
Build Scalable Buy-to-Let Deal Sourcing System (CRM & Tracking)
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- Proposals: 39
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Description
I focus on identifying below-market buy-to-let opportunities and I want to move away from manual processes into a clear, scalable system that allows me to manage leads, analyse deals, and track progress efficiently.
What I need
I need someone to design and/or build a complete system that includes:
1. End-to-end deal sourcing workflow (from lead to completion)
2. CRM or pipeline setup (Airtable / Notion / Excel / Podio etc.)
3. Lead tracking system for property opportunities
4. Deal analysis templates (yield, ROI, cashflow, purchase metrics)
5. Simple dashboard to monitor deals and pipeline progress
6. Structured, repeatable system I can use daily
7. Optional automation between tools if appropriate
Ideal freelancer
Experience building CRM systems, workflows or automation setups
Strong understanding of Airtable, Notion, Excel or similar tools
Able to turn messy processes into simple, scalable systems
Ideally has worked with property investors or lead generation systems
Strong communication and ability to suggest improvements
Goal
To create a simple but powerful system that allows me to:
1. Capture and track property deals efficiently
2. Analyse deals quickly and consistently
3. Follow a structured acquisition pipeline
4. Scale my deal sourcing without losing control or organisation
Timeline
Looking to start immediately and complete within 1–3 weeks.
Budget
Fixed budget: £363 (open to advice on scope and improvements)
To apply
Please include:
1. Examples of similar systems you have built
2. Tools you recommend for this type of system
3. Your approach to building a scalable workflow and CRM system
Thank you for your time and I look forward to reviewing your proposals.
Seru N.
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Hi, thanks for the detailed brief, this is a great use case for a structured CRM + analysis system.
To make sure I design something truly scalable for you, could you clarify: which tool you prefer to build this in (Airtable, Notion, Excel, or open to recommendation), what your current deal sourcing channels are (Rightmove, agents, direct leads, etc.), and whether you want the system to include automation (e.g. alerts, follow-ups, integrations) or keep it simple and manual to start?
This will help me structure a clean pipeline, analysis setup, and dashboard tailored to how you actually source and manage deals daily. -

A few quick questions to align better:
1. How are you currently sourcing deals (portals, agents, direct outreach)?
2. Do you want a lightweight system or something more detailed with deep analysis?
3 Will you be the only user, or should this support a team later?
4. Any specific metrics you always use when deciding a deal (so we standardize them)? -

Hi,
Are you open to use Microsoft Dynamics?