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I am setting up a new estate-agency operation and need a purpose-built CRM that focuses on sales management from day one. The core of the platform must revolve around lead tracking, sales forecasting and full pipeline management so my team can see every property deal advance in real time. Alongside those essentials, the system has to pull in data from social media platforms for lead capture and connect seamlessly with our preferred accounting software so commissions, invoices and completion statements flow automatically. Please propose a web-based solution (SaaS or self-hosted) that covers: • Customisable fields and stages designed for property sales • Dashboards for individual and team forecasts • Role-based access for negotiators, admins and directors • API or native connectors to major social networks and to accounting packages such as Xero or QuickBooks • Clean, responsive UI that works on desktop, tablet and mobile Acceptance criteria 1. A working demo covering the three key sales features plus both integrations. 2. Source code and deployment instructions. 3. Basic user documentation and a recorded walkthrough. If you already have a framework or white-label product we can brand and extend, let me know; otherwise outline your preferred tech stack, timeline and any licence assumptions so I can move quickly.
ID do Projeto: 40316470
143 propostas
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Ativo há 22 dias
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143 freelancers estão ofertando em média £576 GBP for esse trabalho

***** Custom Real Estate CRM (Sales Pipeline & Lead Automation) *** I will deliver a web-based CRM (SaaS or self-hosted) tailored for estate agencies, focused on lead tracking, deal pipeline management, and real-time sales forecasting. The system will include customizable stages/fields for property deals, role-based access (agents, admins, directors), and interactive dashboards for individual and team performance. I will integrate social media lead capture (Facebook/Instagram/LinkedIn APIs or webhook tools) and accounting systems like Xero/QuickBooks for automated invoicing and commission tracking. Tech stack: Laravel or Node.js backend with React frontend, scalable API architecture, and mobile-responsive UI for seamless use across devices. Let’s chat.. Thanks
£500 GBP em 7 dias
9,6
9,6

⭐⭐⭐⭐⭐ As the head of CnELIndia, I want to reassure you that your project is in good hands. With 18 years of experience under our belt, my team and I have a deep understanding of the complexities and nuances of web development. Our skill set is perfectly aligned with your requirements for this project: API development, HTML, PHP, Web Development, and Website Design. We have successfully created web-based CRM systems in the past, including those that require data scraping from various sources. Moreover, our proficiency in PHP and React Native means that we can incorporate your desired integrations to popular social networks and accounting software smoothly without headaches. We are well-versed in working with third-party APIs, so connecting to tools like Xero or QuickBooks will be seamless. Not only do we prioritize meeting deadlines but also document our work extensively. This includes providing source code, clear deployment instructions, comprehensive user documentation as well as recorded walkthroughs. As a bonus for considering our proposal, we’d bring in the added benefit of being able to extend and adjust the project based on your unique needs since we don't use white-label products or frameworks. This would ensure the CRM truly reflects your real estate operation from end-to-end. I look forward to starting this journey with you!
£500 GBP em 7 dias
9,1
9,1

Hello, I will build a focused Real Estate Sales CRM that centers on lead tracking, accurate sales forecasting, and full pipeline management from day one. The system will pull social data for lead capture, connect with your accounting software for automatic commissions, invoices, and completion statements, and present a clean, responsive interface across desktop, tablet, and mobile. You’ll get customisable property-sales fields and stages, dashboards for individual and team forecasts, and role-based access for negotiators, admins, and directors. My approach is to offer either a SaaS or self-hosted solution with a modular, extensible core. I will implement API or native connectors to major social networks and to Xero/QuickBooks, plus a simple, well-documented setup to deploy the demo quickly. The deliverables include a working demo covering the three key sales features plus both integrations, complete source code and deployment instructions, and basic user documentation with a recorded walkthrough. If you already have a framework or white-label option, I’ll assess it and outline the tech stack, timeline, and licence terms so you can move fast. What is your preferred primary hosting option (SaaS vs self-hosted) and which accounting connector (Xero or QuickBooks) takes priority for your initial rollout? Best regards, Muhammad Awais
£750 GBP em 18 dias
8,8
8,8

