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Multi-industry CRM case study

Two industries. One connected CRM.

Zulferon designed, developed, and delivered a complete CRM for Probiz International—unifying Business Setup and Real Estate operations without forcing either team into a generic workflow.

Business setupReal estateRuby on RailsRole-based access3-week delivery
Probiz International CRM
Probiz International CRM dashboard
Project overview

A production CRM delivered end to end

Planning, product architecture, database design, business logic, full-stack development, testing, deployment, and handover were completed as one focused delivery.

3 weeksArchitecture to production
2 industriesBusiness setup and real estate
One systemShared customers and activity
2026Project completion
The challenge

Unify different operations without flattening their workflows

Business Setup required structured service cases, documents, approvals, and operational stages. Real Estate required inquiries, properties, interests, deals, and sales pipelines.

Shared data, specialized workflows

The architecture keeps core entities connected while allowing each department to work through its own operational logic.

  • Replace spreadsheets and scattered lead handling
  • Preserve ownership, status, priority, and activity history
  • Give managers visibility across teams and departments
  • Support future modules, automation, and reporting
Operating journey

From inquiry to completed service or deal

Capture

Record source, status, priority, requirements, and ownership.

Qualify

Route the customer into the right service or property workflow.

Execute

Manage tasks, documents, stages, assignments, and checklists.

Follow up

Keep notes, communication, reminders, and next actions together.

Measure

Review lead volume, conversion, team activity, and outcomes.

Complete product tour

Eleven views across both departments

The interface keeps complex operational data searchable, structured, and practical for daily users.

01

CRM command centre

Leads · Operations · Performance
Multi-industry CRM dashboardView full screen
02

Lead management

Sources and qualification
CRM lead management
Searchable leads with ownership, priority, status, and activity context.
03

Business setup

Service operations
Business setup operations
Structured onboarding, cases, documents, approvals, and service stages.
04

Customer records

Relationship context
CRM customer records
Profiles connect communication, assignments, services, and opportunities.
05

Opportunity pipeline

Deals and outcomes
CRM opportunity pipeline
Track deal stage, value, ownership, progress, and final outcomes.
06

Tasks and follow-ups

Team accountability
CRM task management
Reminders, next actions, notes, and operational checklists.
07

Real estate operations

Properties and inquiries
Real estate CRM operations
Property interests, buyer and tenant leads, follow-ups, and sales activity.
08

Team activity

Performance visibility
CRM team performance
Ownership and productivity signals across sales and operations.
09

Reports

Operational analytics
CRM reports
Lead, conversion, activity, and pipeline reporting for managers.
10

Administration

Roles and permissions
CRM administration
Controlled access for admins, managers, sales, and operations.
11

Configuration

Scalable operations
CRM configuration
Settings support future teams, modules, reports, and automation.
Core capabilities

A shared foundation with industry-specific control

Business setup

  • Client onboarding and service cases
  • Document collection and approvals
  • Operational stages and internal assignments

Real estate

  • Properties, inquiries, and interests
  • Buyer and tenant lead workflows
  • Deal pipelines and sales activities

Team operations

  • Role-based access and ownership
  • Tasks, reminders, notes, and checklists
  • Search, filters, and structured views

Management

  • Lead volume and conversion dashboards
  • Team activity and deal progress
  • Reliable relational reporting
Technology

A scalable Rails CRM architecture

Ruby on RailsRelational CRM data modelBusiness logic layerValidationsRoles and permissionsResponsive UIDashboards and reportsTesting and deploymentProduction handover
Outcome

A working operational foundation delivered in three weeks

Probiz International gained one professional system for leads, clients, tasks, cases, properties, deals, reporting, and team accountability—with room for future modules and automation.

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