Nov 25, 2022
No image
Custom CRM Development and Cloud Migration for JLL

Custom CRM Development and Cloud Migration for JLL

more 1 year
United States, Chicago, IL
view project
Service categories
Domain focus
Real Estate


1. Customized client's Dynamics 365 CRM business logic. 2. Enhanced search experience of their data. 3. Reduced time on custom report and PDF generation. 4. Revolutionized the opportunity management process. 5. Boosted data analysis with powerful dashboards. 6. Improved document management with CSV and Excel export/import. 7. Built a tool to avoid generating duplicates in the system. 8. Empowered brokers and clients with the stacking plan builder.


1. Dynamics 365 CRM Customization. 2. Custom CRM App on Top of Dynamics 365. 3. White-Glove Concierge, 24/7 Support, and Operations Teams. 4. On-Premises to Cloud Hosting Upgrade. 5. Powerful Opportunity Management Application. 6. Improved Search Experience with Powerful Filters. 7. Lightning-Fast Brochure Generation Tool. 8. Dashboard with Graphs and Charts. 9. Duplication Detection Tool. 10. Map View for Search Results. 11. Data Import/Export to Excel or CSV.


1. Six-Time Dynamics 365 Adoption Increase Through Full CRM Customization for Real Estate Needs. We have completed a great scope of work dedicated to customizing the CRM platform used by JLL and integrating it with our AscendixRE product. We fully solved the issue of poor CRM adoption and helped them integrate real estate information that now allows brokers to track properties, leases, sales, and other opportunities. Our CRM consulting services helped the company increase their Dynamics 365 CRM adoption by six times. 2. Advanced Customization Abilities for Hundreds of JLL Offices. We have built a powerful custom CRM app — SmartClient — which provides ultimate functionality for real estate companies and can include multiple configurations for different regions.