Property CRM
A purpose-built property CRM that closes deals faster with automated follow-ups and role-based access.
The Challenge
Property businesses were managing leads, follow-ups, and client communications across spreadsheets and disconnected tools with no shared visibility. Deals were lost through slow response times, forgotten tasks, and the inability to track where each lead stood in the pipeline.
Our Solution
We built a full CRM with lead lifecycle management, automated recurring tasks, role-based access control, a REST API with Bearer token authentication, activity logging, and Google OAuth sign-in — all delivered in a clean Filament admin panel. The task automation engine alone eliminated hours of manual follow-up work per week.
Results & Deliverables
Lead lifecycle tracked from first enquiry to closed deal
Recurring task automation running on daily, weekly, and monthly schedules
Role-based access control deployed for multi-user agency teams
Auto-generated REST API with Bearer token auth for third-party integration
Complete audit trail logging every CRM action by user and timestamp
Project Gallery
Client
IT Starter
Timeline
10 weeks
Category
Software
Services Provided
Tech Stack
Ready to Build
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