Real Estate CRM

About This Blueprint

Build a fully operational CRM tailored for real estate agents and brokers managing a mix of prospects, active buyers, sellers, and past clients. The app centers on a visual deal pipeline (Kanban-style) across stages from first contact through closing, paired with a rich contact database, property interest tracking, activity log, and automated follow-up reminders. Whether you're a solo agent juggling 30 leads or a small team coordinating showings and offers, this CRM keeps every relationship and transaction visible in one clean interface — no spreadsheets, no missed follow-ups.

What's Included

• Visual deal pipeline board (Kanban) with columns: New Lead → Contacted → Showing Scheduled → Offer Made → Under Contract → Closed — drag cards between stages
• Contact database table with search, filter by type (Buyer / Seller / Investor / Past Client), and sortable columns for name, phone, email, last contact date, and assigned agent
• Contact detail drawer/modal with property interest tags, budget range, preferred neighborhoods, notes timeline, and linked deals
• Property interest tracker per contact — add properties with address, MLS#, status (Interested / Toured / Passed), and a notes field
• Activity log feed showing all interactions (call, email, showing, offer) with timestamp, type icon, and free-text note — add new activity inline
• Follow-up reminder panel listing overdue and upcoming tasks, sorted by due date, with one-click 'Mark Done' and quick-add new reminder with contact and due date
• Dashboard overview page: total active leads count, pipeline stage breakdown bar, closings this month, and a 'Hot leads' list (contacts not touched in 7+ days)
• Quick-add lead form (name, phone, email, lead type, source) accessible from a persistent top-right FAB button on every view
• Fully responsive layout — pipeline board scrolls horizontally on tablet, collapses to a vertical list on mobile with swipe-to-change-stage gesture hint

Compatible AI Tools

This blueprint has been tested and produces reliable results with: