CRM Development in Retool for Land Investment Company

Automation

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 and acreages for investment and development, committed to sustainable and responsible land development.

Automation

United States

2 weeks

Low-Code Development

Retool

60%

Faster Lead Retrieval

2wk

Delivered in 2 Weeks

100%

Real-Time PostgreSQL Sync

[ Challenge ]

Sales Team Needed Fast, Intuitive Lead Management

Search and retrieve customer details quickly across a large lead database.
Update lead qualification data effectively with structured scoring.
Enable seamless data input that syncs directly to PostgreSQL without manual effort.

[ Solution ]

Building the Solution

Akveo's Retool experts developed a CRM with a search bar allowing sales agents to look up leads using a dropdown. Upon selection, a customer form pre-populates from PostgreSQL (Neon). The system includes structured lead scoring, automated categorization, and real-time sync ensuring data accuracy across all devices.