Selected projects / HOJ Management
A custom CRM for managing deals.
Deal records, pipeline stages, and a connected AI assistant for HOJ Management.
Client: HOJ Management
Industry: Real estate investment
Work: Custom CRM · Automation · AI assistant
HOJ needed one place to track leads and deals. I helped build the CRM with the owner, with stages, fields, and automations shaped around HOJ’s deal process.
A bot connected to the CRM lets the owner check and update deal records through Telegram.
The starting point was the owner’s deal process. The CRM and assistant support that process together, with deal decisions kept with the owner.
Build around the deal process.
The pipeline follows HOJ’s process. Custom fields hold deal details, and automations handle steps between stages.
Connect the assistant to the CRM.
The assistant uses the CRM’s records, so the owner can retrieve and update information through Telegram.
Keep the decisions with the owner.
The system organizes the records. The owner decides who to call, which opportunities to pursue, and what happens next.
How it fits together
Comes in: Property leads · Conversations · Deal details and documents
Bot Doctor’s work: Shape pipeline stages · Set up custom fields and automations · Connect the AI assistant
Goes out: Organized deal records · A visible pipeline · Information the owner can retrieve and update
Assistant for: The owner
Works in: Telegram
Connected to: HOJ’s CRM
Does your CRM fit the way you work?
I connect CRM records, automations, and assistants to fit your team’s process. We can start with a defined piece of work and discuss ongoing support.