CLIENT OBJECTIVE
Castatank is a startup real estate agency that wanted to develop a lead generation and customer relationship management system that could streamline the sales process.
The following was needed to make the system more effective than others on the market
- MLS Property search and listing that allows buyers to request showings from the properties they picked
- Workflow system to distribute these leads to multiple agencies each with multiple agents.
- Email marketing automation system that would allow for email and SMS campaigns for prospects.
- Sophisticated CRM for prospects to track all communications, searches, showing history, and more
CHALLENGE
Casatank had worked with many systems that were built to provide lead generation and prospect management. None of them included all the features they needed in one place. As well, many of the systems were bogged down with unnecessary complexity making them hard to use. There was a need to build a system that would be easy to use and provide the necessary functionality.
SOLUTIONS
A function storyboarding and design process was completed to ensure the needs were met. It took multiple iterations to get the necessary fundability while creating the flow needed. Since this was done through JIGs proven process, development costs were saved by avoiding unnecessary revisions. Throughout development the client was kept up to date of progress through a staging site until the final delivery and release. In the end a compelling easy to use system was created.