connected to Salesforce, helping managers maintain better pipeline visibility.

Core capabilities

Faster lead response and simpler mobile follow-up

01

Lead Alerts

Notify agents when a new lead is assigned so they can review and respond while the enquiry is still active.

02

One-click Calling

Help agents initiate calls from the lead record and maintain a clearer history of sales activity.

03

Tasks and Reminders

Bring upcoming and overdue follow-ups into a mobile view designed for daily field execution.

04

Engagement History

Give agents context from previous calls, messages, meetings and follow-up activity before the next conversation.

05

Project Information

Provide access to current project details and marketing material when agents are speaking with prospects.

06

Salesforce Sync

Keep supported mobile actions connected to CRM records so teams reduce duplicate updates and fragmented histories.

Trial approach

Evaluate Sales App with a focused real-world pilot

2 weeksFocused evaluation period
5 usersSmall field-sales group
Real leadsMeasure response and adoption

The current Sales App offer is designed around a limited pilot so teams can assess lead response, task usage, call activity and agent adoption before a wider rollout.

Questions

Sales App questions

What is Sales App?

Sales App is a mobile sales experience from TMI Technologies for real estate teams using Salesforce.

Does Sales App replace Salesforce CRM?

No. It is designed to help agents work with supported leads, tasks, activities and project information while keeping the underlying process connected to Salesforce.

Is Sales App listed on Salesforce AppExchange?

No marketplace listing is claimed for Sales App. PropertyMaster and MsgFlowX are the two TMI products currently presented with Salesforce AppExchange listings.

Who is Sales App built for?

Field-based real estate agents who need mobile access rather than a desktop-first CRM experience.

What problem does Sales App solve?

It reduces follow-up gaps caused by agents being away from a desktop CRM during calls, listings, meetings and site visits.

Does Sales App keep data connected to Salesforce?

Yes — lead responses, calls, tasks and engagement stay connected to Salesforce.

Can I trial Sales App before committing?

Yes — a two-week trial is available.

Does Sales App guarantee full CRM adoption?

No — it supports a 100% adoption goal, but actual adoption depends on rollout, process fit, training and management participation.

What can agents do from Sales App?

Receive lead alerts, make one-click calls, and manage tasks and customer engagement on mobile.

Start a conversation

See how agents respond and follow up from a mobile-first workspace

Talk to TMI about a focused Sales App evaluation for your real estate sales team.

Request a Sales App Trial