Case Study
Business Process, Software Development
Creating a Custom CRM to Communicate with Thousands at Once
Smart City Locating connects thousands of apartment hunters with the most amazing apartments in Dallas, Houston, and Austin and has expanded into Denver and Atlanta in 2020. The company truly is a disruptor in the real estate market, using personalized criteria to help both newcomers and lifelong residents find their perfect home.
One Size Doesn't Always Fit All
In 2017, Smart City Locating started the search for a CRM solution that would help their real estate agents manage leads. However, while using a one-size-fits-all CRM, it quickly became evident that the cumbersome, inefficient, and complex application was hindering, not helping, agents meet the needs of their customers. With thousands of apartments becoming available in Texas’s three largest cities every day, Smart City needed a more streamlined solution.
The company partnered with KDG to build a web application hyper-personalized to the specific needs of their agents. Utilizing a simple dashboard and streamlined reporting, this application highlights only the features necessary for Smart City’s operations. Leads and contacts are never forgotten about thanks to automated lead assignments, workflows, and follow-ups.
Now, agents can effectively and efficiently communicate with thousands of clients at once without ever missing a beat. Other unique features built for the one-of-a-kind application include:
Key Project Components
Coming from one of those out-of-the-box CRMs, ours is very to the point [and] very straightforward.
Tyler Ackelbein
Product Manager
Solutions
Exploring Key Features in Action
A real-time dashboard reports on the health of the company. Agents can see everything from sales goals and top agents to lead traffic.
Agents each have their own profile, and their contact infor, roles, and commission can be easily edited.
Leads are rotated between agents as they come in to ensure that they're never missed in the pipeline.
A master report shows the activity of agents, the sales they've closed, and the leads they're working on.
The application keeps track of lease details like rent, lease term, and move in date, as well as agent commission.
Thousands of leads come in the system and can be reported on or filtered based on preference and property criteria.
Leads can be filtered by status so the Smart City team knows which leads have leased, which may have been lost, and which are in the process of making a deal.
Agents can update properties, view their amenities, add tags, and see the apartment's lease history.
The Action Today feature highlights to-do lists and tasks for agents, admins, and other Smart City team members.
The application gives a quarter-by-quarter breakdown of the revenue brought in by each agent.
