Custom CRM Software for Real Estate Company

We developed a custom CRM solution tailored for a real estate company to streamline their property listings, client management, and sales pipeline. The CRM included lead capture forms integrated into their website and auto-assigned leads to agents based on location or property type. Each agent had a personalized dashboard showing their active leads, follow-ups, and scheduled site visits. The system stored detailed client profiles, allowing agents to track interactions, preferences, and document uploads. Property management features enabled the addition of listings with photos, specs, and pricing, visible only to internal users or selectively shared with clients. Automated email and SMS notifications reminded agents and clients of upcoming meetings or document deadlines. Reports and analytics provided insights into sales performance, conversion rates, and team productivity. The CRM was cloud-hosted for anytime, anywhere access with secure logins. We trained their team for smooth onboarding and offered ongoing support. The result was improved sales coordination and faster deal closures.