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CASE 09

16 weeks

Custom CRM for a Boutique Real-Estate Team

A bespoke CRM that fits how they actually work, not how Salesforce wishes they did.

  • Next.js
  • Postgres
  • Stripe
  • DocuSign API

THE PROBLEM

Off-the-shelf CRMs never fit: showings, escrow, co-brokers, and closing timelines either didn't exist as first-class objects or required heavy customization that broke every upgrade.

WHAT WE DID

  1. 01

    Modeled the real workflow: listings, showings, offers, inspections, escrow, close.

  2. 02

    Automated MLS sync pulls listings nightly; agents only maintain the fields that matter to them.

  3. 03

    DocuSign integration means contracts live on the opportunity, not buried in someone's email.

  4. 04

    Client-facing portal shows each buyer their journey without ever exposing internal notes.

OUTCOME

The whole team is on one system. Agent onboarding dropped from weeks to days because there's nothing to learn that isn't the actual job.

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