Real Estate

Regional property team

Listings, viewings, and WhatsApp lived in three places. Salesforce around inquiry, viewing, offer, close. Not named, at their request.

Founded 2022 · Founder in the Salesforce MVP Hall of Fame · Dubai HQ · Kochi studio

The engagement

Three stops, quoted from the note.

  1. Before

    The week as it was

    Handover between sales and property management dropped the history.

  2. The week

    What we built

    Salesforce around how the deal actually moves: inquiry, viewing, offer, close. One record for the listing, the buyer, and the viewing.

  3. What we stand behind

    What stayed

    What we will stand behind is operational: one record, follow-up in the org, contracts on the deal.

Illustration of the kind of week. Not a named-client result.

Before, and the week

What the week looked like.

A regional property team. They are not named here. The week is the one we already publish on the real-estate page: listings, viewings, and a CRM nobody trusted.

Brokers split work across listing services, WhatsApp, and a filing cabinet. Handover between sales and property management dropped the history.

We implement Salesforce around the desk: inquiry, viewing, offer, close. This is not a generic real-estate demo. We will not invent a conversion or yield percentage.

What we will stand behind is operational: one record, follow-up in the org, contracts on the deal. There is no published dollar figure for this work.

What changed

What we will stand behind.

Before

What changed

Listings, viewings, and WhatsApp lived in three places.
Follow-up lives in the org, not a personal inbox.
The CRM was a filing cabinet.
Contracts attach to the deal instead of a shared drive.
An agent told the buyer one story; the listing service told another.
The listing the buyer saw matches the record the agent used.
Illustration of the kind of week. Not a named-client result.

Where the same work fits

The same week, other desks.

  • Example

    Leasing manager at a Dubai property manager

    Today: When a unit changes hands, the history stays in the sales team’s inbox.

    After: Sales and property management read one record, so the handover keeps the history.

    Mindcat Lease
  • Example

    Sales manager at a Dubai car showroom

    Today: Test drives are booked on WhatsApp, and the CRM hears last.

    After: Enquiry, test drive, offer and close on one record.

    Sales Cloud
  • Example

    Front office head at an Abu Dhabi hotel apartments building

    Today: Long-stay enquiries, viewings and contracts sit in three places.

    After: The contract attaches to the deal instead of a shared drive.

    Hotel apartments
Examples of the work, not case studies. Roles and cities are typical of the desks we see.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Ours looks like this

We work in real estate and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. An agent on a named process. A reviewer on the exceptions.