Revolutionizing Lead Management for Richmount Properties

Industry

Real Estate

Services Provided

Real Estate CRM

Platforms

iOS
Android
Web

Technology Stack

Frappe Framework
Frappe CRM
React Native
Firebase Cloud Messaging

About the Client:

Richmount Properties is a distinguished real estate firm dedicated to delivering premium housing and commercial properties tailored to the specific needs of its clientele. Their unwavering commitment to quality and customer satisfaction has positioned them as a trusted leader in the real estate sector. Learn more about their offerings at Richmount Properties.

Project Timeline:

2 months

Launch Date:

January 2, 2025

The Challenge

Richmount Properties faced several obstacles in their lead management and sales processes:

Reliance on Legacy Systems

Outdated CRM tools and spreadsheets led to inefficiencies and frequent errors in lead tracking.

Lack of Structured Lead Management

The absence of a standardized system hindered effective lead prioritization.

Duplicate Lead Records

An uncentralized database resulted in frequent duplication of leads.

Missed Follow-Up

Without task assignment and reminder functionalities, many opportunities were lost.

These challenges significantly impeded their ability to streamline operations, measure performance, and improve lead conversion rates.

The Upscape Solution

Upscape partnered with Richmount Properties to create a comprehensive CRM mobile application that addressed these challenges. The key features of the solution included:

Cross-Platform Functionality

  • A user-friendly mobile app for both iOS and Android, ensuring accessibility and convenience.

Enhanced Lead Management

  • A structured sales funnel with clearly defined lead statuses.
  • Ability to add detailed notes and tasks for each lead.
  • Classification of leads by budget, developer, and project for more targeted engagement.

Process Automation

  • A structured sales funnel with clearly defined lead statuses.
  • Ability to add detailed notes and tasks for each lead.
  • Classification of leads by budget, developer, and project for more targeted engagement.

Custom Notification

  • Instant alerts for lead assignments and task updates to ensure timely actions.

Data-Driven Insights

  • A powerful dashboard with real-time analytics and performance tracking.

The Results

The custom CRM mobile app developed by Upscape transformed Richmount Properties’ lead management operations, delivering measurable improvements:

Real-Time Lead Management

Agents can now access, update, and track leads instantly via the app.

Elimination of Duplicate Leads

A unified database ensures data accuracy and eliminates redundancy.

Faster Client Response

Real-time updates from Meta and Google Ads allow agents to engage with leads immediately.

Streamlined Task Management

Agents can efficiently create, assign, and monitor tasks, ensuring no follow-ups are missed.

Effective Lead Categorization

Advanced filtering and classification enable targeted engagement strategies and optimized resource allocation.

Conclusion

Richmount Properties now enjoys improved operational efficiency, enhanced agent productivity, and a higher rate of lead conversions. This success story highlights Upscape’s commitment to delivering tailored, technology-driven solutions that produce tangible business outcomes for the real estate industry.