Case study · CRM Development

How a real estate agency stopped losing leads to chaos.

A growing agency was spending on ads to bring in leads, then letting them die across three inboxes and a spreadsheet. Here is exactly what we built and what changed.

• Enquiries came in on Facebook, the website, and email, and lived in three separate places
• Nobody owned the follow-up, so hot leads went cold while everyone assumed someone else had it
• The manager had no view of the pipeline, so forecasting was pure guesswork
• Ad spend kept climbing while conversion stayed flat, because the leads they paid for were slipping away

• Discover. We mapped every path a lead could take, from first click to signed deal, and found where each one leaked
• Design. We architected one CRM around how the agents actually work, not how software wanted them to
• Build. We wired every channel into that CRM, with automated follow-up sequences and clear ownership on every deal
• Optimize. We watched the numbers for the first weeks and tuned the sequences until the pipeline flowed on its own

• Multichannel capture, so Facebook, web, and email leads land in one place with full context
• Automated follow-up that replies in seconds and nurtures until a lead is ready to talk
• A visual pipeline every agent and the manager can see, with next steps on every deal
• Reporting that finally shows where leads come from and what they are worth