Leads. Listings. Campaigns. One Real Estate Marketing ERP.
A custom system that put marketing activity and property inventory into the same pipeline.
- Client
- Real estate marketing operator (NDA)
- Tech Stack
- Custom marketing ERP, lead pipeline, listings inventory, campaign tracking
- Services Delivered
- Development
Results at a glance
The numbers first. The build underneath.
The challenge
In real estate marketing, a lead without a listing context is half useful, and a campaign without a live inventory view is guesswork.
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That split meant marketing spend and inventory never shared one reliable pipeline.
The outcome
Leads, listings, campaigns and follow-up in one ERP
- Marketing activity connected to live property inventory
- Agents working from a shared pipeline instead of scattered tools
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One source of truth for what entered the funnel and what happened next
1
real estate marketing ERP
4
core modules: leads, listings, campaigns, follow-up
Our solution
A custom real estate marketing ERP built around the full commercial loop. Lead capture and assignment.
Read the detail
Lead capture and assignment. Listings as the live inventory agents and campaigns sell from. Campaign tracking tied to those listings. Agent follow-up kept visible in the same system, so ownership and next steps were never left outside the pipeline.
Before
- Leads, listings and campaign activity tracked in separate places
- Agents following up without a shared view of the pipeline
- Marketing spend disconnected from live inventory
After
- Leads, listings, campaigns and agent follow-up in one ERP
- Marketing activity tied to the properties being sold
- One pipeline instead of scattered spreadsheets and chat threads
Pipeline
Leads captured and worked inside the same system as the listings.
Campaigns
Marketing activity connected to live inventory rather than run blind.
Follow-up
Agents working from one shared view of what happened next.
How we delivered it
The journey, architecture, and product surfaces behind the results.
Map the sales and marketing loop
Documented how leads arrived, how listings were maintained, and where campaign and follow-up work was falling out of sync.
Leads and listings first
Built the pipeline and property inventory as the foundation, because every campaign and agent action depended on both.
Campaigns
Connected marketing activity to the listings it was meant to move, so spend was no longer tracked in isolation.
Agent follow-up
Added ownership and next-step tracking so the team could work the same pipeline without losing context between tools.
Before you book the call
Questions about this one
We already use a real estate CRM - how is this different?
A generic CRM tracks contacts. This ties leads directly to live listings and campaign activity, so a lead always carries the property context it came from, and agent follow-up stays visible in the same system instead of a separate chat thread.
Does this work for a single agent, or only a larger brokerage?
The case study describes a team working a shared pipeline. For a solo operation the same structure applies, just with fewer seats - we'd scope it to your team size.
What happens to leads that don't convert right away?
They stay visible in the same pipeline with ownership and next-step tracking, rather than falling out of a spreadsheet or a chat thread once the first follow-up doesn't land.
Next Step
Same problem, different company?
Bring the bottleneck. In 30 minutes you leave with the order of operations - whether or not you hire us.