The Problem

One Group Developers, a prominent real estate player in 8 cities, relied on Appsheet, for managing their operations. However, as their business scaled, they faced challenges with Appsheet's limitations. Manual tasks like lead segmentation, follow-ups, and payment tracking were time-consuming and error-prone. Prompting them to explore fully automating operations.

Solution

To address these challenges comprehensively, our team proposed migrating the application to a custom-built SAAS solution leveraging Bubble.io for the frontend and Xano for the backend infrastructure. This transition provided flexibility and security, crucial for handling sensitive data. We designed a unified platform accessible to all departments, with controlled feature access at an user level, managed by administrators.

AI-powered Autofill

Integration with Google Vision AI and ChatGPT automated data entry. Critical information from uploaded documents, like government IDs and agreement details, is automatically extracted and populated in the system.

Intelligent Payment Management

Interests are automatically calculated, with features like email reminders, penalties for missed payments, calculates additional interest for missed payments, and maintains comprehensive payment summaries, prioritizing interest clearance over principal amounts for payment processing, akin to advanced banking tools.

Performance Tracking Dashboard

A comprehensive dashboard tracks and manages leads, sales, and customer relations effectively, including employee and broker performance analysis by comparing lead conversion rates.

Real-time Sales Management

A dedicated sales dashboard empowers the team to track and manage prospects, update statuses, and receive automated performance reports, facilitating informed decision-making for sales managers.

Streamlined Booking Processes

Users can upload handwritten booking forms, and the system automatically fills the relevant details, eliminating manual data entry. Significantly reducing time consumption compared to manual form filling, thus enhancing operational efficiency.

The ultimate impact

The successful implementation of our solution yielded significant positive outcomes for both our client and end-users:

Increased Application Adoption

Ensured that all departments streamline Standard Operating Procedures (SOPs) and manage tasks more efficiently, fostering organizational efficiency.

Streamlined Operations

Automating manual tasks freed up valuable employee time for strategic initiatives and customer engagement.

Enhanced Customer Engagement

The CRM system facilitated consistent follow-ups, improving customer satisfaction and reducing missed opportunities.

Optimal Brokerage Management

The sales dashboard provides clear visibility into brokerage commissions, preventing errors and ensuring fair compensation.

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