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Real Estate Case Study

From Manual Listings to Smart Real Estate Operations

How a real estate firm digitized its property management, streamlined operations, and boosted sales with AI-powered solutions.

Industry

Real Estate

Use Cases

Property Management Portals
AI Automation for Listings
CRM Integration
Cloud-Based Document Management
From Manual Listings to Smart Real Estate Operations

Context

A mid-sized real estate company managing residential and commercial properties was struggling with manual workflows and outdated systems. Property listings were handled through spreadsheets, customer interactions weren't centralised, and transactions took weeks due to paper-based processes. With growing competition from digital-first platforms, they needed to modernize operations, improve customer engagement, and accelerate deal closures.

Challenges faced by clients

Operation Inefficiencies

The existing setup was limiting growth, creating inefficiencies, and reducing customer trust.

Key Challenges Faced:

  • Paper-heavy documentation delayed deal closures
  • Contract approvals and KYC/verification took weeks
  • No digital portal for property search or inquiry tracking
  • Agents spent more time answering basic queries than closing deals
  • Disconnected CRM and finance systems
  • Manual lead tracking leading to missed follow-ups

Solutions we provided

Our Solutions

We introduced a digital-first real estate ecosystem with automation, integrations, and customer-centric tools.

Our Strategic Solutions:

  • Property Management Portal: Centralised platform with live property availability and automated updates across channels
  • AI-Powered CRM: Automated lead nurturing, follow-ups, and smart recommendations for agents
  • Digital Document Management: E-signatures, online KYC, and automated contract generation
  • Cloud Migration: Secure, scalable infrastructure with backups for property data and transactions
  • Customer Portals & Mobile App: Buyers and renters could search, book visits, and track deals online

Tell us your business challenges

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The Outcomes

The transformation helped the firm reduce delays, improve efficiency, and boost customer satisfaction.

40%

Faster Deal Closures with digital document workflows

2x

More Qualified Leads captured and nurtured with AI-driven CRM

60%

Reduction in Manual Workload for agents and back-office teams

35%

Increase in Customer Engagement via portals and mobile app

Technology Stack

Web & Mobile

React
Angular
Flutter_logo

CRM & Automation

salesforce
zoho
HubSpot_Logo

AI & Automation

python
uipath
ai-bot

Cloud Infrastructure

aws-svgrepo-com

Databases

PostgresSQL
MySQL

Document Management

docusign
adobe-sign
workflow

Payment & Finance

stripe
razorpay

Process We Followed

1

Weeks 1-2

1. Discovery & Planning

Analyzed existing property management systems and identified operational bottlenecks. Mapped out customer journey and agent workflows. Created detailed project roadmap with clear milestones.

2

Weeks 3-5

2. Infrastructure Setup

Migrated to secure cloud hosting with auto-scaling capabilities. Implemented robust security and backup systems for property data. Optimized server performance for high-traffic property searches.

3

Weeks 6-9

3. Platform Development

Built responsive property management portals and customer-facing websites. Developed automated listing syndication and CRM integration systems. Integrated digital document management and e-signature workflows.

4

Weeks 10-12

4. Testing & Launch

Conducted comprehensive testing across all devices and property management scenarios. Staged rollout to minimize risk and ensure system stability. Trained agents, staff, and customers on new digital workflows.

5

Post-Launch

5. Ongoing Optimization

Continuous monitoring and performance tuning of property search and CRM systems. Regular updates and security patches. Proactive support and feature enhancements based on agent and customer feedback.

Real Results Across Industries

Explore how we've partnered with businesses to solve complex challenges and drive tangible growth.