Real Estate Sales CRM

via Freelancer ·

Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted1 day ago
I’m looking for a streamlined CRM that focuses on one thing: tracking every sale, offer, and closing for my real‐estate team from first contact through final signature. The core of the system should be a clean deal pipeline where I can add a new lead, assign it, update stage notes, and immediately see projected revenue.

Key functions I expect
• Sales and deal tracking pipeline with custom stages (lead, viewing, offer, negotiation, under contract, closed).
• Simple admin and user roles—admins create or edit stages, users can only update the records they own.
• Direct social-media lead capture—new Facebook or Instagram enquiries should drop straight into the pipeline with source tags automatically applied.
• Contact history stored alongside each deal, including calls, DMs, and meeting notes.
• Searchable property/lead database, quick filters, and export to CSV or Excel.
• Dashboard metrics: volume by stage, win-rate, average close time, commission forecasts.

Tech preferences are open; I’m fine with a cloud SaaS build, a self-hosted Laravel or Node.js app, or a no-code platform if it meets the flow above—just outline which stack you’ll use and how you’ll keep data secure. Mobile-friendly design is essential because agents update deals from the road.

I’ll review proposals based on a brief outline of architecture, timeline, and any similar CRMs you’ve already delivered.
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