"La Agency is a premium real estate firm in Marrakech specializing in luxury and investment properties."
Visit WebsiteProject Overview
La Agency is a premium real estate firm in Marrakech specializing in luxury and investment properties. The agency faced fragmented processes, with leads coming from multiple channels, no structured sales pipeline, limited visibility for management, and manual follow-ups slowing down closers.
Objective
Centralize the internal processes, automate lead management, and provide management with reliable insights into sales and marketing performance.
Client Challenges
Leads were scattered across multiple channels with no unified tracking.
No structured follow-up pipeline, leading to inconsistent engagement.
Limited visibility into team performance, project progress, and campaign results.
Manual processes slowed down closers and increased the risk of missed opportunities.