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Real Estate CRM Final Year Project Source Code
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Project's Overview
Real Estate CRM is a full-stack MERN web application designed for Indian real estate businesses to manage employees, leads, customer follow-ups, lead assignment, property visit scheduling, field visit verification, geofenced attendance, and role-based dashboards. The system supports the full sales pipeline from lead capture to assignment, qualification, visit scheduling, field verification, and management oversight.
The platform includes 4 role-based portals: Admin, Executive, Inside Sales, and Outside Sales. Admins get full control over employees, customers, visits, attendance, announcements, settings, and property documents. Executives manage team members, customers, and assignments. Inside Sales users handle assigned leads, call/WhatsApp follow-ups, interest tracking, and visit scheduling. Outside Sales users manage field visits with GPS check-in, audio recording, selfie proof, notes, and visit completion workflow.
This project is suitable for B.Tech, M.Tech, BCA, MCA, BE, ME, BSc, and MSc students who need a practical final year project, major project, or minor project based on real estate CRM, lead management, employee management, sales pipeline tracking, geofenced attendance, field visit verification, MERN stack development, MongoDB database design, JWT authentication, role-based dashboards, and admin panel functionality. FileMakr can provide this project with source code, project report, documentation, and setup support for academic submission.
Login Credentials
All passwords are created by the seed script. Re-run npm run seed to reset credentials.
| Role | Password | |
|---|---|---|
| Admin | [email protected] |
admin123 |
| Executive | [email protected] |
exec123 |
| Inside Sales | [email protected] |
inside123 |
| Inside Sales 2 | [email protected] |
inside123 |
| Outside Sales | [email protected] |
outside123 |
| Outside Sales 2 | [email protected] |
outside123 |
Inside Sales login requires GPS within 200 meters of the configured office. The seeded office location is Delhi HQ — Connaught Place with latitude 28.6315, longitude 77.2167, and radius 200 meters.
Related & Popular Projects
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- Secure admin login in this final year project
- Admin role-based access
- Full system control
- Admin dashboard
- View organization statistics
- View employee count
- View customer count
- View visit count
- View attendance statistics
- View quick actions
- View recent customers
- View recent visits
- View recent employees
- Employee management
- List all employees
- Search employees
- Filter employees by role
- Create new employee
- View employee detail
- Edit employee name
- Edit employee email
- Edit employee phone
- Edit employee role
- Reset employee password
- Activate employee account
- Deactivate employee account
- Delete non-admin employee
- Customer / lead management
- List all customers
- Search customers
- Create new lead
- View customer detail
- Edit customer information
- Update interest status
- Assign customer to Inside Sales
- Delete customer
- Lead assignment management
- View unassigned leads
- View assigned leads
- View all leads
- Bulk assign leads to Inside Sales
- Visit management
- List all property visits
- Filter visits by status
- View visit detail
- Review visit notes
- Review visit status
- Review audio recording
- Review selfie proof
- Attendance monitoring
- View Inside Sales login/logout records
- View active attendance sessions
- View completed attendance sessions
- Activity monitoring
- View interactions
- View visits
- View attendance activity
- Announcement management
- Create role-targeted broadcasts
- View all sent announcements
- Delete announcements
- Office settings
- Configure office geofence
- Add office name
- Set latitude
- Set longitude
- Set radius in meters
- Admin profile management
- Update admin name
- Update admin phone
- Change admin password
- Property document management
- Upload property brochures
- Download property documents
- Manage documents through GridFS-backed storage
The Admin Panel includes dashboard, employees, employee detail, customers, customer detail, assignments, visits, visit detail, attendance, activity, announcements, settings, and profile modules.
Executive Features in this Final Year Project
- Executive login
- Team dashboard
- View team statistics
- View recent customers
- View recent visits
- View sales pipeline overview
- Manage team employees
- List team members
- Search employees
- Filter employees
- Create employee
- Edit employee details
- Activate employee account
- Deactivate employee account
- Delete Inside Sales employees
- Delete Outside Sales employees
- Manage customers
- List customers
- Search customers
- Create new lead
- View customer details
- Edit customer details
- Assign customers to Inside Sales
- Manage unassigned leads
- Assign leads to Inside Sales reps
- Update executive profile
- Change executive password
Executives can manage non-admin employees, customers, and lead assignments, but cannot manage admin accounts or delete other executives.
Inside Sales Features in this Final Year Project
- Inside Sales login
- Geofenced login requirement
- Must be within configured office radius
- Dashboard with personal lead statistics
- View total assigned leads
- View new leads
- View interested leads
- View scheduled visits
- View today’s attendance
- View announcements
- Assigned customer list
- Search assigned leads
- Filter by interest status
- Filter by visit status
- Customer detail page
- View lead information
- View masked phone number
- Use call shortcut
- Use WhatsApp shortcut
- Use pre-built WhatsApp follow-up templates
- Log interactions
- Update customer interest status
- Add notes
- Schedule property visit
- View newly assigned leads
- Update profile
- Change password
Inside Sales users manage assigned leads, follow-ups, interaction logs, customer interest status, and property visit scheduling, with geofenced login and phone masking restrictions.
Outside Sales Features in this Final Year Project
- Outside Sales login
- Visit dashboard
- View today’s visits
- View upcoming visits
- View completed visits
- View today’s schedule
- View visit list
- Filter visits by status
- Visit detail page
- Check in at property site
- GPS-based reached status
- Start background audio recording
- Add visit summary notes
- Upload selfie proof
- Mark visit as completed
- View completed visit history
- View cancelled visit history
- Update profile
- Change password
The Outside Sales visit workflow includes scheduled visit assignment, GPS check-in, background audio capture, notes, selfie upload, and completion marking.
- Public marketing homepage
- Hero section
- Product headline
- CTA buttons
- Dashboard preview mockup
- 8 feature cards
- Role portal overview
- Lead to assignment to schedule to verify workflow
- MERN stack badges
- Trust highlights
- FAQ section
- Footer links
- Login page
- Split-layout employee login
- One-click demo account fill
The public landing page includes hero, features, role portals, workflow, technology highlights, FAQ, footer, and login access.
User Roles
| Role | Route Prefix | Access Level |
|---|---|---|
| Admin | /admin |
Full system control for employees, customers, visits, and settings |
| Executive | /executive |
Team management, customers, and assignments |
| Inside Sales | /inside-sales |
Assigned leads, follow-ups, visit scheduling, and geofenced login |
| Outside Sales | /outside-sales |
Field visits, check-in, recording, selfie proof, and visit history |
The CRM uses four dedicated role-based portals for Admin, Executive, Inside Sales, and Outside Sales users.
Lead Management Workflow
Lead Capture
↓
Lead Assignment
↓
Inside Sales Qualification
↓
Call / WhatsApp Follow-up
↓
Interest Tracking
↓
Property Visit Scheduling
↓
Outside Sales Field Visit
↓
GPS Check-in + Audio + Selfie Proof
↓
Admin / Executive Monitoring
The CRM workflow supports lead capture, assignment, qualification, visit scheduling, field verification, and management oversight.
Other Features
- Full-stack MERN architecture
- React 19 frontend
- Vite 8 build tool
- React Router 7
- Tailwind CSS 4
- Axios API client
- PWA support
- Node.js backend
- Express 5 REST API
- MongoDB database
- Mongoose 8 ODM
- JWT authentication
- bcryptjs password hashing
- Multer file uploads
- GridFS media/document storage
- Login rate limiting
- HTTP-only auth cookies
- Geolocation API integration
- MediaRecorder API integration
- Native
tel:phone links - Native
wa.meWhatsApp links - Phone number masking
- WhatsApp message templates
- Role-targeted announcements
- Office geofence settings
- Property document upload/download
- Mobile-responsive dashboards
- Installable mobile PWA
- Indian demo lead data
- Self-hosted deployment support
- No third-party CRM API
- No third-party telephony API
The technology stack includes React, Vite, React Router, Tailwind CSS, Axios, vite-plugin-pwa, Node.js, Express, Mongoose, JWT, bcryptjs, Multer, GridFS, express-rate-limit, cookie-parser, MongoDB, Geolocation API, MediaRecorder API, tel: links, and wa.me links.
Technology Used
| Layer | Technology |
|---|---|
| Frontend | React 19 |
| Build Tool | Vite 8 |
| Routing | React Router 7 |
| Styling | Tailwind CSS 4 |
| API Client | Axios |
| PWA | vite-plugin-pwa |
| Backend | Node.js, Express 5 |
| Database | MongoDB |
| ODM | Mongoose 8 |
| Authentication | JWT, HTTP-only cookies |
| Password Security | bcryptjs |
| Uploads | Multer |
| File Storage | GridFS |
| Security | express-rate-limit |
| Browser APIs | Geolocation API, MediaRecorder API |
| Communication Shortcuts | tel: links, wa.me links |
| Roles | Admin, Executive, Inside Sales, Outside Sales |
Step 1: Open project folder
cd "Real Estate CRM with Employee, Lead and Property Visit Management System"
Step 2: Install dependencies
npm install
npm install --prefix client
npm install --prefix server
Step 3: Configure environment
cp .env.example server/.env
Create or update server/.env:
MONGODB_URI=mongodb://127.0.0.1:27017/real_estate_crm
JWT_SECRET=change_this_to_a_long_random_secret_key
PORT=5000
CLIENT_URL=http://localhost:5173
NODE_ENV=development
Step 4: Start MongoDB
For Windows:
net start MongoDB
For macOS:
brew services start mongodb-community
For Linux:
sudo systemctl start mongod
Step 5: Seed database
npm run seed
The seed command creates demo users, 25 Indian sample leads, visits, interactions, attendance, and announcements.
Step 6: Run development server
npm run dev
Application URLs:
| Service | URL |
|---|---|
| Frontend | http://localhost:5173 |
| Backend API | http://localhost:5000 |
| Health Check | http://localhost:5000/api/health |
The development command starts both backend and frontend concurrently.
Run Separately
npm run dev:server
npm run dev:client
Environment Variables
Create server/.env from .env.example:
MONGODB_URI=mongodb://127.0.0.1:27017/real_estate_crm
JWT_SECRET=change_this_to_a_long_random_secret_key
PORT=5000
CLIENT_URL=http://localhost:5173
NODE_ENV=development
| Variable | Description |
|---|---|
MONGODB_URI |
MongoDB connection string |
JWT_SECRET |
Secret key for JWT signing |
PORT |
Backend server port |
CLIENT_URL |
Frontend URL for CORS |
NODE_ENV |
Development or production mode |
The uploaded documentation lists MongoDB URI, JWT secret, port, client URL, and environment mode as server environment variables.
README Included
Setup Support Available
All passwords are created by the seed script. Re-run npm run seed to reset credentials.
| Role | Password | |
|---|---|---|
| Admin | [email protected] |
admin123 |
| Executive | [email protected] |
exec123 |
| Inside Sales | [email protected] |
inside123 |
| Inside Sales 2 | [email protected] |
inside123 |
| Outside Sales | [email protected] |
outside123 |
| Outside Sales 2 | [email protected] |
outside123 |
Inside Sales login requires GPS within 200 meters of the configured office. The seeded office location is Delhi HQ — Connaught Place with latitude 28.6315, longitude 77.2167, and radius 200 meters.