Real estate CRM
A complete CRM, in production at a developer. From the lead's first message to the signed contract — pipeline, automations and the customer journey end to end.
The context
A developer sells projects with a long cycle and many hands in the process: brokers, partner agencies, the sales back-office, finance. Leads come in through dozens of channels and need to reach the right person at the right time — without falling through the cracks between stages.
What was built
A bespoke CRM covering the entire journey. Lead distribution across brokers is automatic and fair; pipelines adapt to each project; automations handle cadence and reminders; and the operation sees the unit inventory on a real-time availability board.
The best compliment a CRM gets is to stop being a topic. When it disappears into the flow, the team goes back to talking about sales.
End to end
From capture to after-sales, every stage has an owner, a deadline and a trigger. No parallel spreadsheets: what happens in the operation becomes data, and the data becomes the next action — for whoever sells and whoever manages the network.
- 01Lead distributionAutomatic routing across brokers by rule, round-robin and performance.
- 02Pipelines and automationsConfigurable stages per project, with cadences and reminders.
- 03Sales availability boardReal-time unit inventory — available, reserved, sold.
- 04Customer journeyFrom capture to contract, with trackable documents and stages.