The Challenge
In a conversation with a real estate client, I learned about a daily friction point in their workflow: there was no system to automatically capture incoming leads or track when each one needed a follow-up. Potential clients were getting lost in the noise — inquiries came in through different channels, and nothing connected them to a clear, trackable process.
The Solution
I built a lightweight CRM automation using n8n, Streamlit, and PostgreSQL. A client fills out a form through a shared link or website. The moment it's submitted, the agent receives an instant notification. From a simple dashboard, the agent can mark when to follow up with each lead and pull up the full history of past interactions at any time — no spreadsheets, no missed leads.
Watch It In Action
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Project Details
Replaced a manual, error-prone process with an automated lead-to-follow-up pipeline — built directly around a real client's daily workflow.
How It Works
Lead Capture
A potential client fills out a form through a shared link or the agent's website.
Instant Notification
The moment the form is submitted, an automated workflow notifies the agent in real time.
Follow-Up Tracking
The agent marks follow-up dates on a simple dashboard and revisits full lead history anytime.