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Real Estate Management Platform

Our team took over the development of this all-in-one SaaS-based CRM system 2.5 years ago. The platform is explicitly tailored to the needs of landlords and other businesses operating in the real estate sector. We’ve integrated 8 third-party systems, fixed bugs, and significantly expanded the product functionality. 

Real Estate Management Platform

About this Project

years ago
third-party integrations
satisfied users 
user roles 

The idea behind this solution was to provide users with all tools they need to run a real estate business. It is specifically designed for companies operating on the property market, so the functionality is precisely focused on building management. 


A target audience of the platform include:

  • Landlords of multiple rental properties
  • Facility management agencies 
  • Small and mid-sized hotels
  • Property maintenance service providers


The main benefit of this CRM is that users don’t need to install any additional software to manage their property businesses because the system covers all typical workflows, including:  

  • Monitoring the occupancy/vacancy of housing units
  • Lease administration
  • Full-cycle billing and invoicing 
  • Management of property owners and tenants
  • Management of suppliers and service providers
  • Tenant solvency checking
  • Financial reporting & accounting 


How the platform works:


1. Hosts add housing units, tenants, service providers (e.g. janitors, cleaners), and other information to the system. 2. The platform streamlines the processes by allowing users to manage all finances, tenants, and problems in one place.  3. Users save time and money since they get rid of manual work and don’t have to purchase any additional tools to efficiently run their businesses.


With the help of the platform, real estate companies can also create a customized landing page for marketing purposes. Such pages will contain a brief description of rental property and show its location on the map. In addition, the platform allows page visitors to review all available dates and book a visit online. 



The platform has complex functionality aiming to automate core aspects of real estate businesses. It offers three feature packages — each one covers a different spectrum of front-office functions. Users can choose a feature package depending on the size of a property portfolio they own or manage. 


To save users’ time, we created an intuitive platform structure that makes every feature easy to find.



Financial summary (revenue & expenses)
Tracking tenant issues
Statistics (building, units, outstanding & overdue rents, etc.)
Latest activity & logs


Adding/deleting rental properties
A list of leases (incl. finance leases)
Units & tenants
Tracking rents outstanding
Storing files and notes; linking them to units 



Landing page:

Domain name
Customized theme color 


Stripe payment
QuickBooks account

Tenant helpdesk:

Creating issue tickets
Tracking issues 


In addition, the platform has 6 user roles. Every role is assigned with different access rights, capabilities, and permissions. 




No CRM system can cover all needs of a real estate business if it works in isolation. We connected the platform with 8 third-party systems that are most commonly used by property managers and owners. The key platform integrations include:

Stripe / BlueSnap

Payment solutions for easy rent collection. To enable online invoicing, we used Stripe’s/BlueSnap's subscriptions.

Ansible AWX 

A web application for automation of software configuration and deployment. We integrated it with the platform to set up an efficient backup system that helps users avoid data losses.


Accounting software for small and mid-sized businesses. It simplifies the management of bills/invoices as well as the performance of other tasks related to accepting business payments. Our team set up two-way synchronization of QuickBooks and the platform. So if a user makes changes in one system, the data is automatically updated in another one as well.


An AI-based system helping landlords perform tenant screening. It allows users (i.e. property owners and managers) to minimize business risks by checking the background and solvency of potential tenants. 

Google Drive / Dropbox

Popular file hosting services. We connected them with the platform to enable automatic storage and synchronization of digital documents.


How we improved the platform


When the client approached us, the platform had already been functioning but it lacked many features. So our main task was to extend product functionality. 

Yet, after our developers reviewed the code written by the previous team, they found out that its quality was rather poor. Besides, the previous team left no software documentation. So before developing new pieces of functionality, we had to figure out how everything works and ensure the continuous operation of the system. 

Here are the key improvements that we made: 

We used Ansible to set up an effective backup system. It allows us to make backups every hour.
We integrated Stripe and BlueSnap, so now the client doesn’t need to monitor payments — everything is done automatically. The system itself disconnects debtors and sends invoices to users. This helps the client save a lot of time and avoid mistakes. 
We developed an easy-to-use builder that allows users to create customized landing pages; choose themes, colors, and branding for them; add information about a company and building units; book visits, etc.

How we organize the work 


The client’s company is located in Canada, meaning that we have to deal with the five-hour time difference. But a result-oriented approach and cooperative attitude from both sides help us effectively handle all possible inconveniences. 



The team working on this project consists of a web-developer, QA, project manager, and system administrator.  



To enable a development process despite the long-distance cooperation, we use Jira   connected with Confluence and GitLab.


Project Management Process:

Our team has weekly calls with the client where we discuss completed tasks and plan the work for the next week. After a call, we create tasks in Jira and set a priority for each of them. 



Once programmers are done writing code, they deploy it to a development server. At the next stage, our QA specialists and the client test if everything works correctly. We deploy the code to a live server only after we ensure that there are no bugs.