
One pipeline for every San Carlos development.
Vive Management CRM captures every lead from every Vive Real Estate marketing site, routes them to the right agent, and keeps the whole team on the same page — from first inquiry to signed contract.
Pipeline
Loma del Mar · All agentsEverything your sales team needs
Built specifically for Vive Real Estate’s multi-development pipeline — not a generic CRM bent into shape.
Unified pipeline
Every inquiry from Loma del Mar, and the next two San Carlos developments lands in one pipeline you can filter and sort by development, stage, source, or agent.
Automatic lead capture
Contact forms on each marketing site post directly into the CRM with Zod-validated payloads, dedupe, and CORS allow-listing — no copy-paste.
Assign and notify
Route new leads to the right agent, trigger SendGrid email, Slack, SMS, and N8N autoresponder sequences the moment a lead arrives.
Role-based access
Admins see everything; sales agents see only the leads assigned to them or open leads in their development. Enforced at the database level.
Activity trail
Every stage change, note, and assignment is logged on the lead — so you can hand off a conversation without losing context.
Reports & insight
Marketing aggregate views strip PII and let you track source, conversion, and pipeline value across developments without exposing lead data.
Connected developments
Each Vive Real Estate marketing site posts leads directly into this CRM. Adding a new development takes a single contact-form snippet.
Loma del Mar
LiveSan Carlos, Sonora — ocean-view homes and lots currently accepting inquiries.
Visit site →Second development
In planningSecond Vive Real Estate community, marketing site in preparation.
Third development
In planningThird Vive Real Estate community, marketing site in preparation.
Ready when your team is.
Vive Management CRM is a private, invitation-only tool for authorized Vive Real Estate staff. Contact your administrator if you need access.
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