I am an active agent and property manager in Miami. I want to build a systematic, automated workflow using a CRM platform (initially considering ZOHO CRM, but open to suggestions).
💡 Project Goals:
Create a full-fledged CRM system and web infrastructure that automates:
• work with properties (listings, rentals, management),
• collection and processing of owner and tenant data,
• integration with MLS,
• automatic email campaigns with visual content,
• service support through a ticket system.
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🔧 What needs to be implemented:
1. CRM Structure
• Configure modules: properties, clients, owners, tenants, management companies, contractors.
• Support for 30+ active properties with tasks, statuses, files, reminders.
• Maintain a database of owners with complete profiles:
• name, date of birth, email, phone, payment method, address.
• Upload PDF forms signed by clients upon entering into cooperation.
2. Sales Funnels and Lead Generation
• Set up automatic processing of leads from advertising and email campaigns.
• Place leads into the funnel in ZOHO CRM.
• Integrate with ZOHO Campaigns or an equivalent.
3. Integration with MLS and Collection of New Listings
• Connect to MLS via RETS or RESO API.
• AI module/script to extract data on buildings (e.g., Acqualina):
• owners, phones, emails.
• Automatic upload of this information into CRM.
• Set up sending proposals to owners about cooperation (listings).
4. Email Campaigns with Visual Content
• Add 3D tours and floor plans to email campaigns.
• Integrate Matterport / Floorplanner / CloudPano.
• Insert dynamic content (cover + link).
5. Service Requests and Contractor Management
• Contractors (electrician, plumber, air conditioning technician) entered into the system.
• Clients create a request (via email / WhatsApp / form) — it automatically goes to the worker.
• Worker completes the task, uploads photos and invoice.
• Invoice is automatically sent to the owner via CRM.
• Connect with ZOHO Books or another invoicing system.
6. Web Access for Owners
• Through a web application, owners can:
• Track the status of work,
• View expenses and requests,
• See tenants and documents,
• Make payments directly (via connected card).
• The CRM system remains the core — the web platform functions as an external interface.
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✅ What is important to me:
• Experience integrating CRM systems with MLS API (RETS / RESO).
• Ability to design system architecture (CRM + frontend).
• Desire not just to "connect forms," but to build a live, user-friendly business tool.