Efficient Lead Management in a Real Estate Firm

Leads Magix provides real estate firms with the tools they need to efficiently capture, organize, and manage Leads, ensuring a streamlined sales process.

Client Overview

A leading real estate firm faced challenges in managing the influx of Leads from various channels, including websites, social media, and referrals. The firm struggled with data disorganisation, missed follow-ups, and slow response times, affecting overall sales performance.


The Challenge

The primary issue was the manual and inconsistent management of incoming Leads. The team was overwhelmed and inefficient with limited integrations, duplicate records, and no clear process to track lead status.


Solution

The firm adopted Leads Magix to automate data entry and streamline lead management. By using column mapping, they ensured all incoming Leads were accurately categorised, and custom workflows were created to automate follow-up emails and task assignments. The real-time updates feature ensured that lead data was always current, which helped the team prioritise outreach.


Results

  • Time Savings: Automating repetitive tasks saved the team up to 8 hours per week.

  • Improved Accuracy: With accurate data mapping and automatic updates, errors were reduced by 60%.

  • Increased Conversion Rates: The firm saw a 30% increase in conversions due to better follow-up processes and a more organised system.


Conclusion

Leads Magix enabled the real estate firm to optimise its lead management process, automate workflows, and ultimately increase its sales efficiency. The firm now enjoys a more organised system that provides actionable insights and allows for better decision-making.

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