Example build · an illustrative blueprint, not a client case study
CRM & Sales PlatformsCRM for a real-estate brokerage
A brokerage losing leads between portals, WhatsApp and spreadsheets needs one CRM that routes every enquiry to the right agent within minutes.
Leads arrive from property portals, the website and WhatsApp. Nobody knows who followed up, site visits are booked by phone, and the owners cannot see which listings actually convert.
- Agents managing leads and site visits on their phones
- Team leads assigning and reviewing follow-ups
- Owners tracking pipeline and listing performance
Scope for the first release
- 01Lead capture from portals, website forms and WhatsApp into one inbox
- 02Round-robin routing with response-time tracking
- 03Site-visit booking with reminders for buyer and agent
- 04Listing inventory with availability and price history
- 05Call and WhatsApp logging against each lead
- 06Pipeline and conversion dashboards per agent and listing
How it would run
- Week 1
Pipeline design
Map lead sources, stages and routing rules with two team leads; prototype the agent mobile view.
- Weeks 2–5
Build in sprints
Lead inbox and routing first, then site visits and listings, then dashboards and integrations.
- Week 6
Rollout
Import existing leads, train agents, deploy, and switch portal webhooks over.
- Web
- Angular, TypeScript
- Mobile
- PWA installable on agents’ phones
- API
- Node.js, PostgreSQL
- Integrations
- Portal webhooks, WhatsApp Business API, Google Calendar
- Cloud
- Cloudflare or AWS
- CRM web app and installable agent app
- Migrated leads and listings
- Agent training and admin runbook
- Source code and data in your accounts
- Commission calculations
- Owner and tenant portals
- Two-way sync with HubSpot or Zoho if the business outgrows it