Case Study

CRM for Real Estate Agents/Agencies

Perimeter Real Estate uses OnePageCRM

Perimeter Real Estate Achieves 50% Expansion Through Strategic Implementation of OnePageCRM

Since 1982, Richard has cultivated a distinguished career in the Real Estate industry. In 2018, he became a part of Perimeter Commercial Real Estate (PCRE), recognizing the pivotal role of seizing opportunities in the real estate business. The imperative need for a systematic approach to stay organized and maintain effective follow-ups led Richard to explore CRM solutions.

Challenges Faced Before OnePageCRM: Before integrating OnePageCRM, Richard relied on traditional methods, using stacks of business cards and spreadsheets to manage lead information. His search for a CRM system aligned with his unique prioritization and organizational needs proved challenging. OnePageCRM emerged as the solution to enhance contact management and boost sales and conversion rates.

Overview of Perimeter Commercial Real Estate (PCRE): PCRE, with an extensive professional network and robust partnerships, stands as a full-service commercial brokerage firm transforming the real estate landscape for over seven years. Their experienced team of commercial real estate professionals is dedicated to delivering personalized services and unparalleled industry expertise.

Adopting OnePageCRM for a New Strategy: Richard’s sales process involves collecting lead information through third-party vendors, kick-starting his follow-up through door-to-door canvassing. The challenge of tracking and prioritizing follow-ups necessitated a more efficient system. OnePageCRM’s Saved Actions became instrumental in streamlining the follow-up process, enabling quick application of tasks to leads.

Enhanced Sales Organization and Management: To augment sales organization, Richard utilizes OnePageCRM’s Tags to log external vendors involved in deals, providing a centralized repository. The CRM’s pipeline offers better visibility of deals and expected revenue, facilitating predictions, motivation, and increased deal closures. The Kanban view within the Pipeline proves invaluable in managing deal details and stages.

Efficient Contact Management with OnePageCRM Features: Initially facing challenges in manually managing contact details, Richard now leverages the Lead Clipper to effortlessly capture information from incoming emails, seamlessly integrating with OnePageCRM. The integration with Outlook and other features, combined with outstanding customer support, customizable fields, and user-friendly interfaces, significantly contributes to improved contact management.

Remarkable Results and Recommendations: Since adopting OnePageCRM, Richard has experienced a 50% increase in close rates and quadrupled lead to opportunity conversions within a few months. He highly recommends OnePageCRM to real estate professionals seeking proactive contact management and organizational enhancement, emphasizing its ease of use, enjoyable process, and exceptional support.

Conclusion: Richard Smith’s success story exemplifies how OnePageCRM has not only met but exceeded his expectations, significantly contributing to the growth of Perimeter Real Estate. His endorsement reinforces the platform’s effectiveness in making follow-ups easier, cleaner, and more user-friendly, ultimately leading to substantial revenue growth.