Property Investment & Client Management System For Realty Finds
Develop a Microsoft PowerApps Canvas application to streamline property investment and client management operations. The solution enables consultants to manage property listings, investment opportunities, client enquiries, property sourcing, site visits, project progress, and document management through a centralized platform. It also automates lead tracking, client communications, approvals, task management, reporting, and notifications using Power Automate. The application provides role-based access, responsive dashboards, and real-time visibility into investment pipelines, improving collaboration and operational efficiency across the property acquisition process.
Project Summary
Develop a Microsoft PowerApps Canvas application to streamline property investment and client management operations. The solution enables consultants to manage property listings, investment opportunities, client enquiries, property sourcing, site visits, project progress, and document management through a centralized platform. It also automates lead tracking, client communications, approvals, task management, reporting, and notifications using Power Automate. The application provides role-based access, responsive dashboards, and real-time visibility into investment pipelines, improving collaboration and operational efficiency across the property acquisition process.
Location: Poole, Dorset, England
Industry: Real Estate / Property Investment / Property Consultancy
Challenge and Requirements
Develop a Microsoft PowerApps Canvas application to streamline property investment and client management operations.
Solution Delivered
CodeScale delivered a powerapps solution using PowerApps, PowerAutomate, SharePoint for Real Estate / Property Investment / Property Consultancy.
Technology Used
- PowerApps
- PowerAutomate
- SharePoint
Business Outcome and Impact
The solution enables consultants to manage property listings, investment opportunities, client enquiries, property sourcing, site visits, project progress, and document management through a centralized platform.
Project Screenshots
