Case Study: The Cheney Group achieves scalable growth and improved efficiency with Buildout CRM

A Buildout CRM Case Study

Preview of the The Cheney Group Case Study

The Cheney Group - Customer Case Study

The Cheney Group, Frisco’s #1 Home Selling Team founded by Jeff Cheney, had sold over $200 million in real estate but was growing too fast for their existing tools: details were falling through the cracks, employees were overwhelmed, and agents couldn’t focus on client relationships. To gain the flexibility they needed, The Cheney Group turned to Buildout CRM, implementing Buildout CRM’s REthink solution to replace rigid Realtor® software.

Buildout CRM’s REthink solution added automation, task tracking directly on listings and closings, and pipeline reporting to provide visibility into every lead. The result: automated reminders improved client follow-up and saved time, coordination and accuracy on transactions increased, management gained custom forecasting reports, and the team scaled up to become one of the largest in the region — addressing dropped details and enabling measurable, more efficient growth.


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The Cheney Group

Jeff Cheney

Founder


Buildout CRM

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