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Success stories · Industry association · Housing

Housing leads that reached everyone and were answered by no one

In operation since 2026
For confidentiality we do not name the client.
[0.1] The problem

Plenty of leads, no clear owner

Fairs, forms and campaigns gathered thousands of people interested in buying a home, spread across dozens of builders and over a hundred projects. They arrived in Excel files, with project names spelled a thousand ways.

The same lead showed up in several projects, sales reps did not know which were theirs and nobody measured whether they were being followed up. The data existed, but it was not turning into sales.

[0.2] How we solved it

A shared CRM where each builder sees only its own

  1. /01

    Access by builder and role

    Each builder sees its own projects and leads; the manager sees the team and the rep only what is assigned to them.

  2. /02

    Routing and cleanup

    Rules that match each lead to the right project and builder without confusing similar names, and flag anything left without an owner.

  3. /03

    AI assistant over the data

    Answers questions about the sales funnel and helps prepare follow-up.

  4. /04

    Alerts and reports

    The rep is notified when a new lead arrives, and each builder gets periodic reports by email.

[0.3] Results
11.000+Leads managed
100+Housing projects
4Access profiles

Figures taken from the systems in operation as of November 13, 2026.

  1. 1Multi-company CRM
  2. 2Routing rules
  3. 3AI assistant
  4. 4Transactional email
  5. 5Reports

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