Real Estate Lead Management CRM
A real estate CRM for buyer and seller enquiries, property requirements, viewings, offers and agent follow-up.
Project overview
A real estate CRM for buyer and seller enquiries, property requirements, viewings, offers and agent follow-up. The engagement covered users, decisions, information flows, integrations and the operational constraints of the business before implementation.
The problem
Leads arrive from portals, advertising and referrals with inconsistent details, while agents may manage follow-up in separate personal tools.
Proposed solution
Centralise lead sources, qualification, property preferences, viewing schedules, communication history and pipeline reporting.
Challenges
Important delivery considerations
Match changing property availability to lead needs Keep agent ownership clear Protect personal contact and financial information
Outcomes
What the work delivered
consistent lead follow-up shared property requirements clearer source and pipeline reporting
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