Real Scale
CRM system for Real Estate Brokers
Timeline
2.5+ years
Team
5 team members
About the client
RealScale is a technology company based in Austin, Texas, dedicated to optimizing routine transaction management processes in the real estate sector and creating opportunities for business scalability.
Business challenge
The client's business model involves collaboration with brokerage teams and companies in the real estate sector. The client needed a digital platform that supports synchronization with all necessary third-party applications, meets the highest security standards, simplifies the migration of brokerage transaction documentation, and has an internal specialized task manager.
Project description
RealScale's journey with ErgoServ began with the need to upgrade their existing platform. Despite communication issues with the previous developers, ErgoServ committed to seamless interaction and began enhancing RealScale's operational capabilities.
Work on the Real Scale project encompassed the following key parts:
Email Processing System
Developed an advanced email processing system that automatically integrates with transactions. The system is capable of extracting important information from emails and automatically distributing it into the relevant transaction categories, simplifying management and ensuring efficient data processing.
Workflow Automation
Users were provided with tools for automating work processes, including setting up automatic tasks and templates. This significantly improves productivity, simplifies task management, and automates repetitive operations, increasing overall work efficiency.
Transaction Management Enhancement
Enhanced transaction management functions, making them more efficient and user-friendly. This includes improved integration with FollowUpBoss for transaction data synchronization, improved contact and transaction management, and facilitation of the transaction management process.
Advanced Task Management Development
Developed an improved task management system adapted for the needs of the brokerage business. Includes a variety of task templates, automatic task completion, and the ability to customize tasks depending on specific transaction stages, increasing the efficiency of agents and coordinators.
Reporting and Analytics Upgrade
Improved report generation and analytics, providing users with powerful tools for deeper data analysis and valuable insights. Includes automatic sending of personalized reports and analytical data, simplifying the analysis and decision-making process.
Application Redesign
The application was completely redesigned with a focus on improving user experience, appearance, and functionality. The design has been made more intuitive and attractive, making navigation easier and improving the overall usability of the platform.
Advanced Task Management Development
Developed an improved task management system adapted for the needs of the brokerage business. Includes a variety of task templates, automatic task completion, and the ability to customize tasks depending on specific transaction stages, increasing the efficiency of agents and coordinators.
Reporting and Analytics Upgrade
Improved report generation and analytics, providing users with powerful tools for deeper data analysis and valuable insights. Includes automatic sending of personalized reports and analytical data, simplifying the analysis and decision-making process.
Application Redesign
The application was completely redesigned with a focus on improving user experience, appearance, and functionality. The design has been made more intuitive and attractive, making navigation easier and improving the overall usability of the platform.
Each of these parts was meticulously addressed to ensure that Real Scale not only met but exceeded the operational efficiency and usability that today's real estate professionals demand.
Real Scale project architecture
Key features
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Developed a system that allows for direct data entry from emails into transactions. This simplifies the process of processing and managing emails associated with transactions.
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- Contact Sync: Enabled two-way contact information updates between Real Scale and FUB, simplifying contact management.
- Transaction Sync: Ensures synchronization of transaction data between Real Scale and FUB, guaranteeing up-to-date information in both systems.
- Pipeline Resync: Added functionality to adjust workflows (pipelines) in FUB according to Real Scale data, improving process management.
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Introduced flexible email settings, allowing users to customize sending and receiving emails according to their preferences.
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Expanded transaction management capabilities for transaction coordinators who have access to multiple companies within the Real Scale system, providing them with more tools and opportunities for efficient work.
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Developed dynamic task templates that automate various operations in the brokerage business. These task templates facilitate the planning and execution of daily tasks.
Integrations
Enhancing Capabilities with Smart Integrations
Technologies
We use the most effective stack of technologies tailored to every individual project.
Languages
- Ruby
- JavaScript
- TypeScript
- CSS3
- HTML5
Frameworks
- Ruby on Rails
- Vue.js
Infrastructure
- Amazon Web Services
- Heroku
Databases
- PostgreSQL
- Redis
Let's collaborate to elevate your business
Start with a call“ErgoServ team listen to our needs and provide great solutions and advice. They aren't afraid to challenge our ideas, which is a rare and great quality. Working with ErgoServ is a true partnership.”
Eric Bramlett
CEO of RealScale
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