From inquiry to closingFollow up on one platform. Share customers, properties, and deals between the field and the office.
Real Estate Brokerage — Built from scratch a real-estate brokerage CRM that centrally manages customers, properties, inquiries, and deals. It visualizes inquiries per ad channel and shares everything from follow-up to closing across the sales reps' mobile app and the admin console.
Inquiry → closing
Follow up on one platform
Unify sales activity
Web + mobile
Input from the field too
Multi-device
30+ masters
Standardize operations
Channels, properties, fees
Challenges
Before
Inquiries scattered by channel, follow-up siloed and dependent on individuals, customer and property information that couldn't be checked in the field — sales work was fragmented, and lost leads and opaque progress were the challenges.
Don't want to lose any inquiries
Scattered by channel
Want to share follow-up status
Siloed, dependent on individuals
Want to check properties and customers in the field
Impossible without returning to the office
Want to see progress toward closing
Deal phase is opaque
Solution
After
Auto-aggregate inquiries by ad channel and manage customers, properties, and deals on a single platform. Sales reps can check and enter customers and properties from the field on mobile, with calendar and push notifications keeping follow-up gap-free. Digitize operations with Excel import/export and QR.