Hello, the cleanest way to approach this is as a sales-first real estate CRM, not as a generic contact manager with a few property fields added on top. I would structure it around four core layers: leads and property-linked opportunities, pipeline and forecasting, role-based operational views, and integration services for lead capture and accounting. For social lead intake, the most practical first integrations are Meta Lead Ads via webhooks and, if required access is available, LinkedIn Lead Sync. On the accounting side, both Xero and QuickBooks provide the API surface needed for invoice-oriented flows, so the CRM can hand off commissions and completion data cleanly. With the budget shown here, I would not recommend promising a fully mature custom CRM from scratch. A realistic first delivery is a working web-based V1/demo covering lead tracking, forecasting, pipeline management, role-based access, and the two key integration paths, built in a way that can be branded and extended without rework. If you are open to a reusable framework or white-label starting point, that is the fastest path to a solid result while keeping ownership of code and deployment practical. Nico – widuIT - Top Freelancer LATAM
£1.000 GBP em 21 dias
8,5
8,5

Hi, This is Elias from Miami. I checked your project description and understand you’re looking to build a CRM tailored specifically for your new estate agency, focusing on sales management and lead generation. I’ve developed several CRM systems in the past and understand the key features needed for effective real estate operations. My approach would involve creating a user-friendly interface with robust database management and seamless API integrations to streamline your sales process. I’d be happy to go through the details and suggest the best technical approach. I have a few questions to get a better understanding: Q1 – What specific user roles do you envision for the CRM? Q2 – Are there any existing systems you’d like this CRM to integrate with? Q3 – What features are most critical for managing leads and sales effectively? Looking forward to hearing from you.
£500 GBP em 11 dias
7,8
7,8

HELLO, WE HAVE WORKED ON SIMILAR CRM AND SALES MANAGEMENT SYSTEMS AND CAN SHARE RELEVANT EXAMPLES. WE CLEARLY UNDERSTAND YOUR REQUIREMENT FOR A REAL ESTATE SALES CRM WITH LEAD TRACKING, PIPELINE MANAGEMENT, FORECASTING, AND INTEGRATIONS WITH SOCIAL PLATFORMS AND ACCOUNTING TOOLS. With 10+ years of experience in web applications and CRM development, I can build a scalable, web-based solution with customizable sales stages, real-time dashboards, and role-based access. The system will include social lead capture integrations and seamless connectivity with tools like Xero or QuickBooks for automated financial workflows. WORKING FLOW → Requirement Finalization → define sales pipeline, roles, and integrations System Design → database structure + CRM architecture Development → lead tracking, pipeline, dashboards Integration → social platforms + accounting APIs Testing & Deployment → demo, documentation, and live setup The platform will be responsive, clean, and optimized for desktop, tablet, and mobile usage with future scalability in mind. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO PUBLISHING ON STORES. I am ready to start immediately and deliver within timeline with regular updates. I eagerly await your positive response. Thanks
£494 GBP em 9 dias
7,6
7,6

Hello, I’m reaching out from Smart Sols, a full-stack development company with over 9 years of experience delivering tailored software solutions. We understand you need a purpose-built CRM focused on real estate sales for your new estate agency. Leveraging our expertise with Laravel and Vue.js, we can develop a robust, scalable CRM customized to streamline your sales processes, manage leads, track interactions, and improve your operational efficiency. Our experience with UI/UX design via Figma means the system will also be user-friendly and visually appealing. We are confident in delivering a solution that fits your exact needs within a transparent timeline and budget. Looking forward to collaborating and bringing your CRM vision to life!
£750 GBP em 25 dias
6,9
6,9

Hi there, I’m excited about your project to build a tailored CRM for your estate agency. With over five years of experience in developing robust sales management solutions, I understand the importance of lead tracking and pipeline management. My approach involves creating a web-based platform that features customizable fields for property sales, real-time dashboards for forecasts, and role-based access to ensure secure functionality for different user levels. To enhance lead capture, I will integrate APIs with major social networks and preferred accounting software like Xero and QuickBooks for seamless commission tracking. As a small enhancement, consider implementing automated alerts for follow-ups on key deals. I've previously developed a similar system for a real estate firm, which streamlined their sales process effectively. I estimate a timeline of 6-8 weeks for a working demo that meets your criteria. Regards, Khurshid Ahmed-
£250 GBP em 9 dias
6,9
6,9

I am an expert in Shopify, WordPress, and Web Development Technologies with a willingness to start RIGHT AWAY. For your estate-agency CRM project, I propose a custom web-based solution meeting all specified requirements. I will ensure a comprehensive solution that fits your needs seamlessly. Regards, Pooja
£500 GBP em 3 dias
7,1
7,1

