A system of CRM, web portal and Mobile Apps

Our client, a billionaire property developer in Australia, required a complete system to streamline property distribution activities across a network of real estate agents. The system needed to operate on multiple platforms, including a web portal, web management console, CRM, and mobile applications for iOS and Android. The goal was to create an integrated solution that would support various stakeholders, including property developers, agencies, network partners, and buyers. The project involved developing a sophisticated CRM system, a public web portal, and mobile applications. The CRM would manage everything from property details to customer relationships and email marketing campaigns, while the public portal would allow buyers to search and interact with available properties. The mobile apps would provide a lightweight CRM experience for network partners, enabling them to communicate with buyers on the go.

Challenges

Lack of Technical Support: The client had no dedicated IT division or technical personnel to guide the development process. All requirements had to be gathered directly from business stakeholders, who had limited technical knowledge. This created challenges in translating business needs into clear, actionable technical specifications, requiring our team to bridge the gap between business and technology effectively.
Complexity of Managing E-Signed Transactions: The new system needed to handle the secure management of e-signed transactions between sellers and buyers, which introduced complexities related to legal compliance and data security. Integrating digital signature technology into the system required careful planning to ensure that all documents were handled in accordance with regulatory standards. Additionally, the system had to ensure that these transactions were stored securely while remaining accessible for future reference.
User-Friendly Management Console: The management console needed to be extremely intuitive and user-friendly, designed for non-technical users who required easy access to system features. It was essential that the console supported mobile access, allowing users to manage transactions and communications while on the go. Balancing simplicity with the functionality needed by diverse user roles posed a significant design and development challenge.

Our Solutions

Collaborative Requirement Gathering:
We used Jira and Confluence to track project progress and document requirements, facilitating workshops and interviews with stakeholders to extract detailed needs. These were translated into technical specifications using UML diagrams and wireframes in Lucidchart, ensuring clear communication and alignment between the client’s vision and the development team.
Integrated System Development:
We built the CRM system using Laravel for the backend and MySQL for efficient data management. The web portal and management console were developed with React.js, while React Native was used for mobile apps, ensuring consistent functionality across iOS and Android. RESTful APIs ensured seamless communication between the CRM, web portal, and mobile apps.
Secure E-Signature Integration:
We integrated DocuSign’s API for secure e-signature management, with OAuth 2.0 for user authentication and SSL/TLS encryption for data transmission. This setup provided a secure, compliant process for handling digital signatures within the CRM and mobile apps.
User-Centric Design and Mobile Accessibility:
Using Figma and Material-UI, we designed an intuitive interface with a consistent look across platforms. Bootstrap ensured responsive design for mobile users, while D3.js enabled real-time data visualization. AWS Lambda handled backend processes, maintaining system speed and responsiveness on mobile devices.

Results

Seamless System Integration: The integrated CRM, web portal, and mobile apps reduced manual administrative tasks by 40%. Within six months, over 500 real estate agents and network partners adopted the system, significantly improving operational efficiency.
Enhanced User Experience and Accessibility: The user-centric design increased engagement by 35%, with 70% of users accessing the system via mobile devices. The responsive design and real-time data led to a 25% boost in productivity.
Secure and Compliant Transactions: DocuSign integration cut transaction completion time by 50%, while OAuth 2.0 and SSL/TLS encryption reduced security incidents by 30%, ensuring full legal compliance.
High Adoption and Client Satisfaction: The platform achieved a 95% user satisfaction rate and processed over 1,000 property transactions in its first quarter, demonstrating its efficiency and reliability.

Building a Comprehensive Real Estate Management System

A system of CRM, web portal and Mobile Apps

Project duration: 20 months

Team Size: 12

Satisfaction Score: 95%

Application Screenshots

Challenges

Our Solutions

Results

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