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Case Study · Real Estate

Atlas — Internal CRM & Lead Engine

Replaced a tangle of spreadsheets and inboxes with a single CRM that captured leads, tracked deals, and surfaced the pipeline at a glance.

Atlas Property Group · 2024

100%

Leads captured

-44%

Dropped follow-ups

1 view

Pipeline visibility

The challenge

Atlas's agents tracked leads across personal spreadsheets and email, so deals slipped through the cracks and management had no reliable view of the pipeline. They needed one system, with the right person seeing the right data.

Our approach

  1. 1Designed a lead-to-deal data model with clear ownership, stages, and an activity timeline.
  2. 2Built role-based access so agents saw their book while management saw the whole pipeline.
  3. 3Added pipeline and conversion dashboards on top of the same data the agents worked from.

The result

  • Every lead now lands in one system with a clear owner and next action.
  • Management gets a live pipeline view instead of asking for spreadsheet exports.
  • Follow-up gaps dropped sharply once leads stopped living in inboxes.

Services

  • Custom Software Development
  • Business Dashboard / CRM Systems

Stack

  • Next.js
  • PostgreSQL
  • Prisma
  • Auth.js
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