1. Define what the agency needed to control
We reviewed the information used in daily work: properties, clients, agents, commercial activity and the data required for follow-up.
Case study
Case study: a real estate CRM and property portal for centralising listings, clients and commercial management
A.P. Consultores needed to bring the public side of its real estate business and its internal management into the same ecosystem. The project combined a tailored property portal with a custom CRM for properties, clients, agents, statistics and commercial follow-up, built around the way the company actually works.
The challenge: connect the public property website with the agency's internal operation
The company needed to reduce its dependence on separate tools for properties, clients and commercial activity. The goal was not simply to build a new website, but to create its own working base for property inventory, agents and the information needed to understand business activity.
- Property management relied on external tools and separate processes.
- Clients, properties and commercial activity were not available from one environment.
- The team needed more control over the information used every day.
- Commercial and financial activity lacked one central view.
- The public portal had to reflect the agency's identity and its way of presenting properties.
- Property search needed filters and geographic representation through a map.
The solution: a public property portal connected to a custom real estate CRM
A connected two-part solution was developed: a public property portal for people searching for homes and a private CRM for internal management. Properties can be managed from the system, clients and agents are organised centrally, and activity indicators can be reviewed without relying on several platforms to complete the workflow.
- Custom property portal for the public listing catalogue.
- CRM tailored to the agency's operation.
- Create, edit and remove properties from the private system.
- Central property and client management.
- Private workspace for agents.
- Commercial and financial dashboard.
- Charts for activity and annual trends.
- Interactive property map.
- Filters by area and property features.
- Connection between internal property management and the public portal.
How the real estate ecosystem was built
2. Separate the public portal from private management
Two different experiences were defined: a website for property seekers and a private workspace for the team.
3. Build property management
The CRM allows properties to be created, edited and removed from one point while keeping the information needed by the public portal organised.
4. Create the property-search experience
Area and feature filters were combined with an interactive map to make the catalogue easier to explore visually.
5. Centralise clients, agents and follow-up
The private area brings together the information the team needs so it does not have to rebuild context from different tools.
6. Add management indicators
Dashboards and charts were developed to review commercial and financial activity from inside the same system.
What changed after the system was centralised
Less dependence on external platforms
Core property, client, agent and follow-up management can be handled from an environment tailored to the agency.
Centralised information
The team can review its main operation from one system instead of spreading it across several tools.
More visibility into activity
Dashboards and charts make commercial and financial indicators available without separate reports.
Public portal connected to internal management
The public website and property administration are part of the same ecosystem, reducing duplicated steps in catalogue management.
Do you want to apply this approach to your business?
We can review your situation and propose a commercial, technical and results-oriented solution without disrupting your current operations.