Selection and configuration of CRM for a real estate agency
Task:
Find and set up a CRM system that best meets the needs of a real estate agency with international projects (Dubai, Bali, Turkey, and other countries). The CRM should provide convenient organization of properties, storage of information on investment real estate, and the ability to export presentations for clients in PDF format.
Initial data:
I am considering Bitrix24 and amoCRM, but there may be more suitable solutions that I am not aware of. It is necessary to analyze alternative CRMs if they better meet our task.
Main requirements for the CRM:
1. Flexible data storage structure
• There should be an option to organize properties by countries (Dubai, Bali, Turkey, etc.).
• Within each country, properties should be grouped not by individual apartments, but by projects, with the ability to detail information by types of apartments, layouts, and investment characteristics.
2. Working with investment real estate
• The property card should include:
• Project data (developer, completion dates, infrastructure).
• Types of apartments (studios, 1+1, 2+1, etc.), not each apartment separately.
• Financial information (ROI, installment plans, expected returns).
• Main renders and materials for presentation.
3. Function to export properties to PDF presentation
• The ability to select multiple properties and quickly generate a presentation with the necessary data.
• Automatic insertion of information (prices, renders, purchase conditions).
4. Integrations and ease of use
• Integration with WhatsApp, Telegram, email.
• Ability to work in the cloud.
• Simple and clear interface for managers.
What is needed from the freelancer:
1. Analyze Bitrix24 and amoCRM, how well they fit our tasks.
2. Suggest alternative CRMs if they better meet the requirements.
3. Assist with CRM setup:
• Create the structure of properties and projects.
• Set up templates for exporting PDF presentations.
• Integrate the system with messengers and email.
If you have experience setting up CRM for real estate agencies or working with investment projects, it will be a plus. I look forward to your proposals!
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30 days601 USD
318 30 days601 USD
Good day, we are developing our own CRM system and have a solution for real estate. We specialize in automating business processes.
Advantages:
- One-time payment
- Adaptation to your business processes
Let's discuss in private messages in more detail, and we are confident we can fulfill your request)
The cost I indicated is the one we can start from, based on the technical specifications.
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1 day31 USD
267 1 day31 USD
BAS MB (https://www.bas-soft.eu/soft/bas-mass/bas-small-business/) will solve most of your task and will serve as a basis for further development and connection of necessary modules.
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14 days33 USD
537 2 0 14 days33 USD
Good day! Anton, I propose an alternative - the Planfix system ( https://planfix.ua/).
Advantages of Planfix:
- Flexibility in customization: We will be able to adapt the system to your unique needs by creating fields and functions that meet your tasks.
- Cost: Planfix is available at more affordable prices, which can further contribute to saving funds for your project.
- Integration with social networks and messengers: You will have the ability to communicate with clients in social networks and messengers from a single window in Planfix.
Regarding your technical specifications, we have several cases that we could show you. I invite you to a consultation to discuss the details and find the optimal way for the successful implementation of your project.
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150 days27 USD
400 2 0 150 days27 USD
Hello!
My team has been working with Bitrix24 for over 10 years. We have experience in similar projects.
All tasks need to be discussed in detail and divided into stages.
The estimated budget is 10-15 thousand dollars.
If you are ready to talk, write in private messages.
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30 days22 USD
278 30 days22 USD
Good day!
Bitrix24 and amoCRM are not very suitable for your structure; you need the ability to create custom modules and relationships for storing objects, which cannot be done in these systems. Plus, they are Russian.
I can suggest considering Zoho CRM; this system allows you to fully customize the structure to your needs, store projects by countries, types of apartments, investment indicators, and set up automatic export of presentations to PDF. You can also connect messengers and email for communication from the contact/deal card.
If you're interested, I can show a demo of this system and estimate the approximate time for implementation.
Have a good day!
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30 days601 USD
3638 7 0 30 days601 USD
Good afternoon! We are developing systems specifically for business needs. We do not use ready-made solutions, but create our own, so that the system is tailored to the business, rather than the business adapting to an existing system.
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123 days27 USD
842 2 0 123 days27 USD
Anton, welcome!
We are Develin Core, experts in implementing CRM/ERP systems with 5 years of experience. We specialize in configuring CRM for various businesses, and we have experience implementing a CRM system for a real estate agency in Warsaw.
You can check out examples of our work here:
Freelancehunt
❌ We do not work with Bitrix24 and amoCRM, as they are Russian products.
✅ However, we will find an alternative solution that fully meets your needs and is safe for international business.
… What we will do for you:
🔹 We will select a CRM that meets your requirements (with a flexible data structure and integrations).
🔹 We will set up the structure of objects (by countries, projects, types of apartments).
🔹 We will create PDF presentation templates with automatic information substitution.
🔹 We will integrate the CRM with WhatsApp, Telegram, email.
🔹 We will train your team to work effectively in the system.
We are ready to discuss the details and start working!
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