Build log
Salesforce, kept spotless for a real estate team
Daily lead entry, tagging and cleanup in Salesforce for a US real estate investment company.
- Client
- US real estate investment company
- Industry
- Real estate
The brief
Leads came in from everywhere, and the CRM needed daily care to stay useful.
What we made
- Added and updated lead records every day
- Created custom fields for real estate deals
- Tagged leads by source and type
- Merged duplicates and flagged urgent leads
What happened
A spotless CRM the sales team relies on.
Your turn
Tell us what to make.
A bot, a website, an app or a campaign: describe what you have in mind. We will tell you straight how we would build it and what it costs.
Call +1 267 571 5128Philadelphia, PA