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Kayfalls/bodidibeng-crm

Domain:

socioeconomic

Record type:

software
Creator:
Kay
Host:
Agent CRM & lead pipeline for South African real estate agencies # Bodidibeng Properties — Agent CRM & Lead Pipeline > A full-stack CRM system built for South African real estate agencies. Replaces WhatsApp chaos with a structured Kanban lead pipeline, automated follow-ups, WhatsApp Business integration, and real-time agent dashboards. **Live Demo:** crm-demo.bodidibengproperti… **API Docs:** api-demo.bodidibengproperti… --- ## The Problem Bodidibeng Properties was managing buyer and seller leads across multiple WhatsApp chats with no visibility, no structure, and no accountability. Leads were falling through the cracks, agents had no clear pipeline, and management had no way to track performance. This CRM solves that. --- ## Features ### Lead Management - **Kanban Pipeline** — Drag-and-drop leads across stages: New → Contacted → Viewing → Offer → Closed - **Lead Profiles** — Full contact details, budget, preferred areas, activity history - **Auto-Assignment** — New website/WhatsApp leads auto-assigned to agents by availability - **Bulk Operations** — Update multiple lead statuses in one action - **Smart Search** — Full-text search across name, phone, email ### Agent Collaboration - **Real-time Updates** — Kanban board updates instantly via WebSockets (no refresh needed) - **Activity Log** — Every call, email, WhatsApp message, and status change logged automatically - **Follow-up Reminders** — Set follow-up dates; agents get notified when due - **Performance Dashboard** — Conversion rate, response time, leads per agent ### Communication - **WhatsApp Business API** — Send messages directly from the CRM via Twilio - **Email Notifications** — Automated follow-up reminders via Resend - **SMS Alerts** — Lead assigned notifications to agents ### Tech - **Real-time** — Socket.io for live board updates and notifications - **Caching** — Redis caches dashboard stats and lead lookups - **Rate Limiting** — Protection against abuse on all API endpoints - **Role-based Auth** — Admin / Ma …