Project Advisor
Describe what you want to build. We'll point you to the exact project to start with and the ordered path through it — read straight from the ecosystem, never invented.
Based on Build a CRM with AI
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Execution path
for Real Estate CRM
A structured route from idea to working output — the steps, assets, and tools in order.
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Define what your CRM must do
Outcome Requirements grounded in your contacts, deals, and pipeline. -
Cut it to a first release
Outcome A first-release scope centered on the core sales loop.
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Model the CRM data
Outcome A contacts/accounts/deals/pipeline schema that fits the sales process. -
Design the API around contacts and deals
Outcome An API contract for contacts, deals, and pipeline operations. -
Design the pipeline UI
Outcome A component system for the pipeline board, contacts, and deals.
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Build roles and record ownership
Outcome Roles and record-ownership rules for reps, managers, and admins. -
Integrate the sales stack
Outcome Email, calendar, and lead-source integrations wired reliably. -
Run a security review
Outcome The auth, record-ownership, customer-data, and integration paths reviewed for vulnerabilities before release.
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Ship the CRM
Outcome The CRM shipped with a rollback path and monitoring.
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