Real Estate Agency Pipeline
A complete lead-to-close operating system for a 20-person agency, replacing spreadsheets with a centralized Hub.
The Challenge
The agency was growing fast, but their "system" consisted of five different Google Sheets and a chaotic email inbox. Agents were forgetting to follow up with leads, contracts were being generated manually (taking 20+ minutes each), and the CEO had zero visibility into who was performing well.
- Leads slipping through the cracks due to lack of reminders.
- Manual data entry errors in contracts.
- No consolidated reporting for weekly meetings.
The Solution
We built a bespoke CRM in Airtable, linked to a Softr client portal for agents to view their leads on mobile. We used Make (Integromat) to handle the heavy lifting of document generation.
Centralized Database
Single source of truth for all properties, leads, and deals.
Auto-Contracts
One-click PDF generation populated with efficient data.
Key Results
Saved per week on admin
Increase in conversion
Visibility for CEO
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