Case Studies

PROCESSES DIGITALIZATION

Transforming Property Management: A Custom CRM Solution for a Real State Company

Project Duration: 5 - 6 months

Overview

Gobienes is a fast-growing real estate company based in Ecuador, specializing in the marketing of residential, commercial, industrial, and tourism properties. With years of experience in the real estate market, Gobienes had built a strong reputation, but their operations were becoming increasingly complex as they expanded their portfolio.

As they grew, they began facing challenges that many expanding companies encounter—managing a wide range of properties and client inquiries while ensuring that every agent had the tools needed to manage their workflow efficiently. Recognizing the need to stay ahead of the competition, Gobienes sought a solution that would streamline their operations and help them better serve their clients. They turned to us for a digital transformation, trusting us to create a custom CRM (Customer Relationship Management) solution that would modernize their processes.

Geobienes

Geobienes

GeoBienes is a real estate company, made up of a solid and trained commercial team with successful experience, that provides marketing services for residential, commercial, industrial and tourist projects, through outsoursing or externalization of commercial equipment.

Key results

Automated Sales Pipeline Tracking: for every stage of property negotiation.

Generation of detailed statistical dashboards for each real estate agent

Zero management time with the photographer to manage images of new properties

The problem

Gobienes lacked a centralized system to manage their growing portfolio of properties, including detailed information about property features and availability. Property inquiries were handled through separate channels—emails, phone calls, and in-person meetings—making it difficult to track which properties were generating interest and how many inquiries were being made for each.

Additionally, without an organized system, agents at Gobienes were manually managing leads and negotiations with prospective clients. There was no single platform that allowed agents to track their ongoing negotiations from the initial contact to the closing of a sale, leading to inefficiencies and sometimes lost opportunities.

As the number of projects under Gobienes' management grew, it became clear that relying on these manual processes was unsustainable. They needed a comprehensive CRM system to manage their portfolio, inquiries, and agent performance, all while maintaining the high standard of service their clients had come to expect.

The solution

We designed and developed a custom CRM tailored to Gobienes' specific needs. The new system streamlined the entire property management process, allowing them to update their catalog of properties in real-time. This included property features, availability, pricing, and any relevant documentation, ensuring that all agents had up-to-date information at their fingertips.

The CRM also centralized the inquiry management process. Every inquiry from a prospective client—whether via email, phone, or in-person—was recorded in the system. This allowed Gobienes to track each inquiry, linking it to a specific property and potential buyer, creating a clear and organized communication chain from the initial interest to final negotiation.

One of the most critical features of the CRM was the ability to track every phase of a negotiation. From the first contact with a client to recording the buyer's details and documenting each step of the negotiation process, agents could manage their workflow efficiently within the system. The CRM not only ensured that no communication was lost but also provided visibility into the entire sales pipeline for management.

In addition, we developed a performance dashboard that allowed Gobienes to generate real-time statistics for each of their real estate agents. Management could see which agents were generating the most inquiries, which properties were in high demand, and how effectively agents were closing deals. This new level of transparency helped improve accountability and allowed Gobienes to make data-driven decisions to optimize their sales strategies.

New opportunities

As Gobienes continues to grow, they are expanding their operations to include construction projects of their own. This presents an exciting new challenge for us as we look to integrate their CRM system with their partnering construction companies. By establishing a direct connection between Gobienes and the construction companies they work with, we can streamline project management and ensure that up-to-date property information is shared seamlessly across both teams.

This integration will not only improve communication between Gobienes and their construction partners but will also enhance transparency for clients. Buyers will be able to receive real-time updates about the construction status of their properties, and agents will be equipped with the latest information about project progress.

As the real estate market evolves, Gobienes is well-positioned to continue its growth by leveraging technology to create efficiency and improve the customer experience. We are excited to continue supporting Gobienes on this journey and to help them lead the market with innovative, future-proof solutions.

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