Modernization of Commercial Real Estate CRM with Integrated Marketing Automation and Performance Optimization

The existing monolithic CRM architecture suffers from poor performance during data-intensive operations, inefficient email service integrations causing process instability, and an oversized database (200GB) leading to slow server responses. The system requires modernization to support marketing automation integrations while maintaining budget constraints.

A provider of customer management software for commercial real estate brokers and firms, offering contact management, deal tracking, and property modules across all 50 US states.

• Implement two-way integrations with Mailchimp and HubSpot for seamless email campaign management
• Improve system performance through background task processing and database optimization
• Reduce manual data management efforts by 60% through automation
• Enable real-time campaign analytics within the CRM interface
• Eliminate duplicate entries and ensure data synchronization across integrated platforms

• Two-way data synchronization with HubSpot and Mailchimp
• Background processing queue using Hangfire for resource-intensive tasks
• Segmented contact list management for targeted email campaigns
• Real-time email campaign analytics dashboard
• Automated duplicate detection and data integrity maintenance

• Mailchimp API
• HubSpot API

• Horizontal scalability for future architecture expansion
• Sub-200ms response time for core CRM operations under load
• 99.9% reliability for background task processing
• Role-based access control for sensitive data
• Automated data retention policies for optimized storage

Expected outcomes include 75% faster reporting workflows, 60% reduction in manual data handling, and 4x improved database efficiency. The integration with leading marketing platforms will enable CRE professionals to manage campaigns without context switching, while enhanced analytics capabilities will improve prospect engagement tracking and deal closure rates.