Real Estate: From Spreadsheets to 28% More Closings
A 45-agent brokerage replaced 4 disconnected tools with one custom CRM and increased closings by 28%. The system paid for itself in the first quarter.
A 45-agent residential brokerage operating across three offices was being held back by a fragmented technology stack. Leads from Zillow, Realtor.com, and their website were captured in different systems, and agents tracked follow-ups in personal spreadsheets.
Client-identifying details have been withheld. Results reflect the reported outcome of this engagement and are not a guarantee of future performance.
How to read these results
Baseline
Before-and-after metrics use the client's operating data and the time period stated in the project summary.
Attribution
CRM implementation may be one of several factors influencing an operational or revenue outcome.
Verification
Results are client-reported, anonymized for confidentiality, and have not been independently audited.
The Challenge
A growing brokerage had agents using spreadsheets, a shared inbox, and 3 different apps to manage leads and transactions. Leads were falling through the cracks, and the team had zero visibility into pipeline value.
The Solution
We built a unified CRM with automated lead routing, transaction management, agent performance dashboards, and MLS integration. Agents got a mobile app for on-the-go lead management.
The Results
The Challenge
The brokerage was losing an estimated 20% of leads due to slow response times and lack of systematic follow-up. Management had no way to see pipeline value across the team, and agents spent more time on admin than selling.
- Leads from 4 sources captured in 4 different systems
- Average lead response time of 4+ hours
- No pipeline visibility for management
- Transaction documents scattered across email and Drive
The Solution
We built a custom CRM that unified all lead sources, automated initial contact, and provided a complete transaction management pipeline. The system included a mobile app for agents and management dashboards for the brokerage leadership.
The Results
Within 6 months, the brokerage saw a 28% increase in closings, primarily driven by faster lead response and consistent follow-up. Agent satisfaction improved as admin time dropped by 15 hours per week.
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