How we built a tailor-made CRM for KL Real Estate Advisory
Full development of a custom CRM system with a client portal for real-time tracking of every stage of the real estate financing process.
About KL Real Estate Advisory
KL Real Estate Advisory is a company specialized in real estate financing advisory, guiding clients from simulation through to key handover.
The company managed dozens of simultaneous financing processes using spreadsheets and WhatsApp, leading to rework, missed deadlines, and a lack of visibility for clients regarding their process status.
The Challenge
Management of dozens of simultaneous financing processes via spreadsheets, with no standardization or centralized history.
Clients called daily to check financing status, overwhelming the team with repetitive inquiries.
Critical financing deadlines missed due to lack of automated alerts and tracking.
Inability to generate reports and metrics on approval rates, average process time, and team performance.
The Solution
We developed a complete, tailor-made CRM with a client access portal, notification automations, and management dashboards — all customized for the real estate financing workflow.
Custom Financing CRM
Complete system with a visual pipeline of stages (simulation, credit analysis, property appraisal, approval, contract, registration, and key handover), client profiles, documents, and interaction history.
Client Portal
Exclusive access area for each client to track all stages of their financing in real time, view pending documents, receive progress notifications, and communicate directly with their assigned advisor.
Automations & Dashboards
Automatic deadline alerts, email and WhatsApp notifications at each stage change, plus management dashboards with conversion metrics, average time per stage, and individual performance.
“The system JL Growth Digital built transformed our operation. Our clients now track everything through the portal without needing to call, and we have total control over every process. It was a game changer.”
Results Achieved
The results after implementing the custom CRM demonstrate the impact of software developed specifically for the business's real needs.