Work / CRM · Improvements

Real Estate Investment CRM

New features and improvements on an existing CRM that a real estate investment business uses to manage leads, properties and clients.

An existing internal CRM that the investment business’s sales and advisory teams work in every day. I work on top of the system that was already there.

Adding features the sales and advisory teams ask for.
Improving existing workflows and fixing issues in day-to-day use.
Keeping the CRM in step with the public websites that feed it leads.