Custom Real Estate CRM & Listing SaaS

Project Requirements for Custom SaaS Membership Web App (CRM for Real Estate Brokers)
Dear Developer,
We are seeking a team to develop a custom SaaS membership web app to function as a CRM tailored specifically for real estate brokers. This CRM will be connected to our extensive property database hosted on our WordPress server. The system should be modular, user-friendly, and easily maintainable. It is essential that the development is well-documented, with the code accessible on GitHub and accompanied by comprehensive README files for easy understanding and modification. The development should be carried out using React or Elementor with dynamic content plugins like JetEngine.
Key Requirements:
General Features:
Modern UI/UX Design: The application must have an aesthetically pleasing and intuitive interface, ensuring a seamless user experience.
Modularity: The system should be modular to facilitate future updates and maintenance.
Performance: The application should be fast and responsive.
RTL Design: The design should be RTL (Right-to-Left) and in Hebrew.
Vertical Menu: A vertical menu on the right side for easy navigation.
CRM Base Components:
The CRM is built upon four main components: Clients, Assets, Tasks, and Meetings. Below is the logic and interaction between these components.
Clients:
Clients represent the core entity within the CRM. Each client entry contains comprehensive details such as contact information, status, type of client, budget, and notes.
Clients can be linked to specific assets they are interested in, tasks assigned to them, and meetings scheduled with them.
Assets:
Assets are properties that the brokers manage. Each asset contains detailed information including status, location, size, price, and additional specifications.
Assets can be tagged to specific clients showing interest, tasks for managing the asset, and meetings scheduled for property tours.
Tasks:
Tasks are action items or reminders related to either clients or assets. Each task includes details like the description, status, due date, and connections to clients or assets.
Tasks help brokers manage their workload and ensure they follow up on client needs or asset management efficiently.
Meetings:
Meetings are scheduled interactions with clients or for asset tours. They include details like date, time, location, and purpose.
Meetings are integrated with both clients and assets, providing a comprehensive schedule for brokers to manage their appointments effectively.
Detailed Features:
Client Management:
Clients Page:
Dynamic table/card view for client management.
Inline editing and custom row addition.
Sorting by fields via column headers.
Search and filter functionality.
Detailed client view upon selection.
New client addition via a form, shareable through WhatsApp for client self-entry.
Client fields: Name, Source, Phone Number, Email, City, Neighborhood (optional), Status (with customizable tags), Client type,Budget, Number of rooms, Prop type, Asset type, Created date & time, Budget, User name, Notes.
"Find assets" button to match clients with suitable properties from the database and notify them of new matches.
Client Registration Link:
Brokers can send a registration link to clients, pre-filled with the broker's information. Clients fill in their details and requirements and automatically adds up to the broker clients list.
Client Details Page:
Summary of client details with tabs for tags.
Progress summary section.
Tags include:
Assets: Tag assets of interest, with status and notes.
Call Log: History of calls with date, time, type, result, and summary.
Tasks: Add and manage client-specific tasks with status and notes.
Meetings: Schedule and manage meetings, with details and notes.
Asset Management:
My Assets Page:
Dynamic table/card view for asset management.
Sorting, filtering, and search functionalities.
Detailed asset view upon selection.
New asset addition via a multi-step form.
Bulk publish/send assets functionality.
Asset fields: Status, City, Images, Neighborhood, Street, StreetNumber, PropertyType, Rooms Number, Floor Number, FloorsInBuilding, Size in meters, TotalPrice, Active, PricePerSquareMeter, PropertyDescription, AdvertiserName, AdvertiserPhone, Elevator, AirConditioning, Parking, Balcony, Bars, Dimension, Warehouse, HandicapAccessibility, PropertyMode, DateOfEntry, DateAdded, Taxes, Furniture, PropertyStatus.
Public Assets (Search Page):
Table view with advanced search and filter options.
Map view and listing similar to real estate websites.
Option to add public assets to personal assets.
Suggest suitable clients for assets.
Asset Details Page:
Summary of asset details with tabs for tags.
Functionality to add tours and create/sign documents related to assets and clients.
Tags include:
Clients: View and suggest clients for the asset.
Meetings: Schedule and manage asset tours.
Tasks: Add and manage asset-specific tasks.
Transactions Management:
Transactions Page:
Table and graph view of transactions.
Transaction details: date & time closed, transaction total price, broker fee, broker % fee, transaction type, tagged client and asset.
Task and Meeting Management:
Tasks Page:
Table view of all tasks with details and connections to assets/clients.
Meetings and Calendar Page:
Calendar view of meetings and tasks.
Integration with Google Calendar.
Functionality to add meetings/tasks/reminders.
Property Owner Management:
Property Owner Page:
View owners' details and their assets.
Search bar with filters.
Bulk WhatsApp message functionality.
Owner Profile:
Details of assets under management and transaction history.
Additional Features:
Future Development Requests:
A page for users to submit feature requests.
Message prompt encouraging user feedback.
Landing Page:
Automatically generated and updated landing page for each user, showcasing their profile and assets.
Signatures:
Signatures Page:
Document creation and signing functionality, with various contract types (commission, partnership, exclusivity, etc.).
PDF generation for demand for payment and receipts post-payment.
We expect the development to be done using either React or Elementor with dynamic content plugins like JetEngine, ensuring seamless integration with our WordPress database. The project should include full documentation and GitHub repository access for code review and modifications.
We look forward to working with a skilled team who can bring this project to fruition with attention to detail, performance, and design aesthetics.
Best regards,
Yoav,
CTO at Brokerland