Custom CRM for Real Estate
A commercial real estate firm outgrew its expensive, white-labeled Salesforce CRM—too many unused features, key workflow gaps, and an upcoming end to vendor development. They partnered with ProsperSpark to build a custom Airtable + Softr CRM that kept what worked, fixed what didn’t, and delivered a flexible, cost-efficient system shaped directly by user input.
From the partner
📙BACKGROUND:
A Northeast–based commercial real estate firm had been relying on a white-labeled Salesforce platform for its CRM. While popular, the national platform came with significant drawbacks: a high per-user cost, a clutter of unused features, and critical functionality that never quite fit the team’s workflow. When the vendor announced that product development would be discontinued the following year, the firm knew it was time to pivot.
They partnered with ProsperSpark to design a modern, custom CRM built on Airtable and Softr. The result: a flexible, cost-efficient system that preserves the best elements of their previous platform while adding the tailored features their team had been missing—built directly from user input and real-world process needs.
✨FUNCTIONS:
- See properties on map.
- Filter by radius, city, state.
- View/Edit property information.
- View/Edit tasks.
- View/Edit contacts.
- View/Edit deals.
- View/Edit groups.
- View/Edit email campaigns.
📊RESULTS:
- Saved thousands of dollars annually in software fees.
- Had a solution customized to their exact needs.
- More efficient workflow.
Demo
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Partner details
ProsperSpark
We are an established professional firm of 25 that provides professional consulting to our almost 600+ clients in the U.S. and Canada since 2018. ProsperSpark helps businesses automate and streamline their systems using tools like Excel, Airtable, Salesforce, Zapier, and Make. We turn complex processes into smart, efficient workflows—so your data works for you, not the other way around.