Customer Relationship Management

Nest Seekers wanted to build a full Client Relationship Management (CRM) system to enhance their agents' performance to close more deals. While we had already built lead, client and email marketing tools for them, this was to be a major product to launch the company into the competitive Prop Tech market.

• Focus agents on the Sales Pipeline process to manage their clients
• Provide management with an overview of deals in progress and financial projections
• Identify and assist agents in need of training
• Integrate with current property marketing tools

Clients and Leads have always been core features; the new CRM adds capabilities and reframes the way Agents work with their prospects. Best of breed features and design ideas were gathered from top Real Estate CRM.

We introduced a pipeline to track deal progress:

New → Contacted → Qualified → Deal in Progress → Closing → Closed Deal or Lost

• New Django data models and business processes.
• Client page for overview, messaging and tracking lead status.
• Client lists, fast search; breakdowns by deal stage.
• React / Typescript / GraphQL UI
• Financial projections and reporting with Pandas.
• Management pages for breakdowns by agent, region, office and deal stage.