Customer case
The project consolidates core work processes in a system for commercial real estate, where data was previously spread across multiple tools. A platform has been developed with NestJS, Next.js and PostgreSQL, integrated with Microsoft SSO, WordPress and external portals. The solution addresses the need for more structured handling of leads, cases, viewings, publishing and reporting.
CPH Erhverv is a specialised commercial real estate broker focused on sales and leasing of commercial properties at attractive addresses in Copenhagen and Greater Copenhagen.
The company advises property owners and investors on leasing, sales, valuation and development of properties – including offices, retail and multi-use buildings – with a strong network of pension funds, professional real estate actors and advisory firms.
Visit cpherhverv.dkThis customer case describes the development of a tailored CRM and case management system for commercial leasing. The starting point was a need to consolidate customer management, case flows, calendar processes and publishing in a more coherent solution. The project is built as a modern web platform with integrations to WordPress, Outlook, Lokalebasen and Ejendomstorvet, among others. Core modules are implemented and the system is in use in established workflows, while data and operational experience continue to be gathered.
Commercial real estate / commercial leasing
Tailored CRM and case management platform (web) with integrations
Implemented in core modules and in active use in project context; the overall platform continues under ongoing development
To consolidate CRM, case management, calendar, reporting and channel integrations in a solution with better structure and more uniform processes
Before the solution, there was a clear need to consolidate several business-critical processes in one platform. Workflows such as lead management, case management, viewings, publishing and reporting depended on integration between multiple systems and manual steps.
This created limitations in overview, data flow and uniformity in processes. When processes are fragmented, follow-up, coordination and documentation become more time-consuming, especially in a setup with both internal workflows and external channels.
The goal was to establish a unified platform that streamlines the sales and leasing process through better structure in data and workflows. This included:
In addition, the goal was to create a technical foundation that can be extended with further automation and integration over time.
A monorepo-based platform has been developed with:
The solution consolidates several core functions in the same system:
The platform is designed to reduce manual friction between modules and create a more coherent operational setup.
The system works as a unified flow from input to output:
This provides a setup where core processes are handled in one solution rather than in separate tools.
Input to the platform
Data comes in via user actions in CRM/case management and via integrations, e.g. webhooks from WordPress or calendar events from Outlook.
Processing in backend services
Backend validates, maps and enriches data, links leads to contacts/cases, handles status fields and controls synchronisation to external platforms.
Output to users and channels
The result is displayed in the frontend as updated cases, viewings and reports, and is published/synchronised to relevant channels. Reports can be shared via links and exported as HTML/PDF.
The system is implemented in core parts and in use in the workflows established in the project. The documentation also shows that the platform continues to be developed and that some functions are still planned or under development.
There are not yet documented long-term effect measurements or customer feedback in the project material. Data, user experience and further operational experience are therefore still being gathered.
The project shows that the value in this type of solution arises when CRM, case management, integrations and reporting are designed as a coherent system rather than separate components.
An important insight is also that the integration layer and data mapping are crucial for creating stable workflows across internal processes and external channels. At the same time, the project points to role-based access and clear status flows being central to operational use in an organisation.
For other organisations in commercial leasing, the case illustrates that a modular architecture can support both current needs and gradual expansion without having to rebuild the entire platform.
The project's architecture provides a realistic basis for further development, including:
The potential lies in building on the already implemented platform so that more processes can be handled with the same data foundation and governance.
Next step – completely non-binding
If you want an honest assessment of where technology – AI, automation, data or software – can add value to your business, you can have a short, non-binding chat with Lars. No sales scripts – just a concrete proposal on whether there's potential, and what a first safe step could be.
