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Development of a Custom Real-Time CRM Platform for Real Estate Lead Management

ahex.co

Real estate

Business services

Business Challenges in Real Estate CRM

The client faced difficulties in managing high-volume leads from multiple sources, ensuring seamless collaboration between office and field teams, organizing property listings efficiently, maintaining consistent client follow-ups, and leveraging data-driven insights for decision-making. Existing tools lacked integration, scalability, and real-time synchronization across platforms.

About the Client

A leading B2B real estate technology company focused on innovative solutions for lead management and client relationship optimization.

Objectives for Custom CRM Development

Centralize lead management with automated prioritization and follow-up alerts
Enhance client relationship management through streamlined communication tools
Streamline property portfolio organization with advanced search and categorization
Enable real-time collaboration between office and field teams
Implement performance tracking with real-time analytics and reporting
Ensure scalability and security for growing data and user bases

Core System Functionalities and Features

Centralized lead management with automated notifications
Real-time web and mobile application integration (Next.js/Flutter)
Property management with tagging and advanced filters
Shared calendars, task assignments, and progress tracking
Analytics dashboard with KPI visualization and customizable reports
Secure cloud hosting with Azure integration

Technology Stack Requirements

Next.js

Flutter Dart

.NET

Azure

Git

Third-Party Integration Needs

Custom APIs for third-party tools
Azure cloud services

Non-Functional Requirements

Real-time data synchronization across platforms
Scalable architecture for growing user and data volumes
User-friendly interface for office and field employees
High-availability cloud hosting with enterprise-grade security

Expected Business Impact of CRM Implementation

The solution is expected to reduce lead response times by 40%, increase sales conversion rates through timely follow-ups, improve team collaboration efficiency by 30%, and enable data-driven decision-making via actionable analytics. Secure cloud hosting will support 50% annual growth in user base and property listings.