The Challenge
Most real estate acquisition teams use generic CRMs that don't fit their workflow. Leads fall through cracks, follow-up is inconsistent, and there's no clear visibility into pipeline health. I needed to build a CRM that matched how acquisition teams actually work.
The Solution
I built a custom CRM specifically designed for real estate acquisitions. The system prioritizes:
- Speed-to-lead with instant notifications and click-to-call
- Automated follow-up sequences that run without manual intervention
- Lead scoring based on property and seller signals
- Pipeline visibility with stage-based tracking and forecasting
Technical Implementation
The CRM was built using modern automation platforms for rapid iteration and reliability:
- Make.com for complex workflow orchestration and API integrations
- n8n.io for self-hosted automation workflows and data transformations
- Twilio integration for calls, SMS, and voicemail drops
Key Features
Intelligent Lead Routing
Leads are automatically scored and routed based on configurable rules. Hot leads get immediate attention; long-term nurtures go into automated sequences.
Follow-Up Engine
A sequence builder that lets teams create multi-touch follow-up campaigns. Sequences adapt based on lead responses and engagement signals.
Activity Tracking
Every call, text, email, and note is logged automatically. Team leads have full visibility into rep activity and lead engagement.
Mobile-First Design
Acquisition reps work from the field. The CRM is fully responsive with one-tap calling and voice-to-text notes.
Results
The custom CRM solved the problems generic tools couldn't:
- Zero lead leakage with automated assignment and follow-up
- Sub-5-minute speed-to-lead for all inbound leads
- Consistent follow-up across the entire team
- Clear pipeline visibility for forecasting and planning