Real Estate Lead & Deal Pipeline CRM Portal
A purpose-built internal operational CRM designed for real estate teams and wholesalers to manage incoming leads, track deal pipelines, and automate follow-up sequences.
The Challenge
Real estate teams waste hundreds of hours manually updating spreadsheets, resulting in lost leads and missed seller follow-ups.
Our Approach
Build a single role-based web dashboard connecting lead intake forms, property data, automated SMS triggers, and milestone boards.
The Solution
A centralized CRM portal that captures inbound lead inquiries, automatically sends instant SMS notifications, and ranks deal priority.
What Was Architected & Handed Over
- Role-Based Sales & Deal Pipeline Boards
- Automated Twilio SMS & Email Follow-up Triggers
- Property Comps Valuation Calculator
- Centralized Client & Lead Activity Logs
Eliminates manual data entry, prevents lost lead opportunities, and provides management with real-time pipeline visibility.
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