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Zenith CRM

A property enquiry and viewing tracker that replaced spreadsheets for an estate agency.

ClientZenith Estates
TypeWeb app
Timeline14 weeks
Delivered2025
Web app

The problem

Leads, viewings and follow-ups lived in several spreadsheets, so enquiries were missed and nobody could see the full picture.

What we did

  • Mapped the real enquiry-to-sale flow with the agents before designing screens.
  • Built a pipeline board, viewing calendar and follow-up reminders.
  • Imported existing spreadsheet data with a checked migration.
  • Delivered in four milestones with a demo after each.

The outcome

  • One shared pipeline for the whole team.
  • Follow-up reminders replaced memory and sticky notes.
  • Managers see activity by agent and by property.

Built with

Vue 3LaravelPostgreSQL

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