Leads from every channel, in one pipeline
Website forms, calls and social messages land in the CRM with an owner.
- Client
- Real estate agency
- Timeline
- 5 weeks
- Scope
- CRM setup, integrations
The problem
Enquiries arrived through the site, the phone and social pages. They were tracked in chats and spreadsheets, and some were never answered.
What we built
- Website forms, call logs and social inboxes feed one pipeline.
- Each lead is assigned to an agent automatically, by area.
- Follow-up tasks and reminders are created at every stage.
< 5 minto assign a new lead
3 channelsmerged into one pipeline
0leads left unassigned
Built with CRM API, webhooks, Node.js.