The deal hub
CRM coreA single home for the group's deal flow, running on the client's own domain rather than a generic vendor URL.
Three business lines, one deal hub.
A California group works across property deals, financing and the legal side of both. We built one CRM hub for the whole pipeline, on the client's own domain, with each person seeing exactly their own book.
One hub
Three business lines in one system
Role-scoped
Coaches see only their own people
Client's own domain
Not a generic vendor URL
Client · Private client — real estate group, California
The starting point
Several people working one pipeline, none of them seeing the same picture of it.
The client
A real estate group whose work spans three related businesses: property deals, financing, and the legal work that comes with both. Several people work the pipeline, and they don't all need — or want — the same view of it.
The problem
Deals were tracked across scattered tools, so nobody had one reliable picture of what was in flight. Adding a person meant adding another spreadsheet, and there was no way to give somebody their own slice of the pipeline without handing them everything.
What we built
One system, built to take the next project
A hub rather than a one-off, on infrastructure the client owns.
Role-scoped pipelines
access controlTeam-level users see everything; coaches see only the people assigned to them. Access is a property of the role, not a convention people have to remember.
Self-serve account setup
onboardingNew users set their own password through a reset flow, so no working credential is ever sent by email.
Transport security
hardeningForced HTTPS and session cookies that only travel over it — not a given when an app moves onto a new hostname.
Continuous development, not a one-off
New projects hang off the same system.
This one is built as a hub deliberately. Work from any of the three business lines lands on the same foundation as it comes up, and the hostname is a single configuration value, so the whole thing can be rebranded without a rebuild.
The outcome
One place the deals live, under their own name.
What changed for the team
Everyone works one pipeline instead of a private spreadsheet, and each person sees exactly the slice of it they are meant to.
What changed for the group
The deal flow sits on a system and a domain they own, and the next project starts on that foundation rather than from scratch.
Similar problem?
Pipeline living in spreadsheets and inboxes?
Book a discovery call. We'll map what one system would need to hold before it's worth building.
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