Airtable 
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Supabase Transitioned weekly portfolio reporting from manual spreadsheet aggregation to a live dashboard, eliminating routine data entry for asset managers.
Case Study
Commercial Real Estate Operations
Architecting a Custom ERP and Member CRM for a Multi-Property Portfolio
We partnered with a major commercial real estate firm to replace dozens of siloed spreadsheets with a custom, centralized operating system. By integrating their legacy ERP, physical access systems, and leasing platforms into a secure relational database, we automated their asset reporting and empowered a new, hospitality-driven tenant CRM.
Executive summary
Project context at a glance.
We partnered with a major commercial real estate firm to replace dozens of siloed spreadsheets with a custom, centralized operating system. By integrating their legacy ERP, physical access systems, and leasing platforms into a secure relational database, we automated their asset reporting and empowered a new, hospitality-driven tenant CRM.
Platform stack
Airtable, Noloco, Make, Supabase, Custom Code
Systems replaced
Google Sheets, Excel
Client
Commercial Real Estate Operations
Industry
Commercial Real Estate Operations
Company size
Enterprise
Primary platform
Airtable
Engagement
Operations SystemCRMPortalReporting / DashboardsIntegration
Results
What changed after the implementation went live.
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Engineered a webhook integration to process an access control database of over 50,000 records, automatically filtering out temporary visitors to track accurate daily attendance.
Extracted and restructured complex financial and tenant data for over 150 active commercial leases from a rigid legacy ERP system into a modern, accessible database.
Automated the ingestion of web engagement metrics and over 4,000 historical email campaigns to provide a unified view of property marketing performance.
Replaced dozens of siloed construction, leasing, and operations tracking spreadsheets with a single relational database and role-based frontend portal.
Implementation review
Challenge
The client’s operations were severely bottlenecked by data fragmentation. Core business functions—leasing deal flow, construction job costing, rent arrears, and tenant sentiment—lived in siloed, disconnected spreadsheets and disparate third-party software. High-salaried asset managers were spending hours manually copy-pasting data into weekly and monthly PDF reports. Furthermore, the firm wanted to transition to a hospitality-first model, requiring granular tracking of individual tenant employees (members) rather than just the leasing companies. They lacked a unified database capable of linking a high-level portfolio down to an individual building, suite, corporate tenant, and individual member.
Implementation review
Results
The client successfully migrated off of static spreadsheets into a real-time, cloud-based portal. Weekly asset management meetings are now run directly out of dynamic dashboards rather than manually assembled PDFs. The operations team can instantly verify live physical occupancy, track construction project variances, and execute highly personalized tenant engagement strategies—all from a single secure login.
Supporting proof
Additional implementation evidence behind the result.
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