AI Integration & Automation

Custom CRM & Lead Tracking Dashboard

A real estate agency needed to replace scattered spreadsheets with a unified lead pipeline. We built a custom CRM with automated lead capture, status tracking, and follow-up reminders.

The Challenge

Leads came from multiple sources (web form, phone calls, referrals) and landed nowhere organized. The team had no way to track deal stage, follow-up history, or pipeline value.

Our Solution

We built a custom Supabase-powered CRM dashboard integrated with n8n automation. Web form submissions auto-populate the pipeline. Status changes trigger WhatsApp and email notifications. A weekly digest is emailed to the owner.

Results

Lead response time dropped from 4 hours to 8 minutes. No leads missed in 3 months. Pipeline visibility increased deal close rate by an estimated 20%.

The agency was managing leads across 4 spreadsheets, 2 email inboxes, and sticky notes. Every new lead required manual data entry. Follow-ups were missed. Deals were slipping through the cracks.

Frequently Asked Questions

Can this CRM be adapted for industries other than real estate?+

Yes. The core architecture — lead capture, pipeline tracking, automated notifications, and reporting — applies to any business that manages a sales funnel. We have adapted similar systems for professional services, home renovation, healthcare, and retail. The customization is in the stages, fields, and automations, not the underlying structure.

What does 8-minute lead response time mean vs. 4 hours?+

Research consistently shows that leads contacted within 5 minutes convert at dramatically higher rates than those contacted after an hour. Reducing response time from 4 hours to 8 minutes moved this team from well below optimal to well above it — directly impacting close rate. The automation makes this possible without adding headcount.

What is the difference between a custom CRM and tools like HubSpot or Salesforce?+

Off-the-shelf CRMs are built for average use cases — they may have 90% of what you need but create workarounds for the other 10%. A custom CRM is built exactly for how your business operates: your stages, your fields, your notification rules, your reporting. For businesses with specific workflows, a custom build is often faster to use and cheaper to run long-term than an enterprise subscription.

How does the Supabase + n8n combination work for a CRM?+

Supabase provides the database layer — storing leads, contacts, status history, and pipeline data. n8n is the automation engine that triggers actions when data changes: a new lead auto-fills from a form submission, a stage change triggers a WhatsApp notification, a scheduled job sends the weekly digest. The combination creates a CRM that is both a database and an active workflow engine.

Project Details

Category

AI Integration & Automation

Services Used

AI AutomationCustom CRM & Web AppsLead Generation

Tags

CRMn8nSupabaseLead TrackingReal Estate

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