Case Study: Level Homes achieves scalable sales growth and consistent follow-up with Lasso CRM

Level Homes - Customer Case Study

Level Homes, a home builder with a fast‑growing Raleigh division, faced scaling challenges after starting with paper registration cards and a clunky generic CRM. Needing a system to manage rising prospect and client volumes, Director of Sales John Christy evaluated options and implemented Lasso CRM to support follow-up, tracking, and sales processes.

Lasso CRM delivered an easy‑to‑use platform, quick training for new hires and structured follow‑up campaigns that helped Level Homes scale from three to seven salespeople and put the Raleigh division on track to close about 200 homes in 2017. By improving conversion tracking and consistent outreach, Lasso CRM enabled measurable ROI beyond appointments—most notably helping the team close buyers who had previously struggled financially and preventing prospects from slipping through the cracks.

Level Homes

John Christy

Director of Sales