Case Study: Citivest, Inc. achieves instant ROI and improved data visibility with Buildout CRM

Citivest realizes instant ROI with Rethink

Citivest, Inc., a California residential investment firm with 25 years of experience, struggled with fragmented systems (Excel, Access, MLS) that made project-level organization, reporting, and visibility across its 20 agents difficult. They engaged Buildout CRM to centralize their data and modernize workflows with a real estate CRM solution.

Buildout CRM delivered a custom configuration featuring a user-friendly layout with Quick Links, tailored workflow rules, and joined reports that compare completed vs. overdue tasks. The Buildout CRM implementation produced instant ROI—improved data integrity through collaborative transaction processes, mobile accessibility for on-site updates, and measurable time-management improvements that streamlined reporting and task completion for Citivest, Inc.

Citivest, Inc