Real Estate · CRM Automation

Estateo

Estateo is a B2B platform for real estate agency workflow automation — from receiving a buyer inquiry, through qualification and property matching, to scheduling viewings and follow-up communication.

This is a live, working system — not a mockup.

The business problem

Estateo

Real estate agencies manually work through a large volume of inquiries, struggle to track which lead is ready for the next step, and find it hard to match buyer preferences with available properties — follow-up is often late or missed entirely.

The system

Estateo brings leads, properties, matching, scheduling and a CRM pipeline together across 10 modules, with the concept of AI assistance built into the entire workflow — qualification, matching and follow-up suggestions.

A buyer inquiry enters the system with basic preferences.

The lead is scored and prioritized based on the criteria on file.

The system suggests properties that fit the lead's preferences.

A viewing appointment is scheduled and logged.

Lead status is tracked through the Kanban pipeline from first contact to close.

Buyers who need extra attention enter the follow-up queue.

How it works

A lead enters the system and receives suggested properties based on the preferences on file (location, type, budget, size). The agent tracks status through an 8-stage Kanban CRM, while a follow-up queue flags buyers who need extra attention.

Key modules
01AI Property Matching — lead-to-property fit
02CRM Kanban across an 8-stage pipeline
03Automations — predefined workflow rules
04Follow-up queue with suggested messages
The value

The system gives agents a unified view of leads, matched properties and pipeline status, with the concept of AI assistance built into the entire workflow.

Technology

Plain PHP 8+ and PDO, MySQL/MariaDB, a custom CSS design system with no external frontend libraries. This is a concept demonstration version — elements labeled "AI" (conversation, match percentage, follow-up suggestions) are currently pre-scripted, template-based content, not live AI model calls; the system is under active development.

Have a similar process?

Every system we build starts with a conversation about the real process, not the technology.

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