Case Study: Leverage Companies scales real estate sales operations with smrtPhone

Leverage Companies handles 3,000 motivated seller leads a quarter with smrtPhone

Leverage Companies, a comprehensive real estate investment organization, was struggling with a disconnected and static phone system that couldn't keep pace with their complex operation. After cycling through multiple platforms like RingCentral and CallRail, they needed a true partner and a more integrated solution. They turned to the smrtPhone system to bring customization, visibility, and the deep integration they had been missing.

The smrtPhone solution provided native integration with their Salesforce-based CRM, allowing them to build automated workflows for calls and texts directly within their existing system. This eliminated the need for multiple disparate software tools. The results were significant operational efficiency, sharper follow-up, and improved sales training through call monitoring and recordings. smrtPhone became the engine of their entire sales operation, enabling them to manage 3,000 motivated seller leads per quarter and turn conversations into real results.

Leverage Companies