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Project overview
A real estate sales team needed one CRM to track leads, manage projects and units, convert bookings, collect installments, and report pipeline performance.
Code Bondhu IT built a real estate CRM that connects marketing leads to booking, ledger, and follow-up workflows for property developers and agencies.
Client problem
Leads were tracked in spreadsheets, follow-ups were missed, booking paperwork was manual, and installment status was unclear for sales and accounts teams.
Solution delivered
A real estate CRM with lead pipelines, project inventory, booking workflows, installment schedules, customer ledger, and sales reporting.
Key features
- Lead management and assignment
- Project and property tracking
- Booking workflow
- Installment collection
- Customer ledger
- Follow-up reminders
- Sales team reports
Lead Management
Capture leads from campaigns, assign owners, track stages, and log calls and site visits.
Project & Property Tracking
Manage projects, units, availability, and pricing for sales consultations.
Booking Workflow
Convert qualified leads to bookings with unit allocation and documentation checkpoints.
Installment Collection
Schedule installments, record payments, and surface overdue accounts.
Customer Ledger
Running balance per customer with payment history for sales and finance alignment.
Follow-up Reminder
Automated reminders for calls, visits, and installment due dates.
Sales Team Reports
Pipeline, conversion, collection, and agent performance summaries for managers.
Workflow improvement
Marketing leads enter the CRM, sales teams nurture and book units, finance records installments in the same customer ledger, and managers review pipeline health daily.
Technology stack
Next.js, TypeScript, PostgreSQL, Supabase, and Tailwind CSS for a sales-first CRM architecture.
- Next.js
- TypeScript
- PostgreSQL
- Supabase
- Tailwind CSS
Business impact & results
- Reduced manual follow-up tracking
- Improved reporting clarity for sales leadership
- Centralized lead and customer data
- Faster team coordination between sales and accounts
- Better management visibility into bookings and collections
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