Custom CRM for a real estate agency in Verona

If you've ever tried running a real estate agency with spreadsheets, you know how quickly things fall apart. This Verona agency had exactly that problem — clients tracked in one spreadsheet, properties in another, negotiations in a third. Nothing was connected.

When an agent left or went on holiday, their knowledge walked out the door with them. Nobody knew where a negotiation stood unless they asked around. And those weekly management reports? They took hours of copy-pasting and cross-referencing across files.

What we built

We designed a custom CRM tailored specifically for real estate workflows:

• Unified client database with complete contact history, preferences, and interaction notes — everything in one profile.
• Property cards with photos, details, pricing, and real-time status (available, under negotiation, sold/rented).
• Full negotiation timeline tracking every step from first contact through viewings, offers, counteroffers, and closing.
• Internal notifications alerting agents when a property status changes, a new viewing is scheduled, or a negotiation moves forward.

How it changed the daily routine

Now every agent sees the same data in real-time. If someone is out sick, a colleague can pick up any negotiation without missing a beat. No more frantic phone calls asking "where did we leave off with that client?"

Weekly reports that used to take hours are now auto-generated — a few clicks and they're ready for the management meeting.

The biggest win? When agents change — and in real estate, they do — all the history stays right where it belongs. No lost contacts, no forgotten negotiations, no starting from scratch. Your data finally works for you instead of against you.