Case studies
Two CRMs we built, and what they fixed
Screens are from the live systems. Client names, addresses and contact details are blurred.
Case study 1
A custom CRM for a property management company
A Dallas–Fort Worth property management company that had outgrown spreadsheets and email.
What the CRM solved
- One place for all dataProperties, owners, tenants, leases and money in one system, not in AppFolio, spreadsheets and email.
- Nothing falls through the cracksExpired leases, missing insurance and overdue inspections land on one daily list.
- Owner payouts on timeEvery payout tracked against the “paid by the 10th” promise.
- Less lost rentLate rent, vacant days and listings that need a price cut are flagged.
- Faster repliesResponse-time targets; AI drafts replies, staff review and send.
- Paperwork sorted for youIncoming documents are read and filed automatically.
- Clear accountabilityTasks, quotas and scorecards show who is doing what.
Case study 2
An all-in-one client and sales system for an agency
A marketing agency with a small sales team and a BNI networking pipeline.
What the CRM solved
- Nothing slips through the cracksToday and Tasks show follow-ups, replies waiting and what is overdue.
- You know if a proposal was readOpens are tracked, and it shows whose turn it is.
- All emails in one place, per clientSynced from Outlook, with unanswered emails flagged.
- Money is visiblePaid, invoiced and not billed yet, connected to QuickBooks.
- Clear goalsRevenue goal, the gap, and the meetings and proposals needed to close it.
- Networking turns into salesBNI 1-to-1s, proposals sent and members who became clients.
