Real Estate CRM

/overview

This is a CRM built specifically for real estate sales teams. I worked with the client to understand how their reps operate day-to-day, then handled the full build — requirements gathering, UI/UX design, frontend and backend development, testing, and deployment. The platform is centered around a Kanban lead pipeline, a daily sales planner, and a Leaflet.js map for planning visits and optimizing routes. It also includes a leaderboard and badge system to keep reps motivated. Auth and the database are handled through Supabase.

/highlights

• 01

  Kanban-style lead pipeline with stages: New, Contacted, Viewing Scheduled, Offer Sent, Negotiation, and Closed

• 02

  Lead profiles with contact details, urgency levels, tags, assigned reps, and full interaction timelines covering notes, calls, emails, meetings, and stage changes

• 03

  Sales rep dashboard showing assigned lead metrics, conversion rate, upcoming follow-ups, and an activity feed

• 04

  Task manager for creating, filtering, and completing follow-up tasks tied to specific leads

• 05

  Daily sales planner with checklist items, linked leads, itinerary planning, and manual task input

• 06

  Smart notifications for overdue tasks, follow-up reminders, and leads that have been sitting in a stage too long

• 07

  Leaflet.js map integration with lead visit pins, filters, and visit status toggles for planning field visits

• 08

  Route optimization based on shortest distance, urgency, or manually planned visit order

• 09

  Leaderboard with rep rankings, points, deals closed, and performance breakdowns

• 10

  Badges for top closers, fast follow-ups, and consistency to keep reps engaged

• 11

  Role-based access with NextAuth — reps see their own data, admins see everything

• 12

  Responsive UI across dashboards, pipeline views, forms, and the map planner