How we saved a Real Estate Agency 20+ hours every week.
Agents had to manually review every new lead, which was time-consuming and prone to human error, There was no consistent system for timely follow-up, leading to missed opportunities and a slow response time.
Outcome
20+
hours saved / week
One system
Centralized client operations instead of scattered spreadsheets and emails.
Automated onboarding
The solution was to create an intelligent, no-code workflow that automates the entire lead journey.
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CRM record created
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Workspace generated
↓
Drive + Slack provisioned
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Welcome flow triggered