Recovering Stalled Leads for a Multi-Project Real Estate Developer
A Real Estate client
Client Overview
Who we worked with
A Real Estate client in Real Estate partnered with Cognidigit to solve a specific, measurable business problem. Here's what we did and what it delivered.
Problem
Leads across three concurrent projects were tracked by individual agents in personal notebooks and phone contacts, with no shared visibility for sales leadership. Leads that went quiet after an initial site visit rarely received a scheduled follow-up, and the developer had no way to measure which agents or channels were actually converting.
Solution
We deployed Real Estate CRM with a shared pipeline across all three projects, configured to flag any lead with no activity after a set…
Result
The developer recovered a meaningful share of previously stalled leads within the first two months of rollout, and gained clear visibility into which lead sources were actually converting — data that reshaped where their marketing budget was allocated the following quarter.
Our Solution
How we solved it
We deployed Real Estate CRM with a shared pipeline across all three projects, configured to flag any lead with no activity after a set number of days rather than letting it silently age out of view. WhatsApp Marketing Software was connected for automated site-visit confirmations and scheduled follow-up messages.
Agent-level performance reporting gave sales leadership visibility into conversion rates by agent and by lead source for the first time.
What We Applied
Services behind this result
How We Delivered
Our implementation process
Discover
Mapped the operational reality and agreed measurable goals.
Design
Planned the solution and validated it before building.
Develop
Built iteratively with regular client check-ins.
Launch
Tested, deployed, and rolled out with support.
Support
Measured results and iterated after go-live.
“The billing and inventory integration alone saved us hours every single day. What stood out most was how directly the team communicated during rollout — we always knew exactly what was happening and when.”
More Proof
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