Real Estate Agent CRM for Lead, Follow-up & Property Booking

An anonymized real estate agent CRM for lead pipelines, site visits, property shortlists, booking follow-ups, and sales reporting.

Real Estate Agent CRM for Lead, Follow-up & Property Booking — Case study software case study by Code Bondhu IT

Project overview

An anonymized case study for a real estate agency coordinating leads, site visits, and booking follow-ups.

An anonymized case study.

Code Bondhu IT built an agent-focused CRM with pipeline visibility for sales managers.

Client problem

Leads from multiple channels were lost in chats, follow-up dates were missed, and managers lacked pipeline visibility.

Solution delivered

A real estate agent CRM with lead capture, visit scheduling, property shortlists, and follow-up reminders.

Key features

  • Lead capture and assignment
  • Pipeline stage tracking
  • Site visit scheduling
  • Property shortlist sharing
  • Follow-up reminders
  • Agent activity logs
  • Booking intent flags
  • Manager pipeline reports

Workflow improvement

Agents log calls and visits against leads while managers review conversion stages and overdue follow-ups daily.

Technology stack

Built with a modern TypeScript stack for secure role-based workflows and reporting.

  • Next.js
  • TypeScript
  • Tailwind CSS
  • Supabase
  • PostgreSQL

Business impact & results

  • Centralized operations
  • Faster reporting
  • Reduced manual tracking
  • Cleaner approval workflow
  • Better management visibility

Important dashboard screens

Key product views that show how teams run daily operations inside this software.

Ready to build something similar?

Share your goals and we will map architecture, integrations, and a realistic delivery plan for your team.

All case studies

Frequently asked questions

Can Code Bondhu IT build a similar system for my business?
Yes. We scope similar ERP, POS, CRM, or custom platforms based on your workflow, branch count, and integration needs in Bangladesh.
How long does a project like this take?
Most projects ship in phased milestones — a usable first release in weeks depending on scope and data readiness.
Do you provide training and support?
Yes. Training, documentation, and post-launch support are part of our delivery model.

Build a similar system for your business

Code Bondhu IT scopes ERP, POS, CRM, and custom platforms with phased delivery — starting with a free consultation.

All Case Studies