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Custom CRM Tracks Deals, Properties and Relationships

A commercial real estate brokerage · Houston, TX · Engagement: 4 months

Custom CRM Tracks Deals, Properties and RelationshipsReal Estate & Property Management
100%of active deals tracked
+21%deals closed
-6 hrsweekly admin per broker

The Client

A commercial real estate brokerage, based in Houston, TX, operating in the real estate & property management sector.

The Challenge

Brokers kept deal information in personal spreadsheets.

Our Solution

  • Custom CRM with property and deal modules
  • Email and calendar sync
  • Commission tracking
  • Mobile access

The Results

  • 100% of active deals tracked
  • +21% deals closed
  • -6 hrs weekly admin per broker

Services Used

Custom CRM Development · Software Development

Client identity withheld. This anonymized case study is an illustrative example of our approach; figures are examples and results vary by business, market and budget.