Building a Full-Fledged Real Estate CRM with ERP·AI in Under an Hour

Building a powerful real estate CRM used to take months of coding. With ERP•AI, I built a CRM in under an hour—no code required! Here’s how I did it with ERP•AI Agents.

Step 1: Build Your CRM with the ‘Create App Agent’

The Create App Agent sets up your CRM’s foundation based on your prompt. If you’re unsure what to include, use AI chat tools like ChatGPT or Perplexity to generate a prompt.

To get started:

1. Log into ERP•AI and go to the Apps section.
2. Click New App, enter a name (e.g., "PropFlow Pro"), and paste your prompt.

Create a Real Estate CRM software designed for real estate agents, brokers, and property managers. The CRM should streamline lead management, automate follow-ups, and provide insights into sales pipelines. Key features should include:

1. Lead & Contact Management
	- Capture and organize leads from multiple sources (website, social media, referrals, third-party listings).
	- Categorize leads based on buyer, seller, renter, or investor type.
	- Assign leads to agents and track engagement history.
2. Property Management & Listings
	- Maintain a centralized database of available properties.
	- Store property details (price, size, location, images, status).
	- Track property history, including viewings, offers, and transactions.
3. Automated Follow-Ups & Communication
	- Auto-send emails, SMS, and WhatsApp messages for lead nurturing.
	- Schedule reminders for follow-ups, meetings, and site visits.
4. Sales Pipeline & Deal Tracking
	- Visual sales pipeline to track progress from inquiry to closing.
	- Customizable deal stages (e.g., Inquiry → Site Visit → Offer Negotiation → Closed).
	- Revenue forecasting based on pipeline data.
5. Task & Appointment Management
	- Agent dashboards with upcoming tasks, scheduled visits, and follow-ups.
6. Reporting
	- Generate reports on agent performance, sales trends, and conversion rates.
	- Predictive analytics for market trends and customer behavior.
	- Customizable dashboards with real-time insights.
7. Document Management
	- Document storage for agreements, property documents, and invoices.

How to Create an App with ERP·AI in a Few Clicks

1. Confirm the AI agent’s analysis of your requirements.
2. Expand the ‘V’ sign to review the AI Agent's breakdown of your prompt.
3. Modify any details as needed and confirm.

Once confirmed, ERP·AI builds your app, incorporating the specified features—just like in the video!

• Master Tables – Includes columns, column types, references to dependent tables, and resolves any circular dependencies.

• Views – Role-based filtered views that determine restricted actions for different users.

• User Roles – Defines permissions for each master table and view.

• Synthetic Data - Sample data for you to test the app.

• Dashboard – Highlights key performance metrics.

• Reports – Generates pre-configured reports for sales tracking, lead management, and deal analytics.

Once the app structure was ready, I moved on to refining it.

Step 2: Modify the App Using the 'Edit App Agent'

To tailor the CRM to specific business needs, here’s how I used the Edit App Agent:

1. Select the Edit App Agent.
2. Instruct the AI to modify the structure, such as:
• Add a column: "Alternate Contact Number" in the Contacts Table.
• Create a table: "Property Listings" with Address, Price, and Status fields.
• Add a formula field: "Days Since Lead Creation" in the Deals Table.
3. Confirm changes.

That's it - your CRM is now customized effortlessly!

Step 3: Adjust Role Permissions with the Roles Agent

With the database set, I fine-tuned access using the Roles Agent:

1. Open Roles Agent
2. Modify Access Levels with prompts like:
• “Allow only ‘Sales Agent’ to edit lead details.”
• “Restrict ‘Client Success Team’ to view-only on ‘Deals’ Master Table.”
3. Review & Confirm Changes to finalize permissions.

Step 4: Onboarding Users with 'Invite Agent'

With roles set, I used Invite Agent to onboard team members:

1. Click "Invite Agent"
2. Enter the user’s email and assign their role (Sales Agent, Transaction Coordinator, etc.).

Here’s the prompt I used:

Step 5: Customize CRM Metrics with the Dashboard Agent

To refine CRM insights, I used the Dashboard Agent:

1. Access the Dashboard Agent.
2. Modify KPIs using simple prompts like:
• “Add ‘High Priority Leads’ widget.”
• “Highlight active deals and revenue forecast.”
• “Rearrange widgets for better visibility.”
3. Save changes—the dashboard updates instantly.

Step 6: Manage Data with the 'Records Agent'

I used the Records Agent for real-time data entry and updates:

1. Open Records Agent and select a table.
2. Add or modify records with simple commands:
• "Add a new lead: John Doe, john@example.com, Status - New Inquiry."
• "Update deal status to 'Negotiation' for Deal ID #1024."
• "Auto-populate sample records for testing."
3. Review and confirm changes.

Step 7: Automate Workflows with AI

To streamline operations, I set up Sales Automation Workflows:

1. Go to Automation Settings in ERP•AI.
2. Use the workflow builder to automate tasks:
• "Auto-assign leads based on territory."
• "Trigger email follow-ups when status changes to 'Interested.'"
• "Send reminders for site visits within 24 hours."
3. Test and activate the workflow.

Here’s a sample automation I built

Build a Real Estate CRM in Minutes—No Code Needed

In less than an hour, I built a fully functional Real Estate CRM with lead tracking, automated workflows, AI-driven analytics, and intuitive dashboards—without writing a single line of code.

With ERP.AI, anyone can create enterprise-grade software effortlessly. Whether you're a solo agent or a large brokerage, you can launch a custom CRM in minutes instead of months.

Try it yourself! Copy my Real Estate CRM template: PropFlow Pro CRM 🚀