Act!
64 Case Studies
A Act! Case Study
Gretchen Osgood, owner of Hawaiian Isle Real Estate in Kona, needed a better way to manage a rapidly growing business that relied on timely, detail‑heavy workflows—multiple concurrent property sales, ongoing property management and a longstanding printed newsletter targeting mainland buyers. She was looking for a CRM to centralize contacts and keep complex, deadline‑driven tasks from slipping through the cracks.
She made Act! the core of her operation, converting her assistant’s processes into automated activity lists, automating newsletter sign‑ups and using Act! Marketing Automation for drip campaigns. The system let her handle 21–22 contracts at once (with days of up to 150 tasks completed), vastly outperforming typical agents and earning her the top transaction spot in her territory.
Gretchen Osgood
Owner