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Development of a Global Real Estate Platform with Integrated CRM and Investor Presentation Tools
  1. case
  2. Development of a Global Real Estate Platform with Integrated CRM and Investor Presentation Tools

Development of a Global Real Estate Platform with Integrated CRM and Investor Presentation Tools

wezom
Real estate
Business services

Identified Challenges in Digital Real Estate Representation and Management

The client faces challenges in effectively presenting global real estate offerings, engaging international investors, and managing client requests efficiently. Existing digital solutions lack user-friendly interfaces, integrations with CRM systems, and comprehensive presentation tools, hindering the company's ability to showcase properties globally and streamline internal workflows.

About the Client

A large international real estate agency specializing in residential and investment properties across multiple countries, with a need for a comprehensive digital presence to attract clients and streamline operations.

Goals for Developing an Advanced Digital Real Estate Platform

  • Create a modern, user-friendly corporate web platform that effectively displays property listings, investment opportunities, and country-specific citizenship/visa programs.
  • Develop an admin interface that seamlessly integrates with existing CRM and databases to automate lead and project management.
  • Implement features that shorten the customer journey to consultation, increasing engagement and inquiry conversions.
  • Enhance company reputation through a digital platform that accurately conveys its market position and expertise.
  • Simplify internal workflows for managers by providing automated data handling and request processing.

Core Functional Specifications for the Real Estate Platform

  • Interactive world map showcasing available real estate projects across multiple countries.
  • Dedicated 'Investments' section providing detailed property information for B2B clients and large investors.
  • Country-specific citizenship and residence permit comparison tools, linking real estate investment to visa programs.
  • A custom admin interface that supports automatic data import/export with CRM and databases, enabling efficient lead and project management.
  • Responsive design for both mobile and desktop platforms ensuring usability across devices.

Technological Foundations and Architecture Preferences

Modern web development frameworks for frontend and backend
Custom admin dashboard integrated with CRM systems
Interactive mapping technologies

Essential External System Integrations

  • CRM systems for lead and request management
  • Existing property and client databases for data synchronization

Operational and Performance Benchmarks

  • Scalability to support presentation of properties across 22 countries.
  • High performance and responsiveness on both desktop and mobile devices.
  • Secure data handling and compliance with relevant data protection standards.
  • Automated routine tasks to reduce manual data entry and Errors.

Projected Business Benefits and Strategic Outcomes

The new digital platform is expected to significantly enhance the company's global market image, attract and retain potential investors through accessible and structured information, and streamline internal processes. Targeted improvements include increased engagement through user-friendly interfaces, automated data management reducing manual workload, and enhanced presentation of investment opportunities, thereby fostering growth in international client inquiries and project conversions.

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