Hello, I can build a custom web-based CRM tailored for your estate agency, focusing on lead tracking, sales forecasting, and full pipeline visibility. The system will include customizable property fields, stage workflows, dashboards for individuals and teams, and role-based access for negotiators, admins, and directors. I will integrate social media lead capture and connect to your preferred accounting software (Xero/QuickBooks) to automate commissions, invoices, and completion statements. The solution will be fully responsive across desktop, tablet, and mobile, with a clean UI/UX. I propose using a PHP + MySQL backend with a modern frontend framework (React or Vue) to ensure scalability and maintainability. For integrations, I’ll implement API connectors with proper authentication and error handling. Deliverables include source code, deployment instructions, user documentation, and a recorded walkthrough of key features. Thanks, Asif
£750 GBP em 11 dias
6,7
6,7

As an experienced developer with over 13+ years under my belt, specializing in API development, lead generation and web development, I believe I can provide a tailored solution for your project. In particular, my proficiency in Laravel and CodeIgniter, two frameworks that perfectly align with your requirement of a stable CRM, makes me an excellent fit. Moreover, my understanding of the real estate industry given previous similar projects ensures I am well-versed with the ins and outs of what you need. With a keen eye for designing scalable architectures and secure applications, I guarantee a clean responsive UI that performs reliably across diverse devices-be it desktops, tablets or mobiles. Seamlessly capturing leads from social media is a task I understand and excel at. My talents will enable you to track every property deal in real-time while extracting valuable leads data from social networks effortlessly. Lastly, my disciplined approach to coding will ensure that your CRM fulfills your specific requirements encompassing all elements such as role-based access for negotiators, admins and directors. Along with providing you with a working demo covering key sales features plus both integrations within the required timeline, deploying your product comfortably would be my responsibility; data transparency will not be an issue. Simply put, I am confident in my ability to deliver what you're after with a high-quality output on time.
£500 GBP em 7 dias
6,8
6,8

Hello, I understand you are launching a new real estate agency and require a customized CRM tailored to sales management, specifically emphasizing lead tracking, sales forecasting, and pipeline visibility for your team. Additionally, you want seamless integration with social media platforms for lead capture and accounting software like Xero or QuickBooks for automatic commission and invoice management. With extensive experience developing SaaS CRM solutions, I can deliver a web-based platform featuring customizable property sales fields and stages, robust dashboards for team and individual sales forecasts, and role-based access controls for negotiators, admins, and directors. I prioritize clean, responsive UI designs compatible across desktop, tablet, and mobile devices. I currently have a flexible CRM framework that could be branded and extended to meet your requirements efficiently, ensuring faster delivery and easier customization. I will provide a working demo covering sales features and integrations, complete source code with deployment instructions, and comprehensive user documentation including a walkthrough video. I propose using modern technologies such as React for frontend with a Node.js backend, ensuring scalability and security. I would be happy to discuss your timeline and license preferences so we can start swiftly. Please feel free to reach out to explore this further. Looking forward to collaborating with you.
£525 GBP em 21 dias
6,2
6,2

Hello, your focus on lead tracking, forecasting and full pipeline visibility aligns closely with a sales‑driven CRM I built for a UK property group where I delivered a custom workflow engine and automated accounting sync that cut admin time by 40%. I’ve also implemented a white‑label SaaS framework for another agency, complete with role-based permissions and mobile‑first dashboards. The real challenge here is ensuring that social media lead capture and accounting integrations don’t become brittle over time. Most off‑the‑shelf CRMs stitch these features on top, but for real estate you need a schema built around properties, negotiators and deal stages so reporting remains accurate as data volume grows. I’ll structure this as a modular web app using PHP/Laravel, Vue for the UI, and a REST layer for social and accounting connectors. I’ll build customisable sales stages, team/individual forecast dashboards, role-based access, and a clean responsive interface across devices. Before I start, I need to confirm the hosting preference and whether you already use Xero or QuickBooks. I can deliver a working demo with integrations in under 18 days. Best regards, John allen.
£500 GBP em 7 dias
6,0
6,0

