rmd-crm

RMD CRM

RMD CRM is an application that allows the user to import data from google sheets, integrate DocuSeal and send documents to an agent.

Technical Overview

1. Google Sheets Integration

   • Users can import data by providing a Google Sheet ID and sheet name.
   • This feature leverages the Google Sheets API to fetch and parse data directly into the CRM.

2. DocuSeal Integration

   • The CRM integrates with DocuSeal via API key authentication.
   • Users can generate and send real estate documents to agents seamlessly.
   • The integration automates the document creation process, reducing manual effort.

3. Automated Notifications

   • Upon successful document transmission to a property, the system automatically generates a notification.
   • This feature utilizes a backend event-driven architecture to ensure real-time updates.

4. Real Estate API Integration

   • The CRM incorporates a Real Estate API for data verification and enrichment.
   • Users can cross-reference and update property data, ensuring accuracy and completeness.
   • This integration likely uses RESTful API calls to fetch and compare data.

5. Custom Notification System

   • Users have the flexibility to create custom notifications for each property.
   • This feature likely employs a database-driven approach, allowing for persistent storage of user-defined notification rules.
   • The system probably uses a combination of frontend UI for rule creation and backend logic for notification triggering.

These technical features collectively create a robust, data-driven CRM system tailored for a real estate professional, emphasizing automation, data accuracy, and user customization.