Digitizing lead management across multiple real estate projects
S&S Associates: mandate and channel partner managing sales for active developments
S&S Associates manages sales for five real estate projects. With two Closing Managers per project and over 100 leads monthly, their paper-based process created friction at every step of the sales funnel.
Visitors now complete their details on a tablet during site visits — instantly logging the lead and assigning it to the right Closing Manager.
Visitors complete this form on-site — replacing the paper collection process entirely
Closing Manager view - Assessments and actions
Today's Tasks — daily follow-up reminders
Site Heads Dashboard
CM's Assessment View for Site Head
- — View assigned leads
- — Record client feedback
- — Schedule follow-up actions
- — Track communication history
- — Team performance overview
- — Lead activity monitoring
- — Follow-up status across projects
- — All follow-ups due today
- — Auto-surfaced each morning
- — No lead falls through
Today's Tasks — a feature that automatically surfaces all follow-ups due that day, so no lead ever falls through the cracks.
Results
- Manual lead entry removed entirely from the workflow
- Follow-up consistency improved through automated daily task reminders
- Better accountability across multiple sales teams
- Site heads have full visibility into team activity and lead status
- Scalable architecture ready to support additional projects