["Bubble","Custom CRM","Workflow Automation"]
Appointment Management System for Real Estate Agents
Full fledged appointment management system to help real estate agents and their supporting ISAs

Appointment Management System for Real Estate Agents
Category: Custom CRM and Workflow Automation
Technology Stack: Bubble.io, Twilio API, Email Integration, Custom Workflows
Project Overview
We developed a cutting-edge Appointment Management System tailored specifically for real estate teams, enhancing the efficiency of lead management and appointment coordination. The system bridges the gap between CRMs, agents, and ISAs (Inside Sales Agents) by automating workflows, reducing manual overhead, and ensuring seamless communication.
This tool is a one-stop solution for real estate professionals to manage leads, schedule appointments, track outcomes, and monitor team performance—all while maintaining a simple, user-friendly interface.
Key Features
Automated Lead Integration
- Direct API integration with client CRMs to pull in leads and update statuses dynamically.
- Real-time syncing to ensure accurate data across platforms.
Smart Appointment Assignment
- Weighted rotation logic to ensure fair lead distribution among agents based on performance metrics.
- Override capability for ISAs with reasoning logs for auditing purposes.
Seamless Communication
- Integrated with Twilio for automated SMS reminders and updates for agents.
- Email notifications sent to agents, ISAs, and managers for critical workflow steps.
Dynamic Rescheduling
Easy-to-use rescheduling forms, accessible via short URLs sent by SMS or email.
Updates are automatically synced with the central database.
Performance Dashboards
- Custom visualizations showcasing agent performance, lead sources, and appointment outcomes.
- Insights into team efficiency with KPIs like time-to-appointment and no-show rates.
Customizable User Roles
- Multi-user system with tailored access for ISAs, agents, and managers.
- Managers can track lead assignment patterns, oversee agent performance, and approve reschedules.
Scalable Integration
- APIs and Zapier workflows to integrate seamlessly with existing systems like BoomTown CRM.
- Flexible design allows future modules like offer management, escrow tracking, and post-sale follow-ups.
Benefits Delivered
- Reduced manual workload for ISAs, ensuring more time for meaningful client interactions.
- Improved agent accountability with automated reminders and follow-up tracking.
- Enhanced transparency in lead distribution and appointment assignment.
- Data-driven decision-making through detailed performance reports.
- Seamless scalability, allowing for future feature additions to support growing real estate teams.
Outcome
The Appointment Management System has transformed how our client’s real estate team handles leads and appointments. With automation at its core, the system has streamlined workflows, improved communication, and provided unparalleled visibility into team performance.
Ready to streamline your business workflows like this?
Contact Us Today to learn more about how we can build custom solutions tailored to your needs.
Internal application delivered to client. Hosted with integration to on-prem databases to reduce data redundancy and privacy while maintaining strict security controls and logging.
Built using our Bubble Editor in n0c0de account