Summit Realty Group: 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.
Summit Realty Group is a 45-agent residential brokerage operating across three offices. Despite strong agent talent, their technology stack was holding them back. Leads from Zillow, Realtor.com, and their website were captured in different systems, and agents tracked follow-ups in personal spreadsheets.
The Challenge
Summit Realty had agents using spreadsheets, a shared inbox, and 3 different apps to manage leads and transactions. Leads were falling through the cracks, and the brokerage 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
“We went from guessing about our pipeline to having complete visibility. The CRM paid for itself in the first quarter.”
The Challenge
The brokerage was losing an estimated 20% of leads due to slow response times and lack of systematic follow-up. The managing broker 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, Summit Realty 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.
What Our Clients Say
“Managing relationships across 12 campuses was chaos. One CRM unified everything: parent communication, staff coordination, enrollment projections. Life-changing for our admin team.”
Michelle Liu
COO, BrightPath Education
San Diego, CA
“Cross-selling used to be an afterthought. Now the CRM surfaces opportunities automatically. Home buyer? Here's an auto quote. New baby? Life insurance reminder.”
Frank Adebayo
Principal Agent, Adebayo & Associates Insurance
Houston, TX
“We were drowning in spreadsheets and sticky notes. Our custom CRM now pulls leads from Zillow, Realtor.com, and our website into one pipeline. Agent productivity is up 40% in six months.”
Sarah Mitchell
Managing Broker, Pinnacle Realty Group
Austin, TX
“We were paying $800/month for a CRM that couldn't even integrate with WooCommerce properly. The custom build costs nothing monthly and does 10x more.”
Megan Torres
Director of E-Commerce, Sagebrush Outfitters
Boise, ID
“Lead management across 3 dealerships in one system. Internet leads get routed to the right salesperson in seconds and follow-up is completely automated.”
Jim Taggert
Dealer Principal, Taggert Auto Group
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Nikki Papadopoulos
Hotel Manager, Harbour View Hotel
Hobart, TAS
“Cross-selling advisory services to our tax clients was ad hoc before. Now the CRM flags opportunities based on client profile and we've grown advisory revenue 40%.”
Howard Chen
Principal, Chen & Partners
New York, NY
“Multi-location practice management with centralized patient records. Treatment acceptance rate improved 35% with automated follow-up on presented treatment plans.”
Dr. Ahmad Hassan
Lead Dentist, Smile Design Studio
Houston, TX
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