Custom CRM & Admin Dashboard for a Real Estate Agency

The problem

The agency's five branches tracked leads and listings across a mix of spreadsheets, a generic off-the-shelf CRM nobody liked, and text messages between agents and managers. Leads fell through the cracks between systems, and management had no single view of pipeline across branches.

What we built

• Mapped the agency's actual lead-to-close workflow across branches before writing any code, since the generic CRM had failed by forcing a workflow onto the team instead of the other way around.
• Built a custom CRM with role-based views — agents see their own pipeline, branch managers see their branch, ownership sees everything — instead of one undifferentiated dashboard.
• Added automatic lead routing and SMS notification via Twilio the moment a new inquiry comes in, replacing the manual check-the-inbox-and-forward process.
• Built listing management directly into the same system so agents update one record instead of updating a listing in three different places.

The result

Average time-to-first-response on new leads dropped about 70% once routing became automatic instead of manual. Manual data entry across systems dropped roughly 85%, and all five branches were onboarded onto the single system within a month of launch.