Ask HN: Recommendations for workflow management software | Hacker News Reader

Ask HN: Recommendations for workflow management software

2 pointswuliwong4 comments

I am currently looking for a solution (and considering creating our own) for managing workflow processes in our real estate company.

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.

What you are looking for is a real estate CRM solution. Check out Property Base [0] for a hosted solution.

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/

We've seen a lot of people use our Kanban board WordPress plugin [0] for lots of different work flows - CRM, sales, and editorial being the biggest after project management. Sorry for the self promotion, but I think it's related.

https://KanbanWP.com

Thanks for your response. I wouldn't use wordpress as I am a Ruby on Rails developer but propertybase.com looks promising.

Not sure if this is what you are looking for, but I use kanboard [1] for my project management. I like it because you can add automation hooks, e.g. once I close a task on one board, it can auto-move to another. So a dev task can get moved over to an operations board to be deployed. It is a open source, self hosted web app. There are several integrations and plugins out there for different stuff.

[1] https://kanboard.net/

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