Lead information was spread across different tools and records, making it difficult for teams to maintain a complete and consistent view of each opportunity.
Real Estate Technology Case Study
How TRUEROOT centralized leads, projects, bookings and real estate sales operations
A custom real estate CRM and mobile application that brought leads, follow-ups, projects, inventory, site visits, bookings, brokerage and team performance into one connected sales platform.
Real Estate CRM Development
Lead & Sales Management
Web CRM & Mobile Application
CLIENT
TRUEROOT Realty
Industry
Real Estate & PropTech
Solution
Real Estate CRM & Mobile App
Services
UX/UI · CRM Development · Mobile App
Project Overview
One platform for connected real estate sales and CRM operations
TRUEROOT needed more than a basic lead management system. It required a connected real estate CRM where teams could manage leads, projects, follow-ups, site visits, bookings, employees, brokerage and sales performance from one place.
Solverix developed a custom real estate CRM and mobile application that connects day-to-day sales activities with centralized reporting and operational control. The web CRM helps administrators and managers assign leads, track project inventory, monitor conversions, manage bookings and review team performance, while the mobile app enables telecallers and field executives to manage assigned leads, follow-ups, customer details and site visits from anywhere.
TR
Real Estate Sales Management
“A connected real estate CRM built to simplify lead management, sales operations and team performance.”
T
TRUEROOT Team
Real Estate Operations
The Challenge
Disconnected real estate workflows limited sales visibility and team coordination
TRUEROOT needed a better way to connect leads, follow-ups, projects, site visits, bookings, employees and sales performance within one system. Managing these activities across separate tools and manual processes made it harder to track opportunities, coordinate teams and maintain clear visibility across the sales cycle.
Fragmented Lead Management
01
02
Follow-Up & Assignment Gaps
Sales teams found it difficult to track next actions, while manual lead assignment increased delays and created additional coordination work.
03
Disconnected Projects & Bookings
Project, inventory, booking and customer data were not connected, making daily real estate sales operations harder to manage from one place.
04
Limited Sales & Team Visibility
Managers had limited visibility into employee productivity, lead conversions, bookings, brokerage and overall sales performance.
— BUSINESS IMPACT
Built for faster and more connected real estate sales operations
1
Centralized flight booking and management platform
Unified CRM and mobile application for lead, project and sales management
0
360°
Visibility across bookings, agents, payments and transactions
Centralized view of leads, follow-ups, projects, bookings and team activity
0
°
24/7
Secure operational access for travel teams and booking agents
Mobile access for telecallers and field executives to manage leads and site visits
0
/7
LIVE
Lead conversions, bookings, sales performance and team reporting
— THE SOLUTION
A connected real estate CRM built around TRUEROOT’s sales workflow
Instead of managing leads, projects, follow-ups, site visits, bookings and team activities through separate tools, Solverix structured TRUEROOT as one connected real estate sales platform. The solution brings CRM operations, mobile access, project tracking, booking management and performance reporting into a centralized system.
CRM & SALES OPERATIONS
01 / 02
Centralized control over leads, projects and sales activities
The web CRM gives administrators and managers one structured workspace to assign leads, manage projects and inventory, monitor follow-ups, track bookings and review sales performance in real time.
- Centralized lead assignment and follow-up management
- Project, inventory, booking and customer tracking
- Real-time visibility into conversions and sales activity
MOBILE SALES OPERATIONS
02 / 02
Mobile access for telecallers and field executives
The TRUEROOT mobile CRM enables sales teams to access assigned leads, update customer information, schedule follow-ups, change lead status and manage site visits from anywhere.
- Assigned lead and customer access on mobile
- Follow-up scheduling and lead status updates
- Site visit management for field sales teams
01
Lead Management
Capture, assign and manage real estate leads with organized customer records, lead statuses and follow-up activities.
02
Follow-Up Automation
Schedule and track follow-ups so sales teams can manage next actions consistently and reduce missed opportunities.
03
Project & Inventory Tracking
Manage property projects, available inventory, booking activity and related customer information from one centralized system.
04
Site Visit & Booking Management
Track site visits, customer movement, booking progress, brokerage and related sales activities through connected workflows.
05
Team & Performance Reports
Monitor lead conversions, booking activity, employee productivity and sales performance through real-time dashboards and structured reports.
06
Mobile CRM Access
Enable telecallers and field executives to manage assigned leads, customer details, follow-ups and site visits directly from the mobile application.
— OUR APPROACH
Designed for stronger lead management, sales visibility and scalable real estate operations
01
Sales Workflow Discovery
We studied TRUEROOT’s lead flow, follow-up process, project tracking, site visits, bookings, brokerage and team reporting requirements.
02
CRM Structure
We organized leads, projects, inventory, customers, bookings, employees and sales activities into one connected real estate CRM structure.
03
Web & Mobile Development
We designed and developed the web CRM and mobile application around the daily workflows of administrators, managers, telecallers and field executives.
04
Testing and Refinement
— PROJECT PREVIEW
A closer look at the real estate platform built for TRUEROOT
Explore how TRUEROOT brings lead management, projects, follow-ups, site visits, bookings, team activity and sales reporting together through a connected CRM and mobile application.
LEAD MANAGEMENT
Centralized control over leads and follow-up activities
Sales teams can manage assigned leads, customer records, lead statuses and follow-up actions through one structured CRM workflow.
SALES PERFORMANCE
Clear visibility into conversions and team activity
Managers can monitor lead conversions, booking activity, revenue, project performance and employee productivity through real-time dashboards and reports.
MOBILE CRM
Connected lead and site visit management for sales teams
Telecallers and field executives can access assigned leads, update customer details, schedule follow-ups, change lead status and manage site visits directly from the mobile application.
TECHNOLOGY STACK
Reliable technology selected for scalable real estate operations
TECHNOLOGY STACK
Reliable technology selected for scalable real estate operations
The TRUEROOT technology stack supports centralized CRM workflows, real-time sales reporting, secure backend operations and mobile access for telecallers and field executives within one connected real estate platform.
TS
React
CRM Frontend Framework
TS
CSS3
TypeScript
Application Development Language
N
NestJS
Backend Framework
TS
Prisma ORM
Database ORM
M
PostgreSQL
Database
AWS
Flutter
Mobile App Framework
D
Firebase
Mobile App Services
G
AWS
Cloud Infrastructure
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