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I run an industrial brokerage team, and we’ve built a custom CRM that includes our full property database, ownership, capital contacts, and deal pipeline. At this point, the system is functional but there are structural and workflow issues — particularly around relationships between contacts, ownership entities, capital sources, and properties — and I’m looking for someone with CRE CRM architecture experience to review it and help improve it. Specifically, I’m looking for someone who can look at it from a commercial real estate perspective and recommend how it should be structured and optimized based on real-world brokerage and investment workflows. Based on your background, it seemed like you might be a good person to speak with. Would you be open to a brief call to discuss?
Mã dự án: 40235871
80 đề xuất
Dự án từ xa
Hoạt động 26 ngày trước
Thiết lập ngân sách và thời gian
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80 freelancer chào giá trung bình $55 USD/giờ cho công việc này

As an experienced mobile app and full-stack website developer with a knack for CRM systems, I believe I can bring significant value to your industrial brokerage team. Having designed and published numerous apps, including marketplaces for sourcing properties and blockchain-based platforms for secure transactions, the task of optimizing your CRM to align with real-world brokerage flows seems ideal for my skill set. With a deep understanding of HTML, PHP, and CRM architecture, I'll be able to dissect your current system's structural issues with precision and devise innovative solutions that suit your unique requirements. My proficiency in project management ensures a thorough evaluation of every aspect of the CRM encompassing relationships between contacts, ownership entities, capital sources, and properties. This will pave way for a comprehensive enhancement ensuring seamless workflow. I'm thrilled at the prospect of collaborating with you on this project. Let's schedule a brief call where I can further understand your needs and we can efficiently strategize how to elevate your existing infrastructure to achieve optimal performance. My commitment is to deliver an upgraded and finely-tailored CRM solution that streamlines your commercial real estate processes and enhances your team's productivity.
$100 USD trong 40 ngày
9,6
9,6

With over a decade of experience in web and mobile development, I understand the importance of having a reliable CRM system for your industrial brokerage team. I acknowledge the challenges you are facing with structural and workflow issues within your current CRM, particularly regarding relationships between contacts, ownership entities, capital sources, and properties. In the realm of commercial real estate, I have successfully worked on similar projects, delivering tailored solutions that enhance operational efficiency and streamline processes. My expertise in CRM architecture aligns perfectly with your requirements, and I am confident in my ability to review and improve your current system based on real-world brokerage and investment workflows. I invite you to take the next step in optimizing your CRM system by initiating a brief discussion with me. I am eager to understand your specific needs and share how my experience can benefit your project. Let's connect and explore the possibilities of enhancing your commercial real estate CRM together.
$50 USD trong 15 ngày
9,0
9,0

Hello, I understand you are seeking a specialist to enhance your custom CRM for your industrial brokerage team. My experience in developing tailored CRM solutions will ensure that your property data is not only efficiently managed but also easily accessible for your team. I can assist in optimizing the user interface and implementing features that streamline your workflow, making your CRM a powerful tool for your brokerage. Additionally, I can help with data integration and analysis, which will allow you to leverage insights for better decision-making. My focus will be on delivering a seamless experience that meets your team's specific needs, ensuring that your CRM supports your business goals effectively. Looking forward to discussing this project further. Regards, Nurul Hasan
$200 USD trong 7 ngày
8,7
8,7

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Website Design, Project Management, CRM, Business Analysis, HTML, Real Estate, Data Management, Consulting, Architecture and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$50 USD trong 5 ngày
9,0
9,0

What you’re describing is a super common issue in custom CRE CRMs the system works, but the underlying data model between contacts, ownership entities, capital sources, and properties isn’t structured cleanly, so workflows start breaking down as you scale. I can help review your current architecture from a real brokerage and investment workflow perspective, then recommend a cleaner structure for contact to entity relationships ownership and capital stack mapping property-level vs deal-level tracking pipeline stages that match real CRE execution data normalization so reporting and automation become easier I’ve worked on complex CRM and deal pipeline systems where relationship modeling is the hardest part, and I’d approach this with both technical depth and CRE practicality. If helpful, I can start with an audit of your schema and workflows, then deliver a clear restructuring plan before any rebuild work. Open to a brief call this week. Thanks!
$60 USD trong 40 ngày
7,9
7,9