Hi, I understand that you need a purpose-built real estate CRM focused on lead tracking, pipeline visibility, and sales forecasting, with integrations for social media lead capture and accounting tools like Xero or QuickBooks. My approach would be to build a web-based, responsive CRM using a scalable backend with customizable deal stages, property-specific fields, and role-based access for your team. I would implement dashboards for real-time pipeline tracking and forecasting, along with API integrations to capture leads from social platforms and sync financial data with your accounting system. The system will be designed for flexibility so you can adapt workflows as your agency grows, and I can leverage a modular or white-label foundation if speed is a priority. Pre-delivery testing will include full pipeline simulations, integration validation with social and accounting APIs, and cross-device usability testing to ensure smooth performance. Documentation and a walkthrough will be provided for easy adoption. Best, Justin
£500 GBP em 7 dias
6,0
6,0

Hi I have read your requirement and I am sure I will be able to help you. Please message me so that we can have a detailed discussion. I have 9+ years of combined experience in Website development, CRM & ERP, POS, Blockchain, 3rd party Artificial Intelligence api, AR/ VR, Game Development, Chatbot, Mobile App, Desktop App, and any other software development. Please come to chat for further discussion. Regards, Anju
£500 GBP em 7 dias
6,3
6,3

I hope you're doing well! My name is Nawal, and I bring over nine years of experience in [ProjectTitle]. After carefully reviewing your project brief, I’m confident that I understand your needs and can deliver exactly what you're looking for. Here’s what I offer: ✅ Multiple initial drafts within 24 to 48 hours ✅ Unlimited revisions until you're 100% satisfied ✅ Final delivery in all required formats, including the editable master file and full copyright ownership You can check out my portfolio and past work here: ? Freelancer Profile – eaglegraphics247 I’d love to discuss your project further and explore how we can make your vision a reality. Let me know a convenient time for a quick chat! Looking forward to working together. Best regards, Nawal
£250 GBP em 1 dia
5,5
5,5

Hi, I understand you're setting up a new estate-agency operation and require a purpose-built CRM centered on sales management. As someone with a strong background in API Integration, CRM and Web Development, I can certainly deliver what you're looking for. Over the years, I've helped many clients to achieve their goals by delivering custom solutions tailored to their needs. If awarded this project, I will ensure that your Estate Sales CRM is built with a high degree of effectiveness, efficiency, and security. I look forward to potentially working with you. Thanks.
£600 GBP em 14 dias
5,7
5,7

Hello, I understand the need for a comprehensive CRM system tailored specifically for real estate sales management. The focus on lead tracking, sales forecasting, pipeline management, and seamless integration with social media platforms and accounting software is crucial for efficient operations and growth in the real estate industry. To address your requirements, I propose a web-based solution with customizable fields and stages for property sales, intuitive dashboards for individual and team forecasts, role-based access control, and robust API connectors to major social networks and accounting packages. The solution will feature a clean, responsive UI for optimal user experience across devices. I am prepared to provide a working demo showcasing the key sales features and integrations, along with complete source code, deployment instructions, user documentation, and a recorded walkthrough. If you do not have a preferred framework in mind, I can outline a suitable tech stack, timeline, and licensing details for your consideration. Best regards, Justin
£500 GBP em 7 dias
5,1
5,1

Hello, I am Vishal Maharaj, with 20 years of experience in PHP, HTML, Web Development, API Development, and SaaS. I have carefully reviewed your requirement for a Real Estate Sales CRM. To address your needs, I propose to develop a custom web-based CRM solution that includes customizable fields and stages for property sales, individual and team forecasting dashboards, role-based access controls, API integrations with major social networks and accounting packages, and a responsive UI for seamless usage across devices. I will ensure the CRM system is user-friendly, efficient, and integrates seamlessly with your existing tools. I am ready to provide a working demo, complete source code, deployment instructions, user documentation, and a walkthrough to meet your acceptance criteria. Let's discuss further to initiate the project. Cheers, Vishal Maharaj
£500 GBP em 5 dias
5,1
5,1

Hello, I came across your project Real Estate Sales CRM Build and I am very interested in working with you. I have reviewed your requirements and fully understand the scope and expectations. I specialize in PHP, Website Design, CRM, HTML, Web Development, Sales Management, Lead Generation, Database Management, API Development, SaaS and have successfully delivered similar projects before. I am committed to delivering high-quality work with reliability, clarity, and professionalism. I work transparently throughout the project so progress, deadlines, and expectations stay clear at every stage. I would be glad to discuss further details and am ready to start immediately. Looking forward to hearing from you. Regards, Anum
£250 GBP em 7 dias
5,1
5,1

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