CRM & Client Portal for Real Estate Agency
A custom CRM with property listings, lead tracking, automated follow-ups and a client portal for a real estate agency.
Client
Confidential. Real Estate Sector
Industry
Real Estate
Timeline
10 weeks from discovery to launch
Services
4 solutions
Challenge
The real estate agency managed leads, property viewings and client communication across email, phone and spreadsheets. Leads fell through the cracks, follow-ups were inconsistent, and agents had no shared view of client interactions.
Solution
Switch2One built a real estate CRM with lead tracking, property listings, automated viewing reminders and a client portal. Every lead is captured automatically, follow-up sequences trigger based on activity, and agents see a complete timeline of every client interaction.
Technology
Services Delivered
Integrations
Timeline
10 weeks from discovery to launch
Results
Every lead captured and followed up automatically, no leads lost
Automated viewing reminders reduced no-shows and saved agent time
Client portal gave buyers 24/7 access to property details and documents
Complete client interaction timeline improved service quality and closing rates
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