Case Study: Reali strengthens client relationships and scales transactions with Copper CRM

How Reali Strengthens Real Estate Relationships with a CRM

Reali, founded in 2016, builds an app and technology-driven services to simplify home buying and selling for today’s independent, mobile customers. Although their “Reali Experts” provide hands-on support, the team struggled with fragmented communications, multiple tools, and no easy way to track offers or scale processes—so they needed a simple, visible CRM that fit their collaborative model.

They adopted Copper, which integrates with G Suite, supports shared calendars, task reminders, custom fields, and powerful reporting. Copper centralized leads, clients, and properties into a single source of truth, improved internal communication and visibility, and enabled Reali Experts to manage hundreds of transactions efficiently while preserving a personal customer experience.

Reali

Virginia Trowbridge

Senior Project Manager