Got questions? We've got answers! Everything you need to know about EstateFlow estate management operations platform.
EstateFlow is a complete estate management operations platform designed for professional estate sale companies. We provide end-to-end workflow management covering the complete Estate Sale Workflow from initial client intake through final settlement, with AI-powered cataloging, automated document generation, and professional reporting tools.
Our platform manages the complete estate management lifecycle: 1) Intake - capture client and property data, 2) Walkthrough - schedule and define scope, 3) Formal Proposal - generate contracts for signing, 4) Contracted - job secured, cataloging begins, 5) Inventory & Appraisal - AI cataloging and profit forecasting, 6) Appraisal Review - client sign-off, 7) Active Sale - connect to sales channels, 8) Settlement - process sales and generate payout summaries, 9) Job Complete - archive and export audit trails.
Absolutely! The Free plan is completely free with no hidden fees, ever. You can manage up to 1 active estate projects at a time, with up to 250 photos per estate and all core workflow features. Once a project is fully completed through the entire Estate Sale Workflow, it frees up a slot. No credit card required, no trial period, just free forever.
The Starter plan is perfect for professional estate management companies. You get 3 active estates, unlimited photos per estate, complete Estate Sale Workflow automation, AI-powered cataloging and pricing, automated contract generation, Inventory Valuation PDF reports, team management for 2 users, and basic analytics. Perfect for companies managing multiple projects simultaneously.
The Pro plan is built for established estate management companies and franchises. You get unlimited active estates, unlimited photos, complete Estate Sale Workflow, AI-powered cataloging, automated document generation (contracts, Inventory Valuation PDFs, settlement reports), profit forecasting, advanced analytics, unlimited team members, multiple workspaces for franchises, our exclusive mobile app for end-to-end workflow management, and priority support. If you're managing more than 3 projects at once, this plan scales with your business.
Yes! Everyone gets a 30-day free trial of PRO features when they sign up, with no credit card required. You can experience all PRO features including unlimited estates, complete workflow automation, AI cataloging, automated document generation, and our mobile app. After the trial, you'll automatically have access to the Free plan features. Upgrade to Pro at any time to keep PRO access.
Upload photos of estate items and our AI automatically analyzes each item to generate descriptions, categorize by type/style/era, suggest pricing based on market data, and organize everything into a searchable inventory. This saves 10+ hours of manual cataloging work per project. The AI learns from thousands of similar items across multiple marketplaces to provide accurate pricing suggestions.
EstateFlow automatically generates three types of professional PDF documents: 1) Contracts - ready for client signing via DocuSign, 2) Inventory Valuation PDFs - detailed profit forecasts with itemized inventory and pricing, 3) Settlement Summaries - final payout reports with sales reconciliation and unsold items. All documents are professionally formatted and ready for client review.
Our mobile app (Pro plan only) enables complete end-to-end management of your Estate Sale Workflow from your mobile device. You can manage client intake, schedule walkthroughs, generate and send proposals, track inventory cataloging, review appraisals, manage active sales, process settlements, and archive completed projects - all from your phone or tablet. This is the first mobile app designed specifically for estate management companies.
EstateFlow guides you through each step of the Estate Sale Workflow with automated reminders, status tracking, and document generation. When you complete one step, the system automatically prepares the next stage. For example, after generating an Inventory Valuation PDF, the system moves to "Pre-Sale Review" where you can prepare for the sale. Workflow automation ensures nothing falls through the cracks and keeps projects moving efficiently.
Most companies report saving 10+ hours per project. AI cataloging eliminates hours of manual data entry, automated document generation replaces manual contract and report creation, and workflow automation reduces administrative overhead. Companies managing multiple projects simultaneously see even greater time savings as they scale.
Yes! Starter plan includes 2 team members, Pro plan includes unlimited team members. You can assign different roles (owner, manager, staff, viewer, accounting) with appropriate permissions. Team members can collaborate on projects, with all actions tracked in the audit trail. Perfect for companies with field staff, office managers, and accounting teams.
Absolutely! You can export complete project histories including all documents, inventory data, sales records, and audit trails. Export formats include PDF for reports and CSV for data analysis. This is essential for tax purposes, legal requirements, and client records. All exports are available in Free, Starter, and Pro plans.
Yes! You can upgrade from Free to Starter or Pro, or downgrade from Pro to Starter at any time. Your existing projects and data are preserved. Plan changes are prorated for the remainder of your billing cycle. You can also cancel anytime and revert to the free plan while keeping all your data.
Free users get 250 photos per estate project, Starter and Pro users get unlimited photos per project. Our fair use policy ensures the platform remains fast and reliable for all users. These limits apply to individual projects, not your total monthly usage across all projects.
Profit forecasting uses AI-analyzed inventory data to generate detailed projections of potential revenue before you start a project. The system considers item valuations, market trends, and historical data to provide realistic profit estimates. This helps you make informed decisions about pricing strategies and project viability.
Our settlement tools automatically reconcile sales data, track unsold items, calculate fees and commissions, and generate professional payout summaries. The system processes all sales transactions, identifies discrepancies, and creates detailed reports showing exactly what was sold, what remains, and the final payout amount for the client.
Yes! Pro plan users can create multiple workspaces, perfect for franchises or companies operating in different regions. Each workspace has its own team members, projects, and settings. This allows you to keep operations separate while managing everything from one account.