The Real Estate CRM system is aimed at systematizing the client data and document overflow for real estate company based in Canada. The created system allows managing roles, verify clients, create teams for deal process, review deal stages, and upload corresponding documents for deals.
CRM System for Real Estate Agency
A custom CRM system for a real estate company was developed to streamline client data, document management, and deal workflows. The turnkey solution solves the main problems of the company and helps to automate business processes.
Industry
Real Estate
Team Size
4 members
Country
🇨🇦 Canada
Project Summary
Tech-Stack
Laravel 
React.js Engagement Model
Full-product Development
We were very happy to work with dinamicka and the team of Alexander and Paul. It's the second project we had with them and can really recommend them and they're patience towards the clients and work ethics.
Alex
CEO
Business Challenges
The client’s initial request was to create a corporate website. After its release, the client informed us that they get lots of clients through website, and they need something to help them process all the information and documents they have to work with. This is how the request for CRM appeared.
Business processes of the company were going smoothly, but automatization was required.
Main pain points of this business were the following:
- No automatization. The client was planning to expand business, hire new employees and work with more clients, respectively, although there was no solution which could decrease the workload of the team.
- Lots of documents to process. The company’s profile as a real estate enterprise meant that they have to deal with lots of documentation, many of them contained sensitive personal data, so it was necessary to keep all the information safe. Correct encryption algorithms, GDPR compliance and safe data processing were crucial here.
- Scaling support. The CRM had to work for employees in different Canadian time zones, which posed some difficulties with production update and seamless system operation.
Solution
An intuitive and clear design was created from scratch by our company. The designers worked on simple and easy-to-use screens which allow to focus on the necessary information, allowing to review all the aspects of a deal on one page, not moving to other pages too often.
Developers worked on data safety, integrity and encryption.
Front-End and Backend development focused on implementation of smooth and intuitive interface, as well as database for keeping all the client data and documents, maintaining safety and integrity.
The CRM system for Real Estate company allows to do the following:
- Manage system users and review their details;
- Verify user’s identity and key details like citizenship, employment, mortgage details, source of funds;
- Create deals with configurations and types;
- Create deal team including lawyers, clerks, clients, property owners etc.;
- Communicate information on deals and their stages through comments and messages;
- Upload and store documents related to clients and deals, for further use and check;
- Create integrations with online document management systems for exchange and verification purposes.
- Specific calendar appointment system was implemented
The company operation is now automatized, with seamless document management and client verification procedures. The CRM system works smoothly, with its users staying in different time zones, being a reliable tool for real estate operations.
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