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Beyond my expectations, The designs he created were impeccable. - John Walker, COTIQU

Very talented team, responsive and extremely helpful developer. I can not recommend highly enough. - Colin M., Loogaroo

Cogneiss Team is a pleasure to work with, Very prompt and has good communication skills. - Chris Bockish, Fusion CRM

Coleman

Coleman Agency: Revamping Digital Operations with Enhanced CMS, CRM, and API Integrations

Realestate

Coleman Agency partnered with Cogneiss to create their first digital platform. With no existing website or online infrastructure, the goal was to build a new website, custom content management system (CMS), and customer relationship management (CRM) solution from scratch. The project also included the development of a new design that reflected their brand and services, ensuring a professional and modern digital presence.

 

Industry
  • Realestate
Scope
  • Website
  • Web Application Development
  • Web Design
  • CMS
Website design for Coleman Realestate, showcasing a sophisticated SAAS model for efficient real estate project management.
Website design for Coleman Real Estate, showcasing a sleek SAAS model for efficient project and client management in real estate.
01.

overview

Coleman Agency had an existing website that lacked the functionality needed to support their growing business. Their team faced challenges with inefficient content management and manual client relationship processes, as well as the inability to integrate essential third-party data sources. Cogneiss was brought in to revamp the platform by implementing a custom CMS and CRM solution, integrating third-party APIs for real-time data, and modernizing the website design to improve responsiveness and user experience across all devices. The end result was a streamlined, scalable platform that enhanced operational efficiency, improved client engagement, and provided a more dynamic and engaging experience for users.

02.

Challenges

Legacy Website with Limited Functionality:
While Coleman Agency had an existing website, it lacked the advanced functionalities needed for efficient content management and client engagement. The challenge was to integrate a CMS and CRM without disrupting the existing website structure, while improving performance and user experience.

Managing Complex Data from Third-Party APIs:
Coleman Agency relied on data from multiple third-party sources, and the challenge was to integrate this data seamlessly into the new platform. This required creating smooth API integrations that provided real-time updates and ensured data accuracy across the site.

Streamlining Content Management for a Growing Team:

The previous website required technical assistance for even minor updates. Coleman Agency needed a CMS that allowed their non-technical staff to manage content independently, enabling them to quickly respond to changing business needs and update the website as required.

Improving Client Relationship Management:

Without a CRM system, managing leads, client interactions, and follow-ups was a time-consuming and manual process. The challenge was to implement a CRM that streamlined these operations, automated routine tasks, and provided better insights into client behavior.

tablets featuring real estate applications, designed to help builders manage projects and clients in a competitive market.
iPad and tablet showcasing the Coleman Real Estate website design, highlighting a modern and user-friendly layout.
03.

Solution

Cogneiss delivered a comprehensive solution that transformed Coleman Agency’s website into a powerful platform with enhanced functionality, a user-friendly CMS, a custom CRM, and seamless third-party API integrations.

 

04.

Features

Key features of Coleman Agency include:

Website Overhaul:
We improved the existing website design, ensuring a modern and responsive user interface that enhanced navigation and user experience. The site was optimized for mobile devices, ensuring consistency across all platforms.

Custom CMS Development:
A custom CMS was developed using Laravel and Livewire, allowing Coleman Agency’s team to easily manage and update content without requiring technical expertise. This drastically reduced the time and effort needed to maintain the website.

CRM Integration:
A CRM system was integrated to manage client interactions, track leads, and automate follow-up processes. This improved client engagement and streamlined internal processes, allowing the team to focus more on relationship-building and less on manual tracking.

API Integrations:
We integrated several third-party APIs to bring in real-time data crucial to Coleman Agency’s operations. The system was built to handle complex data interactions and ensure accuracy, providing users with up-to-date information seamlessly displayed on the website.

Client Payment Tracking:
The new design ensured that the website provided a consistent and engaging experience across all devices, particularly for mobile users, aligning with modern web usage trends.

User access control:
Establish fine-grained permissions to determine which personnel can step ahead only towards managed data & Data protection threats to meet compliance requirements.
05.

Implementation

Several key phases were identified in the implementation process, including:
Discovery and Planning:
We conducted a series of long, in-depth interviews with the client to get a better understanding of what they wanted out of their software project, and documented key workflows and details requirements.
Design:
We created wireframes and prototypes to reflect the client’s vision through our innovative interface design focusing on user-centric ease of use and functionality.
Built the core functionality of the application using Laravel and React Native to plug into a AWS infrastructure, for scalability and performance.
Testing:
Rigorous testing was performed, including unit, integration, and user acceptance testing, to ensure that the platform met the client’s exacting standards.
Deployment and Training:
Once the system was deployed, we conducted user training sessions to ensure the client’s team could utilize the platform effectively.
06.

Results

Improved Website Usability:
The modernized, responsive website provided a seamless user experience across all devices, increasing user engagement and satisfaction.

Streamlined Content Management:With the custom CMS, non-technical staff could easily manage and update website content, reducing reliance on technical support and saving time.

Enhanced Client Relationship Management:
The integrated CRM system improved client tracking and follow-up processes, leading to faster, more efficient interactions and improved client retention.

Real-Time Data Integration:
Third-party API integrations ensured accurate, up-to-date information was displayed on the website, enhancing the site’s dynamic functionality and improving overall user experience.

Scalable and Future-Ready Platform:
Built with scalability in mind, the platform is ready to handle increasing traffic and future growth, ensuring long-term viability and adaptability for Coleman Agency.

07.

Conclusion

The collaboration between Coleman Agency and Cogneiss successfully transformed their existing website into a fully functional, scalable platform that meets the agency’s evolving needs. By implementing a custom CMS and CRM, integrating third-party data through APIs, and modernizing the design, we provided Coleman Agency with a powerful digital solution that improved operational efficiency and enhanced client engagement. The new platform not only streamlined internal processes but also set the foundation for future growth, ensuring the agency remains competitive in a rapidly changing digital landscape.

 

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