Meridian Property Group, a commercial real estate brokerage with 45 agents across 4 Australian cities, was running their entire business on a combination of Salesforce (poorly configured, widely disliked by agents), Excel spreadsheets for deal tracking, and email chains for communication.
Meridian Property Group, a commercial real estate brokerage with 45 agents across 4 Australian cities, was running their entire business on a combination of Salesforce (poorly configured, widely disliked by agents), Excel spreadsheets for deal tracking, and email chains for communication. Agent adoption of Salesforce was below 40%, deal data was unreliable, forecasting was impossible, and the $120,000/year Salesforce licence felt increasingly unjustifiable. They needed a system agents would actually use.
We built a commercial real estate-specific CRM from scratch, designed around the workflows of commercial property agents rather than generic salespeople. Key innovations: property-centric deal model (not lead-centric), integrated deed room for document management, built-in commission split calculator, automated listing publication to commercial property portals, and a mobile app designed for agents who spend most of their day away from their desk.
Screenshot: Pipeline View — commercial property deals organised by stage with drag-and-drop
UI Mockup PlaceholderScreenshot: Property Record — full property profile with listing history, documents, and activity log
UI Mockup PlaceholderScreenshot: Commission Calculator — deal participant splits with automatic calculation on stage change
UI Mockup PlaceholderNext.js 15 web app with React Native mobile app sharing a common API
Node.js / Express backend API with PostgreSQL database
Property-centric data model: Properties, Listings, Deals, Contacts, Companies
Document management with AWS S3, versioning, and e-signature via DocuSign API
Real-time notifications via WebSockets for deal stage updates and task assignments
Commercial property portal integration (REA Commercial, Domain Commercial APIs)
Commission engine with complex split calculations across deal participants
Analytics and forecasting dashboard with D3.js visualisations
“This is the CRM we always wanted but couldn't find. It speaks the language of commercial property — not generic sales. Our agents adopted it immediately because it actually makes their jobs easier. We haven't touched the Excel files since week two.”
— David Thornton, Managing Director, Meridian Property Group
Within 90 days of launch, 94% of agents were actively using the new CRM — compared to 40% with Salesforce. Deal data quality improved dramatically, enabling the first reliable quarterly revenue forecast in the company's 12-year history. The AUD $120,000 annual Salesforce saving funded the entire project in year one, making subsequent years pure profit.
Every case study started with a free discovery call. Let's explore what's possible for your business.
Book Free ConsultationAI-Powered Marketing Automation Platform
GrowthMatic (B2B SaaS) · USA & Canada
AI Passport Photo Processing Platform
PhotoID Pro · UK & Europe