Sample · Real estate
Sample: a brokerage CRM that survives a change of agent
This sample is a CRM for a brokerage whose leads currently live on personal phones. The first release covers listing, lead, viewing, and owner of the next action. It is not a client result.
Sample solution. This describes a concept we use to show the shape of a build. It is not a client engagement and it is not a result from a completed customer project.
The failure it is aimed at
An agent leaves and the conversations leave with them. Managers cannot see which project has gone quiet. Listings on the website do not match what the agent promised in a chat.
First release
A listing record with the fields needed for ready and off-plan stock, a lead that can be assigned, a viewing that is on a calendar, and a rule for who sees which book. WhatsApp context can be logged by the agent. A bot that captures a new website lead is a second slice, after the record is being used.
Explicitly later
Owner portals, commission payroll, and a public portal with map search. Those are real products. They are a poor first release if the team is not yet keeping the lead in the system.
A property lead that has a next step
The sample shape
- The listing and the lead together
- A viewing with an owner
- A rule for who sees which book
Still required in real life
- The developer’s actual inventory feed
- The agency’s branches and politics
- Any legal step in a sale
What this sample is teaching
One record
The lead and the unit fall apart when they live in two sheets.
The book
Agents need a private book and a shared stock. Both are permissions.
The result
This page does not claim a sales lift. It shows a shape.
If this shape fits an agency
- 01
The unit
How a listing is identified today.
- 02
The lead
Where enquiries land, and who owns the next step.
- 03
The book
What one agent must not see of another.
- 04
The feed
Whether stock comes from a developer system.
Marks this property sample stays a concept
- 01
It is a sample
No agency is named and no sales figure is claimed.
- 02
Listing and lead
The lesson is one record for the unit and the enquiry.
- 03
Visibility is the point
Teams see the book the rule allows.
- 04
No rating
A review or a “result” percentage is not part of the page.
