Case Study: My TC Concierge saves time and automates Trello workflows with Unito

A Unito Case Study

Preview of the My TC Concierge Case Study

How My TC Concierge Automated Task Lists and Delegation with Trello

My TC Concierge, a California real estate consultancy based in Los Angeles, needed a better way to manage the heavy project management workload behind each transaction. The team had been using Zapier to create Trello boards automatically, but the growing number of clients quickly made boards overwhelming and hard to monitor across multiple transactions.

Unito helped My TC Concierge build a two-way sync between transaction boards and a master Trello board, plus additional to-do list boards for team members and specialized views like contingencies and today’s tasks. By using Unito alongside Zapier, the company streamlined delegation and kept work visible in one place, with results estimated at 2,548 hours saved and $244K annually, while syncing more than 50,000 Trello cards each day.


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My TC Concierge

Megan Baptista

Founder and Realtor


Unito

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