Patterson Realty
Centralized CRM designed to reduce manual follow-up and improve pipeline visibility.
Automation
Focus
CRM Built
Outcome
About This Client
Patterson Realty is a mid-size real estate agency managing residential sales across multiple agents.
Market: Fast-moving property market where missed follow-ups directly cost commissions.
Before, During & After
Before
Leads scattered across spreadsheets, WhatsApp, and email. Agents missing follow-ups daily.
During
Built custom CRM with automated lead assignment, pipeline tracking, and SMS/email follow-up sequences.
After
Team saved 15+ hours/week. Close rate improved 28% in first quarter.
Problems We Fixed
Each card shows the client's problem and exactly what we built to solve it.
Problem
Leads in spreadsheets
Solution
Custom CRM
Problem
No follow-up automation
Solution
Lead assignment automation
Problem
Agents missing callbacks
Solution
Pipeline dashboard
Problem
No pipeline visibility
Solution
SMS/email sequences
Project Screenshots
Desktop
Tablet
Mobile
Tech Stack
Process
Key Features
CRM
Automation
Analytics
SMS Follow-up
Pipeline Dashboard
Business Impact
- Automated follow-up flows
- Real-time pipeline visibility
- Less manual admin work
- Scalable agent workflow
What They Said
“One dashboard for all our leads. Follow-ups run automatically now.”
Agency Director
Real Estate
USA
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