Buildout CRM
29 Case Studies
A Buildout CRM Case Study
JohnHart Real Estate, a fast‑growing California residential agency specializing in buying, selling, and foreclosure prevention, needed more than a basic CRM to manage listings, internal communications, and disparate agent workflows. Facing high error rates in message delivery, time‑consuming manual listing updates, and fragmented processes across their small sales team, JohnHart selected Buildout CRM to deliver a real‑estate‑specific solution built on Salesforce.
Buildout CRM delivered a tailored implementation with custom forms and fields, automated workflows, property management tools, mobile access, and a Showings object to schedule and share appointments. The Buildout CRM deployment unified business processes, increased visibility and coordination between departments, cut down manual listing work and delivery errors, and enabled on‑the‑go data entry—improving overall operational efficiency and follow‑through.