Custom Real Estate Team CRM & Dashboard | ERA Brokers

The Challenge

A real estate team was paying for several separate subscriptions to track leads, manage transactions and stay on top of client communication, none of which talked to each other, so the same listing and client details had to be re-entered by hand in more than one place.

The Solution

We designed and built a custom CRM and team dashboard around how the team actually works, bringing leads, listings, showings and deals into one system instead of stitching together third-party software.

Deliverables

• Central dashboard for leads, active listings and pending deals
• Contact and client record management with activity history
• Listing and transaction pipeline tracking from lead to close
• Team-level views for tracking activity across agents
• Custom-built platform with no per-seat third-party licensing fees

Process

1. 01Mapped the team's existing workflow across their separate CRM, transaction and communication tools
2. 02Designed a single dashboard covering leads, listings and deals
3. 03Built contact and transaction tracking to replace manual re-entry between tools
4. 04Added team-level views for tracking activity across agents
5. 05Delivered a working demo for the team to evaluate against their current subscriptions

Tools & Stack

Final Result

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