Project Overview

Innovative Pixel Study's venture into developing an advanced CRM system was grounded in the belief that real estate management could be transformed through a marriage of innovation and design. The project was envisioned not merely as a software development endeavor but as a testament to the agency's commitment to pushing boundaries and setting new standards in the industry. At its core, the CRM project aimed at offering a comprehensive suite of features tailored to streamline real estate operations while simultaneously serving as a showcase of the agency's capabilities.

A Feature-Rich Powerhouse for Success

This real estate CRM system isn't just a software solution; it's a multifaceted powerhouse designed to propel your business forward. Let's delve deeper into the key features that empower you to streamline operations, boost collaboration, and ultimately achieve greater success.

Company and Employee Management: Building a Strong Foundation

• Multi-company support: Manage multiple real estate agencies or franchises efficiently within a single CRM. Create distinct profiles for each company, ensuring brand consistency and simplified data organization.
• Employee onboarding and access control: Effortlessly onboard new employees and assign user roles with granular permission levels. This ensures data security and tailors the user experience to each employee's specific function within the company.

Real-time Collaboration: The Power of Shared Information

• Live updates with WebSocket connections: Never miss a beat. The CRM utilizes WebSocket technology to deliver instant updates on leads, task completions, and any other activity across all user interfaces. This real-time synchronization fosters seamless collaboration between agents, managers, and other stakeholders. Imagine a scenario where an agent schedules a property viewing. With live updates, the entire team is immediately notified, allowing for better preparation and communication with the client.
• Integrated communication tools: Break down communication silos with built-in communication features. Facilitate smooth interaction between agents and clients through email, text messaging, or even internal chat functionalities, all within the CRM platform.

Calendar and Event Management: Staying on Top of Your Schedule

• Integrated calendar: Say goodbye to juggling multiple calendars. Schedule client meetings, open houses, property viewings, and internal team meetings directly within the CRM. This centralized system ensures everyone is on the same page, reducing the risk of missed appointments or scheduling conflicts.
• Automatic reminders and task delegation: Improve time management and client satisfaction with automated reminders for upcoming events. Empower managers to delegate tasks efficiently by assigning them to specific team members within the calendar view.

Task Management: Keeping Your Team Organized and Accountable

• Visual Kanban board: Transform your task management from chaos to clarity. Utilize a user-friendly Kanban board to visualize tasks, allowing for easy drag-and-drop assignment, prioritization, and tracking of progress. This fosters a collaborative environment where team members can see the overall workflow and their individual contributions.
• Detailed task logs and progress tracking: Maintain transparency and accountability throughout the sales process. The CRM keeps a record of each task's creation, progress updates, and completion, ensuring everyone involved has a clear understanding of the timeline and ownership.

Financial Management: Streamlining Your Financial Processes

• Integrated accounting: Ditch the spreadsheets and manual data entry. The CRM integrates seamlessly with accounting software, allowing you to track finances, manage budgets, and process payroll directly within the platform. This eliminates the risk of errors and streamlines your financial operations.

New Features in Update 1.0.2

1. Document Management

The Document Management feature allows users to store, organize, and access all essential documents in a centralized repository. This includes contracts, property deeds, agreements, and more. Key functionalities include:

• Centralized Storage: Securely store all documents in one place, ensuring easy retrieval and organization.
• Version Control: Maintain and track different versions of documents to avoid confusion and errors.
• Access Control: Set permissions for who can view, edit, or delete documents to ensure confidentiality and security.

2. Call Management

Call Management helps track and manage all client and lead interactions over the phone. This feature includes:

• Call Logging: Automatically log incoming and outgoing calls with clients and leads.
• Notes and Tags: Add notes and tags to call logs for better organization and follow-up.
• Integration: Seamlessly integrate with VOIP systems for automatic call recording and logging.

3. Mail Management

The Mail Management feature centralizes all email communications, ensuring no critical message is missed. It includes:

• Email Integration: Sync with popular email providers to manage communications within the CRM.
• Templates: Create and use email templates for standard responses, saving time and ensuring consistency.
• Tracking: Track email opens, clicks, and responses to gauge client engagement.

4. Meeting Management

Meeting Management organizes and tracks all client meetings, ensuring no appointment is missed. Key aspects include:

• Scheduling: Easily schedule and sync meetings with calendars.
• Reminders: Set reminders to ensure timely follow-ups.
• Notes and Minutes: Record meeting notes and minutes for future reference.

5. Agreement Management

Agreement Management simplifies the creation, tracking, and management of all types of agreements. Features include:

• Template Library: Access a library of standard agreement templates.
• E-signature Integration: Integrate with e-signature solutions for easy and secure agreement signing.
• Tracking and Alerts: Track agreement status and receive alerts for pending actions.

6. Offer Management

Offer Management helps real estate professionals manage and track property offers. Key functionalities are:

• Offer Tracking: Track offers made by buyers and responses from sellers.
• Comparison Tools: Compare multiple offers to determine the best deal.
• Notifications: Receive notifications for new offers and updates on existing ones.

7. Property Management

Property Management centralizes all property-related data and activities, enhancing organization and efficiency. Features include:

• Property Listings: Manage property listings with detailed descriptions, photos, and pricing information.
• Maintenance Tracking: Track and schedule property maintenance tasks.
• Tenant Management: Manage tenant information and lease agreements.

8. Project Management

Project Management facilitates the planning, execution, and tracking of real estate projects. This includes:

• Property Listings: Manage property listings with detailed descriptions, photos, and pricing information.

9. Broker or External Agents Management

Broker or External Agents Management streamlines the collaboration with brokers and external agents. This feature includes:

• Agent Profiles: Maintain detailed profiles of brokers and external agents.
• Commission Tracking: Track commissions and payments to agents.
• Collaboration Tools: Provide tools for seamless collaboration and communication with agents.

New Features in Update 1.0.3

1. Security and Bugs Fuxes

2. Two Factor Authentication

3. Theme Switcher

4. Quotes Management System

New Features in Update 1.0.4

1. Import and Export Contacts

2. Implement Token Based Registration System for Employees