Case Study Info

Online Real Estate CRM System

.pdfOnline Real Estate CRM System.pdf

The Challenge

Our customer, a real estate agency, needed an online CRM solution to streamline their business operations.

Solution Overview

Our Softage specialists spring to work developing an online custom CRM solution to automate and manage real estate sales. As a base for the system we selected Sugar CRM, the market’s leading open source CRM application, in order to minimize development time and to reduce total solution cost. Our team tailors the solution to satisfy all the requirements of the customer.

We also ensure the solution has a lot of value-added features standing our customer ahead of their competition. Clients looking for real estate are able to perform real estate searches in a state database showing real estate objects and infrastructure (Restaurants, Parks, Fitness, Grocery etc.) on a map. They can also create a personal profile containing their search criteria and saved real estate objects.

Realtors can manage their profiles which contain customer data, personal settings, and their work schedule. The system allows Realtors to manage a meetings and calls calendar, create notes, and email notifications. The Realtors can easily manage real estate objects in the database and create a video/audio tours.

Finally, the system has a reporting engine allowing building custom sales reports.

Customers Features:

  • Search and view real estate objects.
  • View video/audio tours about a selected object.
  • Locate properties on a map with infrastructure details.
  • Create personal profile containing preferences, search criteria, statistics about performed searches, and saved objects
  • Contact a Realtor.

Realtor Features: 

  • Manage their Realtor profile/mortgage profile, containing personal settings, customers’ data, and their personal schedule.
  • Create/edit/delete objects in the database.
  • Create video/audio tour for properties.
  • Create sales reports with email notification.

Technologies

Sugar CRM, PHP, MySQL, Google Map API, Java Script, Macromedia Flash MX