A prototype of the CRM system we built for our client. It helps streamline workflows, communicate with customers effectively, and optimize expenses
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SUBJECT MATTER
The actual project is NDA-protected, but we can demonstrate some takeaways.
Our client, a real estate agency with 3+ years of experience, initially sought our services for website development. They used to have social media for property listings and electronic documents for customer data management, but it appeared to be not enough.
After some calls and negotiations, we discovered that the cause of many issues was a rapidly growing database of properties and clients. We offered several solutions, and the company agreed to build a custom CRM system to organize various kinds of information and facilitate all processes.
The actual project is NDA-protected, but we can demonstrate some takeaways.
Our client, a real estate agency with 3+ years of experience, initially sought our services for website development. They used to have social media for property listings and electronic documents for customer data management, but it appeared to be not enough.
After some calls and negotiations, we discovered that the cause of many issues was a rapidly growing database of properties and clients. We offered several solutions, and the company agreed to build a custom CRM system to organize various kinds of information and facilitate all processes.
CHALLENGES
Database: fast & scalable
The main challenge of this project was developing a fast-loading and scalable database. Even with the constant increase in the number of clients and properties, it should be possible to manage them quickly. In addition to this, our task was to provide an integration between the company’s new website (created by our developers) and the CRM system’s database.
Data security
Another challenge was to provide data protection on both the server-side and client-side.
UX & Visualization
Some more challenges touched upon user interface and data visualization tools. It should be effortless for any employee to find, understand and manage information.
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WHAT WE PERFORMED
Building a CRM system, we always apply a client-centered approach. It means we start every project by discussing the client’s business specifics to help select the practical, efficient functionality.
Duration:
10 months
Team:
Frontend – 1UI/UX – 1Backend – 1PM – 1
Our developers built a database that includes all properties with detailed information and search filters.
After saving in a CRM system, all changes are automatically applied to a real estate website. It can boost your productivity, as managers don’t have to enter the same data everywhere.
Agents can find anything with 2-3 clicks or 3-4 scrolls because a CRM system has separate modules for Homes`Properties and Deals`Clients.
Using the Clients module, an agent can:
  • see each client’s basic information;
  • track the status and details of each deal;
  • make edits according to a level of access;
  • make a call or send a message directly via a CRM.
We enabled the highest level of data protection by implementing:
  • various levels of access to prevent misconducts and mistakes;
  • frontend and backend encryption to prevent cyber threats.
Another interesting solution that we applied for this project was an analytical dashboard presenting the most vital data, including:
  • sales statistics per category (sold, rented, closed, rejected);
  • marketing statistics (listings, campaigns);
  • recent employee activity;
  • direct access to a personal calendar and tasks.
Another interesting solution that we applied for this project was an analytical dashboard presenting the most vital data, including:
  • sales statistics per category (sold, rented, closed, rejected);
  • marketing statistics (listings, campaigns);
  • recent employee activity;
  • direct access to a personal calendar and tasks.
IMPLEMENTED FEATURES
screen
  • Property module with database, filters, graphs, and stats
  • Employee module with a task assignment function and sales chart
  • Analytical dashboard with dynamic data
  • Lead management tools
  • Interactive calendar with tasks and reminders
  • Dynamic contact lists
  • Built-in calling and messaging
  • Intuitive drag-and-drop interface
  • Synchronization with a website
  • Integrations with Zendesk, Gmail, Google Drive, Zoom, Google Calendar
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Let’s look at the real estate CRM features in detail!
Database feature: by clicking on a property, you can see the details and statistics. Each photo is securely stored in a CRM system and tied to a property and location.
Workflow management: after logging in via email, each employee gets access to a personal calendar with tasks and reminders. Intuitive UX allows you to figure this out promptly.
Employee management: logging in as a senior manager, you can see basic info on each person working in your company, check their online status, and call or email them directly via a CRM system.
Workflow management: by clicking on a task, you can see the details, add your comment and attach a file. What is more, you can watch sales statistics by agent and assign tasks right from this page.
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TECHNOLOGY STACK
ReactJs
Node.js
MongoDB
Google Analytics
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