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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.
Project ID: 40316470
143 proposals
Remote project
Active 56 yrs ago
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