Real Estate CRM
Real Estate CRM
Designing an intelligent CRM to empower real estate agents and turn leads into closed deals.
Designing an intelligent CRM to empower real estate agents and turn leads into closed deals.
To be the operational brain of the modern real estate agent, an intelligent platform that centralizes client management, automates communication, and provides insights to accelerate the sales cycle.
Nexus transforms reactive "firefighting" into a proactive process of nurturing relationships, ensuring no business opportunity is lost due to disorganization or lack of follow-up.
To be the operational brain of the modern real estate agent, an intelligent platform that centralizes client management, automates communication, and provides insights to accelerate the sales cycle.
Nexus transforms reactive "firefighting" into a proactive process of nurturing relationships, ensuring no business opportunity is lost due to disorganization or lack of follow-up.
To be the operational brain of the modern real estate agent, an intelligent platform that centralizes client management, automates communication, and provides insights to accelerate the sales cycle.
Nexus transforms reactive "firefighting" into a proactive process of nurturing relationships, ensuring no business opportunity is lost due to disorganization or lack of follow-up.
Product
Product
Problem
Problem
Problem
Real estate agents and agency managers need an effective way to manage a large volume of contacts (leads) at different stages of the buying process. Currently, they struggle with data disorganization in spreadsheets and inconsistent manual follow-up, which leads to the loss of qualified leads and a drop in productivity. This directly results in fewer closed deals and an inability to measure the effectiveness of their marketing strategies.
Real estate agents and agency managers need an effective way to manage a large volume of contacts (leads) at different stages of the buying process. Currently, they struggle with data disorganization in spreadsheets and inconsistent manual follow-up, which leads to the loss of qualified leads and a drop in productivity. This directly results in fewer closed deals and an inability to measure the effectiveness of their marketing strategies.
Lead Journey Map
Lead Journey Map
Lead Journey Map
Mapping the agent's workflow to identify key pain points and uncover opportunities for automation and efficiency.
Mapping the agent's workflow to identify key pain points and uncover opportunities for automation and efficiency.
1
Capture
Receives lead via email from portal, WhatsApp, or notes in book
Pain Points
Manual data entry, risk of forgetting or error
Manual data entry, risk of forgetting or error
Opportunities
Automatic lead capture via integration with portals and web forms
Automatic lead capture via integration with portals and web forms
2
Qualification
Calls the lead to understand profile and needs
Pain Points
Scattered notes, no central location to record search profile
Scattered notes, no central location to record search profile
Opportunities
Client profile with structured fields (budget, rooms, neighborhoods of interest)
Client profile with structured fields (budget, rooms, neighborhoods of interest)
3
Nurturing
Tries to remember to send new properties or relevant news periodically
Pain Points
Manual, inconsistent and time-consuming process. Lead 'cools off'
Manual, inconsistent and time-consuming process. Lead 'cools off'
Opportunities
Creation of 'Nurturing Journeys': automatic email flows
Creation of 'Nurturing Journeys': automatic email flows
4
Negotiation
Schedules visits, sends proposals via email and awaits response
Pain Points
Difficulty tracking sent proposals and follow-up dates
Difficulty tracking sent proposals and follow-up dates
Opportunities
Visual funnel (Kanban) to move client between stages
Visual funnel (Kanban) to move client between stages
5
Closing
Formalizes the sale, collects documents
Pain Points
Documentation scattered across emails and folders
Documentation scattered across emails and folders
Opportunities
'Negotiation' area in client profile for document upload and centralization
'Negotiation' area in client profile for document upload and centralization
6
Post-Sale
Tries to maintain contact for future referrals
Pain Points
Client is forgotten after the sale
Client is forgotten after the sale
Opportunities
Post-sale automation: purchase anniversary emails and satisfaction surveys
Post-sale automation: purchase anniversary emails and satisfaction surveys
Automatic Lead Capture
Automatic Lead Capture
Automatic Lead Capture
Visualizing a critical user flow: how the system automates lead capture, distribution, and initial engagement without manual intervention.
Visualizing a critical user flow: how the system automates lead capture, distribution, and initial engagement without manual intervention.
1
1
Trigger
Trigger
Client fills out 'Learn more' form on real estate website
2
2
Automatic Capture
Capture
Nexus receives data via API and creates new CONTACT in first funnel stage
3
3
Distribution
Distribution
System checks assignment rules (e.g., round-robin rotation)
4
4
Assignment
Assignment
Lead is assigned to next agent in queue (e.g., Pedro)
5
5
Notification
Notification
Agent receives instant notification about the new lead
6
6
Automatic Task
Task
System creates 'Call new lead' task due in 2 hours
7
7
Nurturing
Nurturing
Lead enters welcome journey and receives first email automatically
CONTACT (LEAD/CLIENT)
Core Object
Atributos:
Name
Phone
Funnel Stage
Score (Lead Score)
Search Profile
CONTACT (LEAD/CLIENT)
Core Object
Atributos:
Name
Phone
Funnel Stage
Score (Lead Score)
Search Profile
CONTACT (LEAD/CLIENT)
Core Object
Atributos:
Name
Phone
Funnel Stage
Score (Lead Score)
Search Profile
Platform Architecture
Platform Architecture
Platform Architecture
Outlining the platform's sitemap and information architecture to ensure a logical and intuitive navigation structure.
Outlining the platform's sitemap and information architecture to ensure a logical and intuitive navigation structure.
Dashboard
Dashboard
KPIs, Tasks, Funnel Summary
KPIs, Tasks, Funnel Summary
Contacts
Contacts
List, Kanban Funnel, Filters
List, Kanban Funnel, Filters
Properties
Properties
Portfolio, Search, Registration
Portfolio, Search, Registration
Automations
Automations
Journeys, Email Templates
Journeys, Email Templates
Reports
Reports
Performance, Conversion
Performance, Conversion
Settings
Settings
Profile, Team, Integrations
Profile, Team, Integrations
Nexus
Nexus
Nexus
Primary
Hex #15352E
Primary
Hex #6BD25F
Primary
Hex #6BD25F
Secondary
Hex #FF564F
Secondary
Hex #73C5FF
Secondary
Hex #FF564F
Secondary
Hex #FDCF3B
Bold
Bold
Helvetica
Helvetica
Buttom
Buttom
Dashboard
Big numbers at top
Today's Leads • Overdue Tasks • Ongoing Deals
Visual charts
Pie: Lead Sources • Bars: Sales Funnel
Prioritized list
Next Tasks organized by urgency
Dashboard
Big numbers at top
Today's Leads • Overdue Tasks • Ongoing Deals
Visual charts
Pie: Lead Sources • Bars: Sales Funnel
Prioritized list
Next Tasks organized by urgency
Dashboard
Big numbers at top
Today's Leads • Overdue Tasks • Ongoing Deals
Visual charts
Pie: Lead Sources • Bars: Sales Funnel
Prioritized list
Next Tasks organized by urgency
2024
Nexus
I developed the end-to-end concept for a specialized CRM for the real estate market, designed to turn disorganization into efficiency. Nexus automates communication, organizes the sales funnel into a visual kanban, and provides insights for agents and managers to close more deals, ensuring no opportunity is ever lost.