Hi, this is Elias from Miami. Thanks for reaching out — your project immediately caught my attention. I understand you’ve already built a functional custom CRM, and now the challenge is less about “features” and more about architecture and workflow design, especially around the relationships between contacts, ownership entities, capital sources, and properties. That’s a very common inflection point for brokerage platforms. From a CRE perspective, this usually comes down to refining: • Entity modeling (Contact vs Company vs Ownership Entity vs Capital Source) • Many-to-many relationship clarity • Deal & pipeline state logic • Property ↔ Owner ↔ Investor linkages • Activity/history tracking • Data normalization vs usability These structural decisions have a huge impact on reporting, searchability, and long-term scalability. I’d absolutely be open to a brief call to understand your current setup and where friction is occurring. Even a short review often surfaces high-impact improvements. If helpful ahead of the call: Q1: What stack is your CRM built on (tech + database)? Q2: Where do you feel the biggest pain today — reporting, data entry, duplication, deal tracking, relationship mapping? Q3: Is this system internal-only or client-facing as well? Happy to connect. Regards, Elias
$50 USD trong 40 ngày
7,4
7,4

I am an expert in Shopify, WordPress, and web development technologies, willing to start RIGHT AWAY. I have the skills and experience to review and optimize your CRM system from a commercial real estate perspective. Let's connect for a discussion on how I can assist you further. Regards, Pooja
$50 USD trong 1 ngày
7,1
7,1

As a skilled CRM expert with extensive experience in website development, I believe I possess the ideal combination of skills to revolutionize your current property database system. My primary focus has always been on creating efficient workflows that enhance productivity and facilitate users in achieving their unique goals. This aligns perfectly with your project’s demand to restructure and optimize the existing CRM system. In addition to my overall technical expertise, I also have a deep understanding of commercial real estate (CRE) operations. I recognize the intricate relationships between contacts, ownership entities, capital sources, and properties, and can utilize this knowledge to provide tangible solutions specific to the needs of your industrial brokerage team. Lastly, adaptability is one of my standout characteristics. No two projects are the same, and I am well-prepared to customize and tailor my skills to meet the demands of your business and enhance your overall CRE operations. If given the opportunity, I look forward to discussing how I can leverage my skills and expertise to create a more streamlined and effective CRM system for your team!
$50 USD trong 40 ngày
6,6
6,6

Hi there, Most custom CRE CRMs fail because they treat properties and owners as flat data points rather than dynamic relationships, leading to broken deal pipelines and fragmented capital tracking. I will restructure your architecture to mirror actual industrial brokerage workflows, ensuring that ownership entities and capital sources link seamlessly across every deal. I have a few questions to better understand your current setup: Are you currently using a specific framework like Laravel for this custom build, or is it a proprietary PHP structure? Does your current entity relationship model support many-to-many associations between capital contacts and property portfolios? Let’s discuss your project now!
$50 USD trong 40 ngày
5,7
5,7

I understand the challenge of aligning CRM structure with real-world commercial real estate workflows. In a past project, I helped a brokerage team untangle similar relationship complexities between contacts, ownership entities, and deal pipelines, which improved their data accuracy and pipeline management significantly. To start, I’d review your current CRM setup focusing on the links between capital sources, ownership, and properties, and then suggest adjustments to simplify data flow and enhance usability for your team. Do you currently track multi-level ownership hierarchies, and how do you handle updating capital contact roles during deals? These details will help tailor improvements. I’m ready to jump on a call and quickly identify practical changes that will strengthen your CRM’s structure and support your brokerage workflow better.
$50 USD trong 7 ngày
5,4
5,4

Hello, I’m excited about the opportunity to contribute to your project. With experience in CRM architecture and data modeling for complex relationship-driven systems, I can review your current structure and help redesign the way contacts, ownership entities, capital sources, and properties interrelate so it reflects real-world CRE brokerage and investment workflows. I’ll focus on clarifying entity relationships, improving pipeline visibility, reducing duplication, and ensuring reporting aligns with how deals are actually sourced, underwritten, and closed. The goal would be a cleaner data architecture that supports acquisitions, dispositions, capital stacking, and relationship tracking without friction as your team scales. I’d be glad to schedule a brief call to understand your current structure and walk through practical improvements. Best regards, Juan
$50 USD trong 40 ngày
4,8
4,8

Dallas, United States
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Thành viên từ thg 2 16, 2026
₹18000-27000 INR
$1500-3000 USD
$25-50 USD/ giờ
€250-750 EUR
$25-50 USD/ giờ
$3000-5000 USD
₹1500-12500 INR
£10-15 GBP/ giờ
$250-750 USD
$10-30 USD
$30-250 USD
$30-250 USD
€250-750 EUR
₹1500-12500 INR
$30-250 USD
₹12500-37500 INR
$250-750 USD
$250-750 USD
$25-50 USD/ giờ
$30-250 AUD