Project

A tidy CRM for a busy real estate investor

Leads entered, tagged and cleaned every day in Salesforce for a US real estate investment company.

Client: US real estate investment company
Industry: Real estate

New leads cleaned, tagged and flagged in Salesforce

The problem

Leads came from websites, Zillow, mailers and referrals. Without daily upkeep the CRM turned messy fast.

What we set up

Entered and updated leads every day
Added fields for real estate deals
Labeled each lead by source and as buyer, seller or investor
Removed duplicates and flagged the urgent ones

The result

A clean CRM the sales team actually trusts and uses every day.

Next project

Product data from five suppliers, ready to upload

Free consultation

Let's talk about your business.

A new website, more customers, an AI assistant or fewer chores: tell us what you need and we will come back with a plan and a fixed price. Free, with no strings.

Call (267) 571-5128Philadelphia, PA