Proprietary Omnichannel Real Estate AI-CRM & B2B Broker Portal -- 2

Cliente Freelancer · Remoto · Remoto · freelance · mid · 5000–10.000 USD

Publicada el 2026-07-21

Descripción de la oferta

1. PROJECT OVERVIEW & SCOPE The Goal is to engineer a custom, proprietary Omnichannel Real Estate CRM & AI Marketing Automation Platform from scratch. The system will unify marketing and sales leads from all major digital touchpoints, automate communication via RAG-driven Conversational AI, feature built-in Voice over Wi-Fi (VoWiFi), provide executive analytics, and host an external B2B Broker Portal. ________________________________________ 2. CORE FUNCTIONAL REQUIREMENTS 2.1 Unified Communications & Customer 360° CRM • Omnichannel Data Ingestion: Real-time data and message ingestion from: o Two (2) Corporate Websites o Messaging Channels: LINE OA, WhatsApp Business API, Telegram o Paid & Organic Social: TikTok, Instagram, Facebook Ads, Google SEO, Google My Business • Smart Routing Engine: Matrix-based lead assignment. Dynamically route leads to internal agents based on language proficiency or inquiry type. Include an automated, time-based escalation protocol: if an assigned agent fails to respond within a set window, the lead auto-forwards to the next available team member. • Role-Based Access Control (RBAC): Distinct permissions, feature access, and dashboard views for Sales Agents, Managers, and Executives. • VoWiFi Integration: Native Voice over Wi-Fi capabilities for crisp, browser-based calling, native call logging, and automatic call recording mapped directly to the customer's chronological timeline. • Database Essentials: Automated data deduplication, visual drag-and-drop sales pipelines, robust deal/task management, and push notifications/reminders. 2.2 Embedded Marketing & Conversational AI Software • Market Research & Competitor AI: Automated scraping and analyzer engine that monitors direct real estate competitors, analyzes our active online footprints, and generates strategic recommendations. • Content Generation & Hyper-Personalization: Embedded Gen-AI tools to generate/optimize ad copy and dynamically deliver tailored property recommendations based on user browsing behavior. • Marketing Workflow Automation: Zero-manual-intervention systems for target audience segmentation, automated email/message scheduling, ad bidding optimizations, and continuous A/B testing. • Conversational Customer AI: Custom RAG-based AI agents deployed across LINE, WhatsApp, Web, and Phone to automatically handle 50-100 daily inquiries regarding project layouts, prices, and unit availability. 2.3 Executive Reporting & Analytics Suite • Real-time Dashboards: Absolute visibility into daily activities broken down by individual member, team, and organizational role. • Cross-Functional Tracking: Unified reporting across online marketing performance, paid ad spend/ROI, organic sales pipelines, and customer support metrics. 2.4 B2B Broker & External Agent Portal • External Commission Tracking: Digital dashboard to manage commission tiers, visual payout structures, and status updates for third-party agencies and independent brokers. • Shared Collateral Vault: A central, secure hub for external brokers to download authorized project brochures, floor plans, high-res renderings, and up-to-date pricing lists. ________________________________________ 3. TECHNICAL ARCHITECTURE & COMPLIANCE • Thailand PDPA Compliance: Strict adherence to the Thailand Personal Data Protection Act. Mandatory features include explicit consent logging, secure data encryption at rest and in transit, automated data retention/purging workflows, and an instant "Right to be Forgotten" protocol. • Hybrid Deployment Infrastructure: Core application layers, web entry points, and AI APIs can utilize secure cloud instances (e.g., AWS/GCP Singapore or Thailand regions). However, all sensitive customer databases, call recordings, and PII (Personally Identifiable Information) must be hosted locally on our on-premise servers via secure, private tunneling. • API-First Extensibility: The platform must expose clean, securely documented REST/GraphQL APIs (hooks) allowing internal legacy software and approved third-party applications to connect seamlessly. ________________________________________ 4. INTELLECTUAL PROPERTY & OWNERSHIP • 100% Full IP Transfer: Upon completion, 100% of all intellectual property, custom source code, algorithms, UI/UX designs, data models, and deployment configurations will belong exclusively to our company. White-labeling or building custom wrappers on top of existing commercial CRMs (e.g., HubSpot, Zoho) is strictly prohibited. ________________________________________ 5. Conversational Customer AI (RAG-Driven) • Retrieval-Augmented Generation (RAG): The LLM must connect directly to your local database of project layouts, pricing lists, and real-time unit availability. This prevents "hallucinations" when answering customer questions. • Omnichannel Deployment: A single unified LLM backend must handle 50-100 daily incoming inquiries seamlessly across LINE OA, WhatsApp Business API, and your corporate websites. • Intent Recognition & Escalation: The model must detect when a lead is highly qualified or frustrated, immediately handing the conversation over to a human agent via your smart routing matrix. Embedded Marketing & Content Generation AI • Hyper-Personalized Recommendation Engine: An LLM module that analyzes a customer’s website browsing history and automatically writes tailored property pitch summaries matching their exact behavioral profile. • Ad Copy Optimization: Integrated Gen-AI tools built directly into your sales agent dashboard to instantly generate and optimize ad copy for TikTok, Instagram, and Facebook Ads. Market Research & Competitor Intelligence AI • Scraping & Synthesizing Engine: An autonomous LLM agent tasked with monitoring direct real estate competitors by scraping their public online footprints. • Strategic Recommender: The model must process competitor pricing and promotion data to automatically generate strategic marketing suggestions for your executives. Technical Architecture & Data Constraints for the LLMs • Hybrid Deployment Data Privacy: Because your system must strictly comply with Thailand's PDPA, the LLM APIs can sit on regional cloud servers (e.g., AWS Singapore), but they must access PII and sensitive data through secure private tunneling to your on-premise infrastructure. No customer PII can be used to train public open-source models. 6. URGENT PHASED DEVELOPMENT CLAUSE This project is a high-priority, urgent initiative. To accelerate time-to-market and mitigate deployment risks, development teams must structure their proposals into logical, independent delivery phases.

Skills

Fuente original: freelancer