Real estate · USA
Real Estate CRMCRM Consolidation
For Real Estate CRM, I consolidated a fragmented deal database in Close CRM and Podio, then configured pipeline rules and automated follow-ups. The consolidated database had 70% fewer duplicate records.
- My role
- Consolidated the database and configured pipeline rules and follow-ups.
- Project scope
- Deal migration into Close CRM and Podio, with automated follow-up sequences.
- Outcome and status
- 70% fewer duplicate records in the consolidated deal database.
- Tools and platforms
- Close CRM · Podio
The challenge
This US real-estate business had its deals scattered across a fragmented database, with duplicate records slowing the team down.
My approach
I consolidated everything into Close CRM and Podio, then built pipeline stage rules and automated follow-ups so leads stopped falling through the cracks.
What I built
- Merged deal database into Close CRM + Podio
- Pipeline stage rules
- Automated follow-up sequences
Results and delivery status
- 70% fewer duplicate records