CRM Built for a Boutique Commercial Property Agency
Replaced a patchwork of spreadsheets and email threads with a focused deal-tracking tool for a 22-broker agency managing roughly €60M in annual transactions.
PropWise
Real Estate
2024
Average deal cycle shortened by 17 days
What We Faced
Brokers kept deal notes in personal email folders. When a colleague was on leave, no one could pick up their negotiations. Managers had no reliable view of pipeline health until end-of-month spreadsheet updates.
How We Solved It
We built a CRM with a Kanban pipeline, shared property notes, automated follow-up reminders via SendGrid, and a simple analytics screen showing stalled deals. The tool was intentionally narrow — brokers use it in 10 minutes a day, no training required.
Results Achieved
Average deal cycle shortened from 48 to 31 days after 3 months. Brokers report spending less time searching email for context before client calls. One senior agent credited the reminder system with reviving two deals that had gone quiet for six weeks.
Tech Stack
Key Metrics
Primary achievement
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