Real Estate Custom CRM Development -- 2

BUDGET IS FIX. READ BEFORE PLACE BID. ONLY EXPERIENCE DEVELOPER

The goal of this project is to design and develop a custom Customer Relationship Management (CRM) system tailored specifically for a real estate agency. The CRM will streamline property management, client interactions, sales tracking, and internal workflows, improving efficiency and enabling data-driven decision-making.

Scope of work
Objectives:
Centralize all client, property, and transaction data in one system
Improve lead tracking and conversion rates
Automate routine tasks and follow-ups
Enhance communication between agents and clients
Provide real-time reporting and performance insights.

Key Features:
1. Lead & Contact Management
Capture leads from website, portals, and manual entry
Track buyer, seller, tenant, and landlord profiles
Lead status pipeline (new → contacted → viewing → closed)
Automated reminders and follow-ups
2. Property Management
Create and manage property listings (residential/commercial)
Upload images, documents, and property details
Property status tracking (available, sold, rented)
Advanced search and filtering.
3. Sales & Deal Tracking
Track deals from inquiry to closing
Commission calculation and tracking
Deal timelines and activity logs
Document management (contracts, agreements)

References
Expected Outcomes:
Increased operational efficiency
Better client relationship management
Higher lead conversion rates
Improved visibility into business performance.

Target Users:
Real estate agents
Sales managers
Admin staff
Agency owners

Reference : will provide in chat.

4. Calendar & Task Management
Schedule property viewings and meetings
Task assignments for agents
Notifications and reminders

5. Communication Tools
Email and SMS integration
Conversation history per client
Templates for common responses

6. Reporting & Analytics
Sales performance dashboards
Lead conversion metrics
Agent productivity reports
Revenue forecasting.

7. User & Role Management
Admin, agent, and manager roles
Access control and permissions

8. Integration Capabilities
Property listing portals (e.g., Property Finder, Bayut)
Website lead forms
Third-party tools (email, marketing platforms)

Technical Requirements:
Web-based application (responsive design for mobile/tablet use)
Cloud-hosted (AWS, Azure, or similar)
Secure authentication and data protection
Scalable architecture for future growth
API-first approach for integrations.

Optional Advanced Features:
AI-based property recommendations
Automated lead scoring
WhatsApp integration
E-signature support
Mobile app (iOS/An)

Company details
- A real estate agency seeking to enhance efficiency in property management and client interactions through a custom CRM system.
- Real Estate