AI-Powered CRM Assistant

Improving CRM flow

Client

Hamra Homes LLC

Services

AI CRM flow Tool

Deliverables

Web App

Problem

Hamra Homes LLC, a residential real estate company, faced significant challenges in managing their development projects and investment portfolios efficiently. Accessing project updates, organizing cloud-stored documents, and retrieving critical financial information required substantial manual effort, leading to delays and missed opportunities for strategic decision-making.

What we did

Comprehensive Analysis

Danisik Development collaborated with Hamra Homes to analyze their workflows and identify bottlenecks in accessing project updates, organizing critical documents, and retrieving portfolio data. We uncovered opportunities to streamline these processes using AI-powered tools.

Solution Development

We developed a powerful AI-powered Search Tool tailored to Hamra Homes' specific needs. The tool enables brokers and team members to query:

  • Development Project Updates: Provides real-time access to project statuses and milestones.

  • Cloud-Stored Documents: Efficiently searches through contracts, permits, and other critical files stored in cloud platforms.

  • Financial Sheets: Instantly retrieves relevant financial data from their investment portfolio, enabling informed decision-making.

Platform Implementation

The AI-powered Search Tool was integrated into Hamra Homes’ existing systems, featuring:

  • Advanced natural language processing to enable intuitive searches.

  • Seamless integration with cloud storage solutions for document retrieval.

  • A unified interface to access development and financial data in real time.

  • Secure access controls to protect sensitive financial and project information.

Result

The tool has significantly improved how Hamra Homes manages its development projects and investment portfolios. Tasks that previously took hours can now be completed in seconds, empowering team members to focus on strategic decision-making rather than administrative work. The tool's efficiency has driven better coordination across teams, reduced errors, and provided actionable insights for portfolio management. Feedback from Hamra Homes has been overwhelmingly positive, and we continue to explore opportunities to expand its functionality based on their evolving needs.

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© 2025 Danisik Development

© 2025 Danisik Development