Real EstateLive in production since May 2025
Zoho-Grade CRM Transformation Program for Real Estate Operations
Engineered a full CRM operating system with pipeline stages, role-based workflows, audit trails, and automated follow-up orchestration.
100%
Pipeline Visibility
All active deals tracked from first touch to closing.
-40%
Data Entry Time
Time saved through workflow automation and templates.
$2.4M
Tracked Deal Volume
Monthly pipeline volume monitored in the operational dashboard.
01
Business Challenge
Three disconnected tools created data duplication, missed follow-ups, and no reliable reporting layer for leadership decisions.
02
Execution Architecture
Modular CRM architecture with domain-driven entities, workflow engine, event logs, and permissions by department.
03
Modules Activated
- Revenue and Pipeline Control
- Automation and Orchestration Layer
- Executive Decision Intelligence
Stack & Integrations
Meta Ads Lead SyncHubSpot migration bridgeDocuSignTwilioPower BI
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