Buildout CRM
29 Case Studies
A Buildout CRM Case Study
Commencement Bay Brokers, a residential brokerage serving the Pacific Northwest, struggled with an inflexible CRM that left them with inefficient data management, no way to customize or automate processes, and disorganized, multiple databases. They engaged Buildout CRM to provide a CRM solution that would better support contact management and improve agent accountability.
Buildout CRM implemented transaction management, automated lead-follow up tasks, and a single unified database to track the sales cycle from prospect to closing. As a result, Commencement Bay gained one-click visibility into closings for accounting, automated workflows that saved agents time and boosted accountability, and improved team collaboration and reporting—enabling the brokerage to focus more on converting sales and closing deals.