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Real Estate CRM & Lead Pipeline
Centralized CRM with role-based access, Google Maps integration, and dual lead pipeline for buyers/renters and end-clients.
Client:Real Estate Agency
Year:2022
Impact:
Challenge
A real estate agency needed a centralized CRM that could handle their complex organizational structure — agents, managers, and admins each with different access levels — while managing two distinct types of leads: end-clients looking to buy or rent, and buyer/renter prospects sourced by agents.
Solution
Led a 2-person team (one junior developer) to build a full-featured CRM on Angular + Spring Boot:
- Granular role-based permissions — Access controls across agent, manager, and admin tiers, with configurable visibility rules per property and lead type
- Google Maps integration — Interactive property location display with filtering by area, price range, and property type
- Property video management — Built-in video embedding system for listing previews
- Dual lead pipeline — Separate status workflows for end-client leads (buy/rent inquiries) and buyer/renter prospects (agent-sourced), each with distinct stages and notification rules
Impact
- Unified property management — All listings, leads, and agent activity visible in a single dashboard
- Dual pipeline — Two distinct lead workflows reflecting the agency's actual business process
- Role-based access — Agents see only their assigned properties and leads; managers see their team's portfolio; admins see everything
- Junior developer mentorship — Built the system while training a junior developer on Angular and Spring Boot patterns