CRM Development in Retool for Land Investment Company

A powerful Retool-based CRM integrated with PostgreSQL, designed to streamline lead management, enhance sales workflows, and drive growth for a land investment company.

[ Client ]

About the Client

Holmeland Properties is a family-founded land investment company specializing in acquiring vacant plots, lots, and acreages for investment and development. Committed to sustainable and responsible land development, they aim to preserve the natural beauty and potential of rural communities.

60%
Faster Lead Retrieval: 2wk
Delivered in 2 Weeks: 100%
Real-Time PostgreSQL Sync

[ Challenge ]

Sales Team Needed Fast, Intuitive Lead Management

Our customer required a user-friendly intuitive system in Retool for his sales team to:

Search and retrieve customer details quickly.
Update lead qualification data effectively.
Categorize leads based on qualification scores.
Enable seamless data input and modification via structured forms.

Additionally, the system needed to support future integrations with tools like Zapier while maintaining ease of filtering, sorting, and scalability.

[ Solution ]

Building the Solution

Akveo Retool experts developed a CRM application with the following features:

Lead Search & Data Entry

A search bar allowing sales agents to look up leads using a dropdown list.
Upon selection, a customer form pre-populated with Neon database records is displayed.
Editable fields for sales agents to input additional data.
Checkboxes, dropdowns, and number inputs for seamless data entry.

Customer Form Structure

Pre-Filled (Read-Only) Fields:

Reference Number, Name, Mailing Address, Acres, Offer, Potential Profit, Mailing State, Parcel State, APN.

Editable Fields for Sales Agents:

Preferred Contact Method (Dropdown: Phone, Email, Mail)
Water, Electric (Checkbox)
Call Why Selling (Text Area)
Years Own (Integer)
Call Obstacles (Text Area)
Email Log, Phone (Text Input)
Call How Got It, Call How Mins (Text Area, Integer)
Warranty Deed, Urgency, Back Taxes, Counteroffer Options (Checkboxes)
Flood, Slope, Weird Access (Checkboxes)
Seller Responded, Status, Follow-Up Category (Dropdowns)
Date Last Contact (Timestamp)
Additional Editable Fields: Seller Phone, Notes

Lead Categorization and Tables

Follow-Up Leads Table: Displays leads marked as "Follow-Up".
Qualified Leads Table: Ranks leads from highest to lowest based on a custom qualification score.

[ Results ]

Impact that Matters

The new Retool-based CRM transformed how Holmeland's sales team manages leads and drives conversions.

Faster Lead Retrieval & Processing

The new Retool-based CRM reduced lead retrieval time by 60%, enabling sales agents to access customer details instantly and input data more efficiently.

Improved Sales Efficiency

By centralizing data entry and integrating structured qualification tracking, the CRM streamlined sales workflows, allowing the team to prioritize and engage leads effectively.