Case Study: Beta Agency streamlines CRM workflow with Facet Interactive

A Facet Interactive Case Study

Preview of the Beta Agency Case Study

Beta Agency streamlines CRM workflow in 2020 with Facet Interactive

Beta Agency, a leading commercial real estate broker, partnered with Facet Interactive to qualify a new CRM system and streamline its customer engagement workflows. The challenge was to find a solution that could support the agency's unique matchmaking process between landlords and brands while also accommodating non-real estate deals from its in-house support arm.

Facet Interactive conducted a thorough workflow discovery and CRM qualification process, which included a detailed analysis of the REThink CRM platform. The solution led to optimized customer engagement, significant time and cost savings from automation, and data-driven decision-making capabilities for Beta Agency.


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