This project calls for the creation of a custom IDX and CRM website with WordPress integration.
Please visit www.LuxurySarasotaRealEstate.com and www.justinhavre.com to see front ends similar to the front end of this project. I have also attached several screen captures of these websites to display functionality only – again, design will be different. Programmer will be given Photoshop files as templates for the design of the site.
I am not partial to any particular programming language as long as the system works as advertised.
Please DO NOT bid on this project if you are not familiar with or have not worked with IDX data feeds in the past. There will be one milestone payment once the IDX portion of the website is completed. There will be a second milestone payment once the WordPress integration is completed. Final payment will be made after the CRM back end portion of the site is complete.
Attached are jpgs of an existing CRM page similar to what we expect the final product to look like. Some options will be different, some features will be added and the layout/design will be different, but these jpgs should give you an idea of what it will look like.
Once the site is operational, the code may be leased out to other users or companies by buyer. Below are additional details about the project. Please let me know if you have any questions at all before placing your bid.
IDX Search Site (Front End Seen By Users)
IDX must be indexable for search engines.
Property Search Page
Clients should be able to enter criteria on this page to sort through properties which will be accessible through the local MLS IDX feed.
Property Results Page
Option to view properties as a list (default), thumbnails or on map
Map search using Google maps. Each property located on the map will have a thumbnail and details on mouse-over.
Each property should display main picture, summary and details as determined by administrator
Property Detail Page
Property detail pages should have additional links for the client to:
Contact the administrator for additional details
Contact the administrator to tour the property
Send the link to a friend
“Like” or “Google+” the listing
Save the property as a favorite
See map and bird’s eye views of property
Print listing
Get Walkscore.com information
Estimate payment information / Speak to lender
Client Control Panel
Client should be able to save/browse/delete properties saved as favorites
Client should be able to save/edit searches
Client should be able to build a profile with picture, contact information and other fields. Be able to add secondary client name, phone and email. Should be able to save lender/inspector information.
WordPress Integration
Wordpress should be integrated so that blog posts can be added to the site.
Should be possible for administrator to easily create IDX links for blog entry. For instance, create blog entry from single listing, or link of sold homes for previous week.
Automated E-mails
Either daily or weekly (determined by client) site should send updated properties to client by e-mail. E-mails will show selective properties based on search criteria saved by client.
Administrator Client Retention Management
Administrators should be able to see all activities of clients. There should be tabs to view active leads/current clients/contracts/settled clients/Discarded Clients
Toggle E-mail alerts should be sent to administrator each time a client:
1. Registers
2. Saves a favorite property
3. Requests a showing
4. Sends listing to a friend
5. Prints a listing
6. Asks for financing information
7. Asks for property details
Stored Client Information
Name
E-mail Address
Phone Number
Username
Password
Original Registration Date
Most Recent Log In
Time Frame
Price Range
Median Price
Average Price
Administrator should be able to add tags to clients. For instance, administrator could add the tag “Military” to a client and could later search all clients for those with the Military tag.
Administrator should be able to create custom e-mail templates. When looking at client detail page, Administrator should be able to click on an e-mail template and the template should automatically populate with client’s information and send from administrator’s email address.
Sale Tracker
Administrator should be able to fill in information on client sale from a table. Alerts should be sent to Administrator based on certain timed events. For instance, if a certain task is not checked within 7 days, an alert is sent via email to the agent.
Administrator should be able to enter contact information for lenders, inspectors, etc. associated with a client. Once contact info is entered, there should be an option to save this information for use with other clients later. Administrator should also be able to send a template email to these additional contacts.
Client Search Function
Administrator should be able to search through clients using any stored criteria or activities. For instance, administrator should be able to sort clients by how many visits they have made, how many phone calls, etc.
Site should track certain client behavior and complete actions based on this behavior. For instance, if client saves a property as a favorite, the site should send an automated email asking if the client needs additional information on the property (e-mail templates to be provided).
Management
System should have a follow up date option. Automated follow up date should be adjustable by administrator. Date should automatically change on certain events. For instance, if administrator logs a telephone call, the follow up date should automatically advance one day.
System should use automated reverse white page search on phone number and provide any information from this search. Also, if administrator logs a phone call and says he spoke to client the site should automatically change the status of the phone number to verified.
Craigslist Integration
On the back end, administrator should be able to choose a listing from the IDX feed and automatically post a listing to Craigslist (ad template to be provided by administrator).
Client Distribution
Multiple agents should be able to register for the site. Administrator should be able to set criteria for leads to be automatically assigned to various agents. Criteria should include but not be limited to location, price range.
