Automated lead intake and follow-up for a commercial realty group
Horizon Realty Advisors handles a steady stream of inbound interest across commercial listings. Manual handling between their tools meant leads were lost simply because follow-up was slow or forgotten.
Captured
Every inbound lead
Automatic
Timely follow-up
Real-time
Pipeline visibility
The challenge
Inbound leads from the website were entered into the CRM by hand, follow-up emails were sent manually, and reporting on pipeline activity was assembled from memory and spreadsheets, so promising leads slipped through the cracks.
Our solution
We connected the website, CRM, and email so new leads flow in automatically, built timely follow-up sequences, and created a live pipeline dashboard for the team.
How we approached it
- 1
Connected website inquiry forms directly to the CRM to eliminate manual entry.
- 2
Built automated, timely follow-up sequences triggered by new leads.
- 3
Centralized agent communication and notes for a complete view of each opportunity.
- 4
Created a live pipeline dashboard so leadership can track activity at a glance.
The outcome
Every lead is captured and followed up promptly, agents spend less time on data entry, and leadership has clear, real-time visibility into the pipeline.
Leads no longer fall through the cracks. The follow-up happens on its own, and we can finally see our whole pipeline.
Services used
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