Ask HN: Recommendations for workflow management software
We start with a list of properties that have automated valuations and then it begins a journey through 6 different departments including "Offers", "Closings", "Remodeling", etc.
Each department has a workflow that is essentially a series of "if this then that" type tasks. Most are very simple like "Check if the property has a lien." The choice of task after this depends on the answer to the question.
Other considerations are integrations to third party applications like Quickbooks and Calendars.
I am new to this industry, so any suggestions would be welcomed. I'm actually quite excited by the prospects of building a system from scratch but for the company's sake, I don't want to reinvent the wheel if there is an existing solution that meets our needs.
If you like to invest/waste time and money on a tailor made solution, Wordpress offers a solid platform. If it powers your site it might as well power your CRM, right? You could use plugins like Toolset [1], Pods [2] and more [3] to save lots of time.
[0] https://www.propertybase.com/
[1] http://wp-types.com/
[2] https://pods.io/
[3] http://www.wpexplorer.com/wordpress-editorial-workflow/
https://KanbanWP.com
[1] https://kanboard.net/