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Software

Real Estate CRM & Property Management Portal

A CRM for property agencies covering lead capture and routing, inventory of plots and units, viewing schedules, instalment plans and commission tracking.

Industry
Real Estate
Project type
CRM and property management platform
Engagement
Process mapping, CRM design, development, agency onboarding
Year
2025
Real estate CRM and property portal on a laptop in an agency office
Project Overview

What we were asked to solve

A property agency was generating leads from portals, social campaigns and walk-ins, then distributing them over WhatsApp. Follow-up depended on individual memory, two agents sometimes called the same buyer, and nobody could say which marketing spend actually produced a booking.

WordbitX built a real estate CRM where every lead has a source, an owner and a next action — connected to a live inventory of plots and units so agents never sell something already booked.

The challenge

  • Leads from multiple sources arrived in personal inboxes and chat groups.
  • Plot and unit availability was tracked in a spreadsheet that went stale daily.
  • Instalment schedules and overdue payments were reconciled manually.
  • Commission disputes arose because attribution was never recorded at booking time.

Our solution

  • Unified lead capture from website forms, portal feeds and campaign landing pages with automatic routing rules.
  • Property inventory covering projects, blocks, plots and units with live availability and hold status.
  • Viewing scheduler with reminders and outcome logging against each lead.
  • Instalment plan engine generating schedules, receipts and overdue alerts.
  • Commission rules recorded at booking so payouts are calculated from agreed data.

Key features delivered

  • Multi-source lead capture with duplicate detection
  • Automatic lead assignment and follow-up reminders
  • Project, block, plot and unit inventory with hold and booking states
  • Viewing appointments with outcome tracking
  • Instalment plans, receipts and overdue payment alerts
  • Document vault for agreements and ownership files
  • Commission calculation and agent performance dashboards
  • Source-level reporting on cost per booking
Screens & Visuals

A closer look at the build

Real estate CRM and property portal on a laptop in an agency office
Property and plot inventory with availability status
Agent completing a property handover with a client
Instalment plan tracking through to handover
Related Services

Capabilities used in this project

CRM & ERP Solutions

Custom CRM and ERP platforms — or tailored implementations — that unify sales, operations and reporting.View CRM & ERP

Custom Software Development

Bespoke business platforms, internal tools and integrations that remove manual work and connect your existing systems.View Custom Software

Website Development

Custom, high-performance business websites and web applications engineered for conversions, Core Web Vitals and long-term SEO.View Website Development
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  1. 01Discovery call20–30 minutes on goals, constraints and budget.
  2. 02Written scopeMilestones, deliverables and a realistic timeline.
  3. 03Build & launchWeekly demos, then post-launch stabilisation.
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