Real estate

A multi-year CRM and pipeline dashboard for a US realtor

The problem

An independent agent was running their pipeline across a mix of spreadsheets, email and memory. Nothing gave a reliable answer to which listings were moving, which contacts were overdue a follow-up, or how a year compared with the last.

What we built

We built a single Sheets-based CRM around the agent's own stages rather than a generic template: contacts, listings and activity in separate normalised sheets, with the pipeline view calculated rather than typed.

On top of that sits a dashboard covering active pipeline, stage ageing and period-on-period comparison, plus automated follow-up prompts so that contacts do not go quiet by accident.

The build has been maintained and extended across several years, which is the part that matters: the structure has absorbed new fields, new reporting questions and several years of accumulated history without a rebuild.

Where it landed

One place that answers what is live, what is closing and who needs contacting, with year-over-year comparison available from the same data.

Services involved

CRM & pipeline

For a team of three to fifteen, a well-built Sheet beats a CRM nobody fills in.

From $5508–15 working days

Dashboards

A dashboard is only useful if it is current, honest and fast. Most of the ones we are asked to fix are none of the three.

From $4505–10 working days