Real Estate CRM

The project calls for a custom-built CRM that places lead management front and center for a real-estate workflow. I need one place to capture new prospects, qualify them quickly, and keep every touchpoint visible at a glance.

Automated follow-ups sit at the heart of the build. The system must let me create email sequences that trigger on status changes or elapsed time, and it should generate phone-call reminders that show up on an internal task list or push notification. Alongside those automations I want a clear, searchable interaction history so every email, call note, or meeting is attached to the contact timeline without manual effort.

Core objectives
• Fast, intuitive lead pipeline with drag-and-drop or similar ease of use
• Rule-based email follow-ups plus a simple editor for templates
• Automatic call reminders with due-date tracking and snooze/complete options
• Full interaction log tied to each lead, filterable by date, staff member, and activity type
• Web interface first; mobile-responsive preferred so field agents can check notes on the go

Acceptance criteria
1. A demo database preloaded with sample leads proving each workflow works end-to-end
2. Source code and brief deployment notes so it can run on a standard LAMP/MEAN/Node SaaS stack (your choice, just document it)
3. Admin credentials plus one sales-user role to test permissions

Hand-off is complete when I can import a CSV of prospects, watch the first scheduled email fire, and see a call reminder appear on the dashboard at the correct time.