TRUEROOT: Real Estate CRM Software & Mobile Application
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A Complete Real Estate CRM and Mobile App for Smarter Lead Management
TrueRoot Realty needed a centralized real estate CRM software and mobile app to manage leads, projects, follow-ups, site visits, bookings, employees, and sales performance.
We built a connected platform with automation, role-based access, and real-time reporting. The web CRM helps teams track leads, inventory, conversions, brokerage, incentives, and employee performance, while the mobile app enables sales staff to manage customers, tasks, follow-ups, and site visits from anywhere.
The solution reduces manual work, improves response times, organizes customer data, and supports faster business decisions.
About the Project
We developed a custom real estate CRM software and mobile application for TrueRoot Realty to simplify lead management, property sales, and daily team operations. The platform allows teams to manage leads, projects, follow-ups, site visits, bookings, employees, brokerage, and customer records from one centralized system. The web CRM provides real-time reports on lead conversions, project inventory, sales performance, employee productivity, and booking activity. The mobile app helps telecallers and field executives access assigned leads, schedule follow-ups, update customer details, and manage site visits from anywhere.
With automation, role-based access, secure data management, and organized reporting, the solution reduces manual work, improves response time, and helps TrueRoot Realty make faster business decisions.
- Centralized Lead Management
- Automated Follow-Ups
- Project & Inventory Tracking
- Booking & Brokerage Management
- Real-Time Sales Reports
Understanding the Problem
Before developing the TrueRoot Realty platform, the client faced several challenges in managing real estate leads, sales teams, projects, and customer follow-ups:
- Lead information was stored across different tools and records
- Sales teams found it difficult to track follow-ups and next actions
- Project, inventory, booking, and customer data were not connected
- Managers had limited visibility into employee and sales performance
- Manual lead assignment increased delays and workload imbalance
- Brokerage, incentives, and booking records took more time to manage
These issues slowed down the sales process, increased manual work, and made it difficult to manage daily real estate operations efficiently.
The Solution We Built
We developed a custom real estate CRM software and mobile application for TrueRoot Realty that connects lead management, projects, follow-ups, site visits, bookings, employees, and sales reports in one centralized platform.
The web CRM helps administrators and managers assign leads, track project inventory, monitor conversions, manage bookings, calculate brokerage, and review team performance through real-time dashboards.
The mobile CRM enables telecallers and field executives to access assigned leads, add customer details, schedule follow-ups, update lead status, and manage site visits from anywhere.
With automation, role-based access, secure records, and real-time reporting, the platform reduces manual work, improves lead response time, and helps sales teams close property deals more efficiently.
Real-Time Real Estate CRM Dashboard
To help TrueRoot Realty manage leads, projects, bookings, and sales activities more efficiently, we developed a centralized real estate CRM dashboard. It gives administrators and managers a clear, real-time view of lead conversions, follow-ups, project performance, booking value, revenue, and employee productivity.
The dashboard organizes business data by lead source, team, project, branch, executive, and time period. This helps the company monitor sales performance, identify high-converting channels, track project demand, and make faster decisions without relying on manual reports or disconnected spreadsheets.
- Track Lead Conversion and Follow-Ups
- Monitor Projects, Bookings, and Revenue
- View Real-Time Sales and Team Reports
Technology Stack
BACKEND Tech Stack:-
NEST JS
Typescript
PRISMA ORM
POSTGRE SQL
AWS
Docker
GIT
GITHUB
Mobile App Development:-
Flutter
Firebase
Figma
Git
Github
FRONTEND Tech Stack:-
REACT
Typescript
REDIS
React Redux
Tailwind CSS
AXIOS
Project Preview
Frequently Asked Questions (FAQs)
We developed a custom real estate CRM software and mobile application for managing leads, projects, follow-ups, site visits, bookings, employees, brokerage, and sales performance from one centralized platform.
The CRM helps teams capture new leads, assign them to employees, update lead status, schedule follow-ups, track communication, and monitor every lead through the complete sales pipeline.
Yes. The system allows administrators to manage property projects, available units, pricing, brochures, project locations, active leads, site visits, and booking activity.
Yes. Sales teams can schedule calls, reminders, site visits, and next actions. The platform also highlights overdue and upcoming follow-ups to help teams respond on time.
Yes. The mobile CRM app allows telecallers, pre-sales executives, and field teams to access assigned leads, add customer details, update follow-ups, manage tasks, and record site visits from anywhere.
Yes. Real-time dashboards show lead conversions, calling performance, bookings, revenue, workload, follow-up activity, and employee productivity.
Yes. The platform tracks property bookings, agreement values, total brokerage, pending payments, received brokerage, commissions, and employee incentives.
Yes. We can develop a custom real estate CRM and mobile app based on your business process, team structure, sales workflow, projects, and reporting requirements.
Yes. We can improve an existing CRM by adding new features, mobile access, automation, integrations, better reporting, improved performance, and a modern user interface.
Ready to Transform Your Real Estate Sales Process?
Manage leads, projects, follow-ups, site visits, bookings, employees, and sales performance with a custom real estate CRM software and mobile app built for faster, smarter operations. Whether you are a real estate developer, agency, broker, or property sales company, we can create a secure and scalable CRM solution based on your exact business needs.
If your need a similar CRM Software for your real estate CRM business , then Team Aimbeat is here for your business software requirement.
OUR CLIENTS
Aimbeat determined to leverage deep expertise in helping our clients business flourish. We aim to create only a meaningful relationship between the audience and the brand and get them connected through digital means.