Case Study: Premier Sotheby's International Realty achieves improved output tracking and budget forecasting with Wrike

Real estate marketing team turns to Wrike to track output and improve budget forecasting

Premier Sotheby's International Realty, a luxury residential real estate franchise, faced chaotic marketing operations: associate requests were managed in spreadsheets, work was assigned on a first-come, first-serve basis, and the team had no reliable way to track job status, workloads, or prove effort—leading to confusion, missed planning opportunities, and finger-pointing.

By adopting Wrike with custom statuses and integrations (Wufoo, Zapier, email), the marketing team automated request intake, clarified ownership, and made reporting simple. The result: faster daily planning, accurate workload and budget forecasting, clear accountability, and the ability to pull reports showing completed work and justify the team’s value to leadership.

Premier Sotheby's International Realty

Christina Anstett

Direct Marketing Specialist