The Problem: A twenty-year-old desktop CRM, an on-premise mail server, files in a cloud bucket nobody could search, and listings copied by hand from three portals. The brokers wanted one system that knew every contact, property, and lease — and answered questions about them.
What We Built: A custom CRM with a contact manager, property and listing manager, listing ingestion from the major commercial portals, a share-link system for sending multiple properties, a deals pipeline with tenant, landlord, and rep fields, reminders and follow-ups, tagging with CSV export, an active-leases tool with spreadsheet import and document upload, monthly property emails with five blast layouts, and a public request page wired straight in. Integrations with Outlook (two-way mail and contacts), OneDrive, Constant Contact, QuickBooks Online (one company per entity), and the phone system so call transcripts land on the contact. Ask AI over all of it — Claude with web search, a connected spreadsheet, voice chat, AI deal-stage moves, LOI term extraction, and redline summaries — required 2FA, and an installable PWA. Underneath: the legacy CRM, mail, and file migrations to Microsoft 365 and OneDrive.
The Result: The CRM launched in April 2026 and has shipped weekly since — contact sync, call transcripts, spreadsheet-connected AI, voice chat, and the PWA all live by mid-August 2026, with a client update sent for each.
Built for a family-run commercial real estate brokerage.