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CRM System Development For Real Estate Company [Case Study]

09 Oct 2020

The conversion of sales leads plays a vital role for the success of any business. Detailed campaign planning backed with proper execution is crucial to achieve this. However, most companies fail to build the link between creation of marketing campaign plans and sales execution. For real estate companies, a dedicated CRM system coupled with intuitive marketing & sales modules help bridge this gap and stay atop of the game.

Learn how Rishabh Software helped a US-based Real Estate company to automate their marketing initiatives with a custom CRM development.

Project Overview

Our client provides energy-efficient, high-quality home automation solutions through technology. They were in pursuit of developing a reliable CRM system to manage their marketing initiatives – including campaigns, leads and quotations.

As part of the mandate, they wanted us to:

  • Develop a web-based CRM solution where employees can set up a dinner campaign to promote their products and set up an appointment with end-users. It would also enable them to create orders, schedule product installation, payment processing and more.
  • Facilitate the company’s executives to pitch end-users for sale by providing discounts on exciting products and initiating return/warranty requests against a particular order.


  • No single platform to manage marketing campaigns with dinner planning along with tracking invitee’s attendance
  • Manual scheduling of site visits/appointments for the prospects
  • Calculate the number of products – based on home size
  • Quotation generation and maintaining the state of the user’s last activity while managing quote
  • Implementation of compliance such as online verification, digital signature and authenticity protocols

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Our Solution

We developed a responsive web application to digitalize the backend operations of the client’s staff members. It was created using Azure cloud-hosted robust solution along with REST-API services and a scalable MS Azure database. Interestingly, 12 different types of users can access the application based on defined accessibility criteria.

The bespoke CRM development comprised of below modules:

  • Product catalog management
  • Dealers / Franchise management
  • User management
  • Marketing dinner campaign management
    • Unique marketing campaign process, where the marketing team will create a dinner campaign by importing customer data (Excel file) and manage dinner slots
    • Enable users to check customer’s availability and manage inbound and outbound dinner invitation lists
    • Manage attendance of dinner campaign’s invitees
  • Manage appointment for site-visits
  • Quotation Management
  • Notifications: SMS/Email alerts
  • Order management and real-time tracking
CRM Application Development Solution
Benefits of CRM System for Real Estate Agents

Business Benefits

  • Reduced data entry and collation efforts
  • Increased revenue flow by 48% due to improved marketing campaign
  • Flexibility to change premium calculation rules on-the-fly for quotation
  • Online booking systems and scheduling software saves staff’s time to manage site visits
  • Streamlined products and inventory management with advance business logic
  • Enhanced customer service, increased service availability by 60%

To conclude, as a Microsoft Gold Certified Partner, Rishabh Software delivered an optimum solution within the stipulated time. It has empowered their team to drive sales effectively with improved customer experience.

Customer Profile

A US-based Real Estate Company

Technology & Tools

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