Unified lead management for luxury real estate

Problem

There were few solutions on the market capable of supporting a large luxury real estate brokerage. Premier Estate Properties needed an all-in-one system to capture and follow up on every inquiry, understand their market share, and effectively manage their agents.

Challenge

Leads originated from many different sources in various formats and via multiple channels. Incoming leads had to be automatically assigned to agents based on property location. Moreover, affiliate partners each provided visitor and lead data differently – some in incompatible formats, and some provided no structured data at all.

Our Solution

We developed a custom all-in-one CRM and robust reporting system tailored to the client’s needs. We also built new public-facing websites and mobile applications, all integrated with the back-office SharePoint system and multiple MLS (Multiple Listing Service) providers. This unified platform consolidated lead information from every source, automatically routed leads to the appropriate agents, and gave management clear insight into performance and market share.

AI CRM ASSISTANT (MCP+CLAUDE)

Developed a backend and MCP server integrating a CRM system with an LLM (Claude), enabling users to access data on leads, contacts, and properties through a chat interface.

The system converts natural language queries into structured database requests and returns relevant information in a clear, user-friendly format.

Key Features

• Chat-based access to CRM (natural language interface)
• Support for core entities: leads, contacts, properties
• Role-Based Access Control (RBAC):
  • agents can access only their own data
  • business owners have elevated access
• Secure read-only database access
• Integration with Microsoft authentication

Technology Stack

• Node.js (MCP server)
• .NET Core (backend)
• Claude (LLM)
• Microsoft Authentication (Azure AD / Entra ID)
• Internal CRM database

Business Value

• Simplifies access to CRM data without relying on complex UI
• Reduces time spent searching for information
• Minimizes risk through a read-only architecture
• Improves agent productivity