Principle REC

- Real Estate Platform

Centralized Real Estate Management

Customized the Laravel-based management platform around Principle's project-centric workflow, bringing projects, customers, contacts, documents, invoices, activities, dates, and related information into one system.

Microsoft 365 Integration

Implemented Microsoft authentication and Microsoft 365 integrations to connect user access and business workflows with the organization's existing Microsoft environment.

QuickBooks Integration

Connected the management platform with QuickBooks to synchronize invoice and customer-company information, reducing the need to maintain the same financial information separately across systems.

Valcre Integration

Integrated the Valcre API into the management workflow to bring property-related data into the platform and support synchronization of property information through the internal system.

Cloud Document Management

Built cloud-based document workflows using AWS S3, with SharePoint synchronization to support project files and long-term document storage. This provides a structured approach for managing current project documents while retaining historical project data.

Website-to-CRM Workflows

Connected the WordPress websites with the Laravel management platform to capture and transfer business enquiries and customer information into the internal system, creating a bridge between the public-facing websites and internal operations.

Electronic Document Signing

Integrated SignWell into the platform to support electronic document signing workflows and keep signing activities connected with internal business processes.

Project and Calendar Workflows

Added project dates, assignments, and calendar-related functionality so teams can manage project activities and schedules alongside the corresponding project information.

Custom File Management

Enhanced the internal file-management experience with structured project folders and file operations, allowing teams to organize documents around their projects and business workflows.