Real-Estate CRM & Deal Platform

A command center he owns outright.

ARC replaces a rented real-estate CRM with a self-built one — lead work, deal execution, e-sign, campaigns and a public lead funnel, running on the agent’s own domain and his own database.

The challenge

Renting the software that holds your client relationships means a vendor is standing on top of your business. Wright Abney’s public site was hosted through his CRM vendor, and a registrar lookup during the build came back fully masked behind a privacy proxy — there was no way to confirm from the outside whether he or the vendor controlled that domain. That isn’t a pricing problem. That’s leverage.

The rented platform had a second problem, and this one had a number on it: 737 visitors to his site produced zero leads, because everything worth looking at sat behind a REGISTER / SIGN IN wall.

What we built

ARC — one platform covering both halves of the job, the lead side and the deal side:

  • 248 contacts migrated off the old platform’s API with source, timeline, budget and area intact — including the do-not-call, do-not-text and disqualified flags its CSV export had quietly dropped
  • A lead list that states the next action outright, instead of leaving an agent to assemble it from a score, a stage and a date
  • Deal execution on the GAR contract’s real deadline chain — earnest money, due diligence, loan application, appraisal, financing, survey and title, walkthrough, closing
  • A from-scratch e-sign engine: upload a PDF, place the fields, send it, sign it in the browser, and get the merged copy back with a signing certificate attached
  • Follow-up plans that stop themselves the moment a real conversation starts
  • Campaigns, a social planner, property reports, net sheets and commission tracking
  • No-login public surfaces — a home-value lead page, a client deal portal, a signer page, one-click unsubscribe — so nothing a customer needs sits behind a signup wall
  • Fair housing checked when a message is composed, when it’s edited, and again at the send boundary; TCPA restrictions take the channel away rather than graying it out
  • Installs to a phone home screen and runs standalone, because the lead half of this job happens between showings

Where it stands

Straight, because a case study that oversells is worth nothing to the next client. The lead half is live and worked daily, and the platform’s scheduled jobs run hourly against production. The deal-execution half — deadlines, net sheets, commissions, envelopes — is built and verified end to end, but hasn’t yet had a real closing pushed through it, and no campaign has been sent from ARC yet. The last step off the old vendor is waiting on that unresolved domain question, not on missing features.

The result

The client relationships, the contact history, the contracts and the lead funnel now sit in a database he owns, on a domain he controls, with no per-seat bill and no vendor able to hold any of it hostage. It’s the same approach we bring to every custom CRM and sales platform we build.

A look at it

ARC holds real client records, so its interior screens stay private — that’s the deal we make with every client. Below is the staff sign-in and the public lead page: the two surfaces with nobody’s data on them.

ARC sign-in screen branded to Hardy Realty & Development Co.
The front door — branded to the brokerage, on the agent’s own domain.
ARC public home-value lead capture page with no login required
The public home-value page — no account, no wall. The answer to 737 visitors and zero leads.

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