Lead Integration & CRM Data Analysis

CLIENT

Main Place Real Estate

PROJECT SCHEDULE

Feb 2024 β€” Oct 2024

PROJECT SIZE

Less than $10,000

Services provided on this Project

Sales Outsourcing Back Office Outsourcing CRM Consulting and SI

Lead Integration & CRM Data Analysis

Project Overview:
The client, a performance-focused real estate brokerage, needed someone who could ensure the accurate and timely flow of leads into Boomtown CRM β€” while also connecting the dots between lead activity and team performance data inside SISU. They were looking for a tech-savvy specialist who understood the real estate ecosystem and could own the lead-to-reporting pipeline.

What We Delivered:
Suraj stepped into a critical operations role β€” managing backend systems while making real-time decisions that supported lead conversion and performance tracking. Here's how the role took shape:

  • πŸ”— Lead Integration Management: Connected and maintained multiple lead sources, ensuring every lead was captured and properly categorized within Boomtown without duplicates or data loss.

  • πŸ“₯ CRM Oversight & Tagging: Built rules for contact tagging, assigned agents automatically based on lead source, and monitored lead stages to ensure accurate workflows in Boomtown.

  • πŸ“ˆ SISU Sync & Reporting Support: Mapped Boomtown activity to SISU metrics, allowing the brokerage to track agent performance, pipeline progress, and ROI.

  • πŸ› οΈ System Optimization: Diagnosed integration issues, recommended fixes, and worked with API tools and system settings to reduce lag between lead creation and dashboard visibility.

  • 🀝 Real Estate Process Alignment: Acted as the bridge between tech platforms and agent activity, aligning automation with real-world workflows for smoother operations.

Client Feedback:

β€œSuraj has a great understanding of the real estate business. If you are considering any needs for CRM management, oversight or accountability, I highly recommend his services.”