Real estate platform case study

Property discovery meets a complete sales engine.

Prime Finder connects buyers, investors, agents, and developers through a premium property website and an internal CRM built around the full customer journey.

Public property websiteReal estate CRMAI-assisted matchingMeta WhatsAppRuby on Rails 8

Prime Finder property experience

Prime Finder public real estate website homepage

One connected platform

From first property search to completed deal

Prime Finder centralizes discovery, inquiry capture, property matching, customer communication, viewings, proposals, negotiations, and deal completion.

2Connected customer and team experiences

7Core platform views showcased

LiveWhatsApp Cloud API integration

PlannedMeta Lead Ads attribution

The challenge

Replace disconnected tools with one reliable operating system

Real estate teams often manage listings, inquiries, WhatsApp conversations, appointments, and deals across separate systems. The result is slower response, duplicated data, missed follow-ups, and limited sales visibility.

Prime Finder centralizes the work

The platform gives customers a considered property-discovery experience while giving internal teams the context and controls needed to move each inquiry forward.

One source of truth for properties, projects, units, communities, developers, contacts, and agents
Connected qualification, shortlisting, viewing, proposal, negotiation, approval, and deal workflows
Communication and activity history preserved against the customer record
Secure role-based access for agents, managers, publishers, and administrators

The customer journey

Every stage carries context forward

Discover

Search ready and off-plan inventory across properties, projects, units, and communities.

Capture

Turn website inquiries, newsletters, WhatsApp, and campaign responses into CRM leads.

Match

Rank relevant inventory against buyer requirements and create personalized shortlists.

Engage

Coordinate messages, calls, emails, tasks, follow-ups, proposals, and viewings.

Close

Manage negotiations, approvals, milestones, history, and completed property deals.

Platform experience

A premium website. A powerful CRM behind it.

The public experience builds confidence and captures intent; the CRM gives the team one operational view of inventory and customers.

Prime Finder public website

Customer-facing property discovery

View full screen

Prime Finder CRM command centre — High-intent lead alerts, sales performance, upcoming viewings, pipeline value, and live activity.

Prime Finder secondary property inventory — Searchable secondary inventory with publication state, ownership, agents, pricing, and filters.

Prime Finder primary property inventory — Projects, developers, handovers, units, payment plans, construction, and website publishing health.

Prime Finder off-plan project detail — Inventory, units, commercials, media, interested leads, deals, activity, and publishing history.

Prime Finder CRM contacts — A searchable directory connecting contacts with owners, opportunities, activity, and deal context.

Prime Finder smart property matchmaker — Backend-ranked property recommendations based on buyer intent, budget, location, and requirements.

Key capabilities

Built for property discovery and sales operations

Property experience

Ready and off-plan property listings
Property, project, unit, community, developer, and agent pages
AI property chatbot and assisted search
Blog, brochure, and property content management

Lead intelligence

Website inquiry and newsletter capture
Buyer-requirement and property matching
Lead shortlists and personalized proposals
Qualification, approval, and deduplication workflows

Sales operations

Deal pipelines, milestones, and approval history
Viewing, task, call, email, and follow-up management
Contact and developer relationship management
Reports, exports, notifications, and activity history

Publishing and governance

Property publication review and approval
Automatic image branding and brochure generation
Role-based permissions and secure authentication
OTP and two-factor authentication

Meta integration

Customer conversations today. Campaign attribution next.

Prime Finder brings WhatsApp into the CRM and defines a clear next step for connecting Meta advertising with qualified sales outcomes.

Implemented

WhatsApp Cloud API

A centralized WhatsApp inbox lets agents communicate with customers without switching away from Prime Finder.

Secure Meta webhooks for inbound messages
Text, templates, images, video, audio, and documents
CRM contact association and unread tracking
Delivery, read, and failure status updates
Secure media downloads and 24-hour service-window controls
Permissions, rate limiting, signature verification, and background processing

Proposed addition

Meta Lead Ads

The planned integration will connect Facebook and Instagram Instant Forms with CRM assignment, follow-up, and campaign attribution.

Facebook / Instagram advertisement Customer submits an Instant Form Meta webhook sends the lead to Prime Finder CRM validates, deduplicates, and assigns Agent notification and WhatsApp follow-up

Planned attribution from campaign and ad set to qualified lead, viewing, and completed deal

Technology

A modern, secure Rails platform

Designed for reliable background processing, real-time updates, secure integrations, and AI-assisted property search.

Ruby on Rails 8PostgreSQLREST APIsSolid QueueSolid CacheSolid CableMeta Graph APIWhatsApp Cloud APIJWT & DevisePunditLocally hosted AIPDF generationAutomated image processing

Outcome

One platform for discovery, communication, and property sales

Prime Finder reduces manual work, improves response times, preserves customer and campaign context, and helps agents move buyers from inquiry to completed property deal more efficiently.

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