Housing leads that reached everyone and were answered by no one
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.
A shared CRM where each builder sees only its own
- /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.
- /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.
- /03
AI assistant over the data
Answers questions about the sales funnel and helps prepare follow-up.
- /04
Alerts and reports
The rep is notified when a new lead arrives, and each builder gets periodic reports by email.
Figures taken from the systems in operation as of November 13, 2026.
What we built
- 1Multi-company CRM
- 2Routing rules
- 3AI assistant
- 4Transactional email
- 5Reports
Do you have a project in mind?
Tell us what your organization needs. We will reply with what can be done and where we would start.