Realist CRM

Realist is a CRM for agencies that sell and lease premium property. It connects listings, clients, viewings and follow-ups so agents can match the right property to the right buyer quickly and never lose track of a conversation.

Listings were kept in spreadsheets, client preferences in agents' heads and follow-ups in personal phones. When an agent was unavailable, nobody else could pick up the client. Searching for a property by area meant scrolling rows of addresses.

We designed around the two questions agents ask most: which properties match this client, and who needs a call today. The data model links clients to preferences and listings to locations, so both questions have an answer on one screen.

• React front end with map-first property search
• Python FastAPI back end
• PostgreSQL for listings, clients and activity history
• Mapbox for geospatial search and property mapping
• Twilio for automated SMS follow-ups

Agents search listings on a map, filter by area and criteria, and attach properties to clients. Each client has a pipeline stage, a history of viewings and messages, and scheduled follow-ups that the system can send automatically.

• Map-based property search with area filters
• Listing management with media
• Client pipelines and preference matching
• Viewing schedules and activity history
• Automated SMS follow-ups
• Agency-level reporting

• The map is the default view because agents think in neighbourhoods, not in rows.
• A 'today' list shows every follow-up due, across all clients, in one place.
• Visual design matched the premium tone of the listings agents present to clients.

• React
• Python
• FastAPI
• PostgreSQL
• Mapbox
• Twilio

Separately deployed front end and API with managed PostgreSQL and environment-based configuration for messaging providers.