Build notes

A Salesforce pipeline kept clean every day

Daily lead entry, tagging, classification and cleanup in Salesforce for a US real estate investment company.

Client: US real estate investment company
Industry: Real estate

Leads tagged by source and type, with urgent leads flagged

The problem

Leads poured in from websites, listing portals, mailers and referrals. Without daily care the CRM would fill with duplicates and the sales team would stop trusting it.

How we built it

Logged new leads and refreshed existing records daily
Added custom fields for real estate deals
Tagged each lead by source and classified it as buyer, seller or investor
Merged duplicates and flagged urgent, high-value leads

Where it stands

A current, trustworthy CRM the sales team works from every morning.

Next build

Five supplier catalogs, one validated sheet

Next step

Tell us what is slow. We will show you the fix.

Describe the manual work eating your week. Our team replies with a plan and a starting price, and there is no obligation.

Call (267) 571-5128Philadelphia, PA