Property & Investment CRM Platform
A CRM covering the full lifecycle from first enquiry through onboarding, agreements, contributions, delivery and payments, across four distinct product lines.
- my role
- Sole developer — data model, permissions, application and deployment
- industry
- Property and investment
- status
- live
note — this system holds sensitive client data, so it is described without naming the client, without a link, and without screenshots of real records.
The problem
Four commercially different product lines were being run through the same inbox and spreadsheets. Each has its own rules, its own paperwork and its own money flow, but none of them had a record that survived a staff change.
What was needed
One internal system that models all four lines honestly, enforces who may see and do what, and captures the public enquiries that start the process.
What I built
A CRM built on row-level database security rather than application-level checks alone: the database itself decides what a signed-in member of staff may read. A catalogued permission model covers every module and action. Public website enquiries land through a single, tightly scoped write path and are triaged inside the CRM under the permissions staff already have.
Key features
Lifecycle pipeline
Enquiry, qualification, onboarding, agreement, delivery and payment stages per product line.
next case study
Case Management & Fee LedgerA case-management platform for a regulated advisory practice: stages, statutory deadlines, tasks, document control and an internal fee ledger.