Automated Real Estate CRM/ERP
Budget: $250 – $750 USD
I need a single, integrated platform that handles every stage of my real-estate workflow, from the moment a prospect appears to the moment a sale is closed—and even the internal expense that follows. The core modules I must see working smoothly are:
• Customer Relations – a clean 360° client view with contact history, property preferences, and follow-up reminders.
• Leads Management – smart pipelines that let my agents capture, score, and nurture enquiries from website forms, portals, walk-ins, and social media.
• Sales Tracking – real-time dashboards that show listing status, offers, commissions, and conversion ratios at a glance.
• Expenses – a simple ledger that tags each cost to a property, agent, or department so I can generate profit-per-property reports automatically.
I am open to a custom build or customisation of an open-source stack such as Odoo, SuiteCRM, or a Laravel / Node solution—as long as the final product is web-based, mobile-friendly, and ready for role-based log-ins (admin, agent, accountant).
Deliverables I expect:
1. A deployed, secure CRM/ERP hosted on my server or recommended cloud.
2. Source code and database schema.
3. Step-by-step user guide and an online walkthrough for my team.
4. Thirty days of post-launch support to iron out any issues.
Hand-over will be considered complete when each module lets me enter dummy data, run a report, and export or print it without errors. If you have previous real-estate implementations, point me to them so I can gauge how quickly you grasp industry-specific needs.
• Customer Relations – a clean 360° client view with contact history, property preferences, and follow-up reminders.
• Leads Management – smart pipelines that let my agents capture, score, and nurture enquiries from website forms, portals, walk-ins, and social media.
• Sales Tracking – real-time dashboards that show listing status, offers, commissions, and conversion ratios at a glance.
• Expenses – a simple ledger that tags each cost to a property, agent, or department so I can generate profit-per-property reports automatically.
I am open to a custom build or customisation of an open-source stack such as Odoo, SuiteCRM, or a Laravel / Node solution—as long as the final product is web-based, mobile-friendly, and ready for role-based log-ins (admin, agent, accountant).
Deliverables I expect:
1. A deployed, secure CRM/ERP hosted on my server or recommended cloud.
2. Source code and database schema.
3. Step-by-step user guide and an online walkthrough for my team.
4. Thirty days of post-launch support to iron out any issues.
Hand-over will be considered complete when each module lets me enter dummy data, run a report, and export or print it without errors. If you have previous real-estate implementations, point me to them so I can gauge how quickly you grasp industry-specific needs.