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A multifunctional CRM system for real estate

We built a feature-rich cloud-based solution that helps to keep all sales and job-related info in one convenient and safe place. This CRM system connected contractors and home improvement pros, and helped to complete more jobs seamlessly.

TEAM

11 Members

STARTED IN

2022

FINISHED IN

9 months

INDUSTRY

PropTech

Brand Design
Custom Business Applications
Front-end & Back-end Development
Proptech
UX/UI design
Web applications
CRM-Main-screen

OVERVIEW

About
the business

We cooperated with a corporate client from the USA who wanted to develop a management software helping contractors and home improvement pros automate routine processes. 

The idea was to build an all-in-one CRM system that can be used for sales, marketing and management purposes. That solution also required integrations with the best productivity and accounting tools. 

To turn this ambitious idea into a reality, our team conducted a discovery, explored different design options, and then built a customer-centered CRM that satisfied both our client and users.

OVERVIEW

Project tasks

  • Complete a holistic discovery to align business goals and user needs, prepare tech requirements and product roadmap. 
  • Create a user-centered design of a CRM system with an intuitive UX and unique visual identity. The design should meet industry-specific standards and provide simple onboarding.
  • Build a custom CRM system and perform integration with industry’s best solutions for accounting and management.  

OVERVIEW

Project team

• 2 UI/UX designers
• 2 Front-end engineers
• 2 Back-end engineers
• Software Architect

• QA specialist
• Project manager
• Business analyst
• DevOps

4

months for
research and design

8

months for
development and QA

OVERVIEW

Tech Stack

Get a quote
or free consultation

TypeScript

TypeScript

React.js

React.js

Redux

Redux

Next.js

Next.js

Node.js

Node.js

AWS

AWS

K8S

K8S

PostgresQL

PostgresQL

MongoDB

MongoDB

REST

REST

Swagger

Swagger

Socket.io

Socket.io

GraphQL

GraphQL

Microservices

Microservices

RabbitMQ

RabbitMQ

CRM-Items

Product idea

PROJECT JOURNEY

Platform features

We implemented a set of pro features for CRM users so that they can keep every crucial aspect under control.

Icon scale

Timeline building

Tools to create timelines and visualize data

Icon doc

Reporting

Adjustable dashboards for 360° business view

Icon apps

Job Management

A set of tools to automate processes and workflow

Icon magnet

Automation

Automated creation of documentation

Blog

Planning

Tools to plan all sales and marketing activities

finance_icon

Finance

Organize, control and manage all costs

APP FUNCTIONS

A 360-degree view

For businesses it’s crucial to see all numbers and keep them under control. So we decided to implement a customizable multi-level reporting into the CRM system.

Now CRM users can see a bunch of dashboards with all the key numbers, performance metrics, and sales overviews. With this feature it becomes easier to make data-driven business decision.

CRM-Dashboard

App UI

APP FUNCTIONS

Project management

With this feature it’s impossible to miss a project deadline and lose costs. Advanced project management helps CRM users to automate communication, update of projects statuses on time, and schedule crucial reminders.

We implemented scheduling, production tracking, service management, and even commission tracking tools to maximize workflow efficiency.

CRM-Calendar

App UI

PROJECT JOURNEY

Development
approach

During the development of this CRM system we applied our best practices. We also used several technologies and integrations that helped us make the CRM system reliable and feature-rich. Here is what we used: 

  • TypeScript for both front-end (React) and back-end (Node.js) parts to make source code stable and decrease future maintenance costs.
  • Amazon AWS was selected as the primary cloud service provider and Kubernetes was used on top of it for more efficient deployment. 
  • A combo of PostgreSQL and MongoDB databases for easier management of different types of data.
  • Swagger for API documentation and testing + we’ve created a robust REST API as the main communication gateway between product parts.


UI decisions that make sense

3 images

RESULTS

OUTCOME

Our team spent 9+ months on building a complex CRM system that met the vision and business goals of our client. 

The client was very satisfied with how the CRM system turned out. It was visually pleasing, intuitive and offered the best set of tools for home improvement pros and contractors. After a successful product launch, our client observed how his user base started actively growing. 

5M

jobs completed and managed
in the CRM system

$36 B

total sales achieved in less
than 12 months

24K

active CRM system users, and the number keeps growing

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End-to-end development agency that builds and improves digital products for enterprises, making experiences human-centric. We are represented in the USA, UK, Sweden, and Switzerland, with headquarters in Poland.

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