Overview
We developed this custom CRM for a well-established online real-estate business in the UK. The business website allows landlords to list their property on the website for sale or rent. Potential buyers or renters view these listings and show interest in buying or renting the property. The client wanted two tasks done: revamping the website and creating a customized customer relationship management (CRM) system to streamline business operations.
The main purpose was to simplify complex activities, like lead management, consumer segmentation, communication management, marketing and workflow automation, and report generation, among others, so that the client can ensure operational efficiency. As the business grew, the client’s power to manage all aspects of the business depreciated. Our job was to help bridge this gap, creating a scalable and easy-to-use system to help the client convert maximum leads into sales. We delivered the solution in the form of TitanCRM, a custom CRM solution for the UK-based real estate company that grew its sales and traffic multifold.
Services
- Business Need Analysis
- CRM Design and Planning
- Custom Feature Development
- Data Migration and Automation
- Integration with Existing Systems
- User Training and Support
Services
- Business Need Analysis
- CRM Design and Planning
- Custom Feature Development
- Data Migration and Automation
- Integration with Existing Systems
- User Training and Support
VISIT
WEBSITETechnologies
AWS EC2
AWS RDS
AWS S3
LARAVEL
MySQL
PHP
SendGrid
SugarCRM
TextMagic
Twilio
Yii2
- Laravel
- SugarCRM
Features
Search
We gave Titan CRM a powerful search feature with the capability to deliver customized search results for basic and advanced searches. Popular data searches include:
- Basic Text
- Price-based search
- Names
- Addresses
- Phone numbers
- Emails
- Date and Time filters
- Basic drop-downs, checkboxes, and radio buttons
- Records assigned to different employees
Detail Pages
Detail pages allow the client to store extensive information for each property. Records can be edited, deleted, saved, and assigned to relevant users. Data can be stored in user-friendly tabs, such as client, property, comparables, etc., to increase searchability.
Logs
We have ensured transparency in all the activities carried out in the CRM by keeping track of every change made. Owners and admins have access to two types of logs: change logs and activity logs. The change logs keep a record of modifications made in any data field. The name of the field, old value, new value, time and date of modification, and the name of the user who modified the field are all displayed prominently to track changes. On the other hand, activity logs track past and upcoming activities.
Success Stories
The TitanCRM has a dedicated “success stories” section – a selection of properties that have been successfully sold, but it’s more than just a display of transactions. Each entry tells a story—capturing essential details like the property address, type, number of bedrooms, and the final sale price—but more importantly, it reflects the platform’s ability to facilitate smooth, effective sales. The results go beyond numbers; they demonstrate the combination of EEA vision and Dynaologic Solution’s CRM solution’s role in transforming how properties are bought and sold to consistently drive success.
Communication
Communication management is essential for conversion for a business like Express Estate Agency. Keeping this in mind, we equipped Titan CRM with a Callisto and Twilio integrated calling system that improves the efficiency of customer service and support. The process is simplified through one-click calling and made easy to track with call logs and call reminders.
We have also equipped TitanCRM with a Send SMS and Send Email capability. The Send SMS button next to a mobile number and the Send Email button next to an email address in Titan offers a seamless way to send text messages. Both buttons automatically launch the user’s default email application and generate a new email when clicked. The recipient’s field is pre-filled. For the Send SMS functionality, the TextMagic API converts the email into an SMS once it has been sent, delivering the message directly to the mobile number.
Quick Create
We integrated Quick Create for easy and swift addition of a new record. The Quick Create form is a smaller version of the complete edit form. This form consists of a few fields, which gives users the facility of quickly creating a record with essential information and adding other details later on.
Book Viewing
The Book Viewing button simplifies the property viewing process. When clicked, it opens a link to the “Book Viewing” landing page, where the property details are automatically populated into the booking form. This eliminates the need for manual data entry, ensuring a seamless and efficient user experience. This feature enhances convenience by pre-filling the necessary information, allowing users to schedule property viewings quickly and effortlessly.
Calendar
We have added a customized calendar for Titan CRM that displays all future planned activities, such as appointments, calls, and tasks of an employee. Each employee has a separate calendar where they can add and edit their tasks, calls, and appointments. The supervisor or administrator can view the calendars of all the employees as the data is displayed to the users according to the defined hierarchy of the organization.
Mass Actions
We implemented the mass actions feature, delivering a streamlined and efficient solution for bulk data management. The mass update option empowers users to change multiple records simultaneously, enhancing productivity and simplifying workflows. The mass delete feature adds another layer of efficiency, allowing users to remove multiple records in a single, seamless action confidently. Together, these features reflect our commitment to creating a solution that drives efficiency and empowers users to manage their data effortlessly.
Reports
CRM reports provide valuable consumer insights. Our CRM allows EEA to create customized reports in just a few simple steps. The platform offers a variety of report types to suit different needs. The Rows and Columns report provides a clean, tabular layout that displays selected data fields for records matching specific criteria, offering clarity and simplicity. The Summation report takes this further by representing data visually, allowing users to create bar graphs, pie charts, funnel charts, and more, giving a more dynamic view of the data. For those who need deeper analysis, the Summation Report with Detail combines visual summaries with granular record details, enabling more comprehensive insights at a glance.
FAQs
We used the Agile Methodology to assign tasks and ensure steady progress. Due to the time constraint, we relied on Google Sheets instead of Jira to assign and track tasks. We communicated with the client through Google Chat and Slack and ensured effective collaboration to reduce noise that may affect project delivery.
The successful launch of the portfolio website was the key outcome. Later, the website was optimized for speed and performance.
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The Results
56.27%
Increase in leads generated
37,157
New applicants in 2024
962
Properties sold in 2024
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