Buildout CRM
29 Case Studies
A Buildout CRM Case Study
Cushman & Wakefield’s Winn Richey Team in Denver — a dominant player across the Rocky Mountain region — struggled with fragmented property and contact data, lack of cloud access, and limited internal communication that made tracking deals and coordinating agents difficult. To standardize processes and improve organization, they turned to the Buildout CRM platform to consolidate systems and bring data and workflows into one place.
Buildout CRM implemented a centralized, cloud-based CRM with real-time sync to eliminate duplicate data entry, custom reporting to increase visibility into agent listings and deal progress, and tools to track interactions and assign follow-up tasks. As a result, Buildout CRM delivered improved coordination across agents, significant time savings by reducing manual data work, 24/7 access to unified records, and better client service as the system scaled with the team.