BNP Paribas Real Estate

When the group CRM doesn't fit the field, build one that connects to it

Context

A regional BNP Paribas Real Estate agency needed local prospect tracking that the group CRM couldn't provide: the corporate system was too heavy, too generic, and designed for different workflows.

Challenge: Build a lightweight field-adapted tool that sales reps would actually use, while cleanly connecting to the group IS (no double data entry). The tool needed to be simple enough for field adoption, yet robust enough to integrate enterprise systems.

Results

• Field adoption : Reps immediately adopted - simple, fast, useful
• More follow-ups : Time saved = more prospects engaged
• Enterprise integration : Syncs cleanly with group CRM, zero double data entry
• Regional visibility : Management now sees real-time sales pipeline
• Faster response : Prospect response time cut in half

Technical solution

We developed a lightweight, high-performance web application, focused on the sales rep user experience:

Features developed:

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  Enriched prospect management : Complete files, interaction history, quality scoring
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  Property visit scheduling : Shared calendar, automatic reminders, optimized routes
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  Follow-up system : Personalized alerts, automatic email sequences, stage tracking
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  Real-time sales dashboard : Visual pipeline, conversions, projected revenue per salesperson
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  Custom report generation : Management templates, client reports, Excel exports
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  Group CRM sync : Automatic import/export, duplicate detection, traceability logs
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  Mobile interface : Prospect and visit consultation on the go
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  Advanced filters : Prospect segmentation by zone, budget, office type

Tech stack

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  Modern frontend : React and Next.js for a smooth, reactive interface
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  Database : PostgreSQL for reliability and performance
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  API integration : Bidirectional sync with group CRM via REST API
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  Rapid deployment : Simple architecture for production in 5 months