Leobit
Commercial Real Estate CRM
Enhancing the functionality and competitiveness of the legacy CRM system through advanced integrations
ABOUT
the project
Client:
Location:
USA
|California
Company Size:
Industry:
Solution:
The customer sought to enhance their commercial real estate CRM to gain a competitive edge in the PropTech sector. They recognized the pivotal role of email marketing for commercial real estate (CRE) professionals and aimed to establish integrations with top marketing automation platforms.
The system, though, wasn’t ready to handle new features, so Leobit stepped in and helped ClientLook enhance CRM performance. Our team successfully made minor system improvements, revamped various third-party integrations and in-house email solutions, and performed seamless integrations with Mailchimp and Hubspot.
These improvements and integrations enabled commercial real estate CRM users to create campaigns, manage distribution lists, send emails, and identify prospects without switching between multiple tools.
The biggest challenge lay in addressing unscalable legacy code and an outdated architecture. By undertaking minimal refactoring efforts, we were able to substantially enhance the overall system performance and successfully accomplish the two-way integration with Hubspot and Mailchimp.
CUSTOMER
ClientLook is an American company that provides customer management software to commercial real estate (CRE) brokers and brokerage firms. The company operates across all USA states, serving over 10,000 CRE professionals involved in buying, selling, leasing, and investing in commercial real estate.
ClientLook's commercial real estate CRM platform combines contact management, deal tracking, corporate social networking, and client collaboration with a property module to help users keep and manage all their deals under one roof.
In 2020, the ClientLook was acquired by LightBox real estate information and technology platform to help them deliver end-to-end broker solutions.
BUSINESS
CHALLENGE
The customer’s commercial real estate CRM had a monolithic architecture and required substantial improvements. Yet, due to time and budget constraints, ClientLook rejected Leobit’s code refactoring suggestions and wanted us to do minimal system enhancements and proceed with the development of new features.
To keep the legacy system up and running, the Leobit team came up with the idea to slightly reorganize existing interaction points and wrap up legacy code into a separate unit. It allowed building upcoming features on top of existing ones without high dependency on existing architecture and required only minimal refactoring efforts.
Why
Leobit
The client opted to seek a new vendor after their prior outsourcing partner delivered a subpar codebase and exhausted the project budget. They selected Leobit due to the vast company's experience in PropTech software development, specialization in .NET, and extensive expertise in modernizing legacy solutions.
Project
in detail
Before commencing the project, our experts conducted a thorough code review. Given the client's limited budget, our team focused on making minor system enhancements and began the implementation of new features.
Hubspot integration
Our technical experts developed an algorithm to seamlessly synchronize data entries with HubSpot, empowering CRM clients to efficiently manage and update user data across both systems.
With this integration in place, CRM clients can now easily transfer contacts to HubSpot and access their email campaign activity within ClientLook. This has been instrumental in eliminating duplicate entries and ensuring instant access to all the necessary information.
Mailchimp integration
Following the Mailchimp integration, real estate representatives gained the capability to easily segment their extensive contact lists into smaller, manageable groups and seamlessly synchronize them with Mailchimp.
This streamlined process allows CRM clients to effortlessly launch campaigns to specific groups via Mailchimp without the need for manual data entry or the repetitive import/export of contacts.
Campaign Analytics dashboard
Leobit developers enriched the customer's commercial real estate CRM with valuable insights that enhance the effectiveness of every interaction with both prospects and existing clients.
Thanks to the user-friendly dashboard our team added to the CRM software, users can easily access and view real-time statistics for every email marketing campaign. Real estate agents can monitor the number of email recipients, engagement levels, bounce rates, and unsubscribe counts.
This valuable information can assist sales representatives in identifying opportunities and planning.
Technology Solutions
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Performing two-way custom Hubspot and Mailchimp integration
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Allocating separate on-demand computing services to handle background work in a scheduled and predicted manner
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The use of the specifically designed data processing service per each data type to greatly optimize data analysis
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Organizing information into separate data buckets and segregating non-SQL-friendly data into dedicated storage to significantly improve data analysis efficiency
Value
delivered
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Powerful email marketing thanks to two-way integration with Mailchimp and Hubspot
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Improved visibility into prospects thanks to the ability to configure full email campaign reports with engagement statistics
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60% reduction of manual efforts thanks to adopting process automation
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Effective pipeline management and thorough tracking of each transaction stage to drive the completion of deals
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Skyrocketed prospecting success by eliminating duplicates and making every required information instantly accessible
Publications
LightBox Announces Acquisition of ClientLook
Business Insider
Read more
