Challenge
Follow-ups were split across spreadsheets and chat threads, so deals stalled without visibility into where they broke down.
Real Estate
BrokerHub CRM for Property Brokers
A lightweight CRM for lead tracking, appointments, reservation status, and mobile visit notes.
Solution
We designed an operator dashboard with clear sales stages and filters by project, broker, and lead source.
Services used
CRM and Internal SystemsAutomationReporting and Performance Analytics
JavaScriptFirebaseSpreadsheet Sync
Outcome
- Better documentation for every prospect and every visit.
- Clearer visibility into broker and project performance.
- Faster lead routing to the right owner.
What this makes possible next
- Launch focused campaigns or sales flows by sector.
- Add CRM, membership, or a mobile layer later.
- Reuse the case study in proposals and sales conversations.