Metric to validate
Higher win-rate
We will establish a baseline for higher win-rate and measure the change using pilot data before treating it as an outcome.
Product scenarios
Concept visual, not a client application screen
CRM · Industry: Real estate, Sales
CRM for real estate agents
Leads, listings, calendar and follow-up
Lead pipeline, automated reminders and fast meeting notes. Before work starts, we agree the scope and the measures that will show whether it works for your business.
01What is not working todayLeads lost in messengersThe situation that costs the team time, sales or control of the process.
Inquiries from portals and calls are scattered and hard to manage.
- 01No shared view of recruitment stages
- 02Manual follow-ups
- 03No reporting
- 04Scheduling chaos
02How the solution could workPipeline and automationThe key parts of the system and the role each one plays in daily work.
Lead pipeline, automated reminders and fast meeting notes.
- 01Pipeline
- 02Reminders
- 03Calendar
- 04Notes and tags
- 05Reporting
03What to measureWhat we will validate in your businessThe metrics to define before work starts and review after a pilot.
These are areas to measure, not promised outcomes. We will agree the baseline and target before work starts.
Metric to validate
Fewer lost leads
We will establish a baseline for fewer lost leads and measure the change using pilot data before treating it as an outcome.
Metric to validate
Better organization
We will establish a baseline for better organization and measure the change using pilot data before treating it as an outcome.
04How we define the scopeFrom the problem to an agreed planFrom a clear problem to an agreed scope, price and delivery plan.
Define the problem
We examine the process, users, data and constraints, then agree which problem is worth solving first.
Map and test the flow
We design the key product journey and test it with the people who will actually use it.
Build and integrate
We build the product, integrations and tests together. Progress and decisions stay visible throughout.
Launch and measure
We release in stages, measure the agreed indicators and use the evidence to plan what comes next.
05What needs to connectSystems and integrations behind the solutionThe systems, data and integrations required for a safe launch.
Frontend
- Next.js
Backend
- Node.js
- PostgreSQL
Mobile
- React Native (optional)
Integrations
- Calendar
Cloud
- DigitalOcean
A service matched to this scenario
Integrations and operational systems
Applications connected to CRM, ERP, APIs and team workflows.
Next step
Tell us which process you want to improve
During workshops we align the goal, users, data and risks. Once the scope is agreed, you receive a fixed-price delivery proposal.
Contact
Let's talk
about the project.
Have an app idea or need technological support? Write to us — we'll prepare a preliminary analysis and estimate within 48h. Projects that go through our DDT process (Discovery, Design & Technology) come with a price guarantee and a fixed-price agreement — a key differentiator for us.
Write to us[email protected]
Visit us
GD
gmi.software Sp. z o.o.ul. Jana Heweliusza 11 / 819
80-890 Gdansk, PolandNearshore product delivery across EU, UK and US time zones.
80-890 Gdansk, PolandNearshore product delivery across EU, UK and US time zones.
NIP: 5252816287KRS: 0000830003
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