"For the first time, every agent and I are looking at the same pipeline. Monday reports take minutes, not a morning."— Managing Broker
Sixty agents worked across five disconnected tools and a stack of spreadsheets. Listings, leads, and deals lived in different places, and leadership had no live view of the pipeline — every report was assembled by hand.
A custom CRM and deal pipeline modeled around their listing and buyer stages, with roles for agents, coordinators, and managers, integrated with their MLS feed and email.
One source of truth for the whole brokerage. Reporting that used to take a morning now runs live, and deal updates move ~30% faster because nobody re-keys data between tools.