One CRM built around Italian property rules

The challenge

An agency with 20 years in the market tracked properties, buyers and commissions across spreadsheets, and matching buyers with the right property was manual.

What we built

• Custom modules for properties (with full cadastral data), listings, buyer requests and matches
• Automatic matching of buyer requests with suitable properties
• An 8-stage deal blueprint with automatic tasks
• Documents generated and signed with Zoho Sign
• Commission tracking and reminders
• Three dashboards (leads by source, inspections, listings, deals, expected commissions) and mobile layouts

The result

One system for properties, buyers and deals, with matches suggested automatically and commissions tracked.

Stack

Clients are described, never named. Details come from the project record and are shared with care.

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