Case Study

Real Estate Automation

Sherpa logo

Sherpa, a U.S.-based innovator in real estate marketing, has been redefining how professionals generate and manage leads since 2018. Known for launching the first TCPA-compliant text messaging service, Sherpa now offers a full suite of marketing tools including SMS campaigns, direct mail, skip tracing, and advanced search capabilities. We partnered with Sherpa to enhance their platform with robust backend and frontend development, automation, and quality engineering-improving performance, payment handling, and user experience for thousands of real estate professionals.

Vision

Building a Modern, Scalable Platform for Real Estate Lead Engagement Sherpa aimed to enhance its existing marketing application with: A modern and reliable payment gateway. Improved and extended campaign features. Automated testing and QA to ensure release stability. A streamlined frontend deployment process.

The challenge

Sherpa’s existing platform relied on an outdated Braintree-based subscription system, limiting flexibility and scalability. The lack of automated testing increased regression effort and release risks, while growing demand for advanced campaign capabilities required faster feature delivery. Additionally, the absence of a structured frontend deployment process impacted development efficiency and release consistency.

The solution

Implemented a modern payment gateway to replace the legacy subscription mechanism, enhanced campaign functionality with new engagement features and advanced filtering capabilities, introduced automated testing and QA processes to improve release reliability, and established a streamlined frontend deployment workflow to enable faster, more consistent software delivery.

What we did

Payment Gateway Migration

Payment Gateway Migration

Replaced the existing Braintree payment integration with Paddle, providing a more flexible and scalable subscription management system.

Enhanced Campaign Management

Enhanced Campaign Management

Extended platform functionality with Direct Mail Campaigns, Advanced Search Filters, and performance optimizations to improve campaign effectiveness and stability.

Test Automation with Cypress

Test Automation with Cypress

Implemented automated end-to-end test suites using Cypress, increasing test coverage and reducing manual testing effort.

Frontend Deployment & QA Process

Frontend Deployment & QA Process

Established a reliable frontend deployment strategy and implemented comprehensive QA processes, including sanity, integration, regression testing, and defect triage cycles.

Interactive digital experience

Key Features

Seamless Subscription Management

Upgraded to Paddle, improving flexibility in billing and better alignment with Sherpa’s service plans.

Multi-Channel Campaign Tools

Added robust capabilities for SMS and Direct Mail marketing, supporting hyper-personalized outreach.

End-to-End Test Automation

Cypress-based automation ensured critical workflows are covered and helped catch regressions early.

Frontend Deployment Process

Streamlined deployment pipeline for React frontend, improving release speed and reliability.

Advanced Search Filters

Empowered users to perform more refined queries, improving lead targeting efficiency.

The
Impact

1

Enhanced User Experience

Faster and more stable campaign tools improved customer satisfaction and reduced support tickets.

2

Streamlined QA & Testing

Automation reduced regression cycles and improved overall release confidence.

3

Improved System Reliability

Bug fixes and performance enhancements made the platform more stable and scalable under load.

4

Faster Feature Delivery

The new deployment process and automation enabled the team to ship features more frequently.

5

Future-Ready Architecture

With robust test coverage and modular deployment, Sherpa is now better equipped for future growth and innovation.