RE-CRM – Comprehensive Real Estate Sales & Customer Management Platform
A centralized real estate CRM designed to streamline project, inventory, lead, customer, broker, booking, and internal operations within a single platform.
- Services: Real Estate CRM, Lead Management, Project & Inventory Management, Client Management, Broker Management
Project Requirement
The client required a centralized CRM to manage the complete real estate sales lifecycle, from project and inventory management through lead generation, follow-ups, site visits, bookings, and client management. The system also needed role-based access, broker/channel partner management, attendance tracking, reporting, notifications, reminders, and integration capabilities for external lead sources.
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User Management & Role Permissions
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Project & Inventory Management
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Lead Management & Assignment
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Lead Source & Requirement Tracking
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Follow-Up & Site Visit Management
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Client & Booking Management
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Broker / Channel Partner Management
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Attendance Management
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Dashboard, Reports & Notifications
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Bulk Lead Import & Third-Party Integrations
Solution & Result
The CRM is being developed as a unified digital workspace connecting real estate projects, inventory, leads, customers, brokers, bookings, and internal operations. By maintaining relationships between these modules, the platform is designed to give sales teams and management a clear view of the complete customer and property sales lifecycle.
The system will help reduce manual processes, improve lead and inventory visibility, simplify follow-ups and booking management, and provide structured reporting for better operational decision-making. Support for bulk lead imports and platforms such as Housivity and Meta will further help centralize lead acquisition within the CRM.