Overview
Built a centralized CRM and infrastructure project management platform for a real estate company to manage property leads, project progress, customer communication, and sales operations.
The Challenge
The real estate company was tracking leads, site visits, and construction progress across spreadsheets and WhatsApp threads, which meant sales follow-ups slipped and nobody had a clear picture of where a project actually stood. It needed one system tying leads, property data, and construction progress together for sales and operations alike.
The Solution
We built the platform on Next.js and Node with a MongoDB/MySQL split for flexible lead data versus structured property records, centering it on lead lifecycle management paired with project progress tracking. Site visit scheduling and automated reminders via Firebase Notifications keep the sales team on top of follow-ups, and Socket.IO delivers live updates as project status changes.
Business Objectives
- Simplify real estate lead management
- Digitize project monitoring workflows
- Improve sales follow-up efficiency
- Centralize customer and project data
Key Features
- Lead lifecycle management
- Property and customer management
- Project progress tracking
- Site visit scheduling
- Sales analytics dashboard
- Document management
- Team role management
- Automated reminders and notifications
What We Delivered
- Responsive website
- Admin & operations dashboard
- Backend APIs & data layer
- Third-party integrations & automation
- Analytics, reporting & insights
- Deployment, monitoring & operational setup
Implementation Highlights
- Lead lifecycle tracking tied directly to project and property records, not kept in a separate silo
- Site-visit scheduling with automated reminders to cut down on missed follow-ups
- Real-time project status updates over Socket.IO for both sales and operations
- Dockerized deployment on AWS EC2/S3 behind Nginx
Integrations
- Real-time updates (Socket.IO)
Reliability & Security
- Team role management separating sales, operations, and admin permissions
- Document management for handling property paperwork securely
- A sales analytics dashboard giving leadership visibility into pipeline and project health
Results & Impact
- Faster sales follow-ups
- Improved project visibility
- Better customer communication
- Centralized operational workflows
Tech Stack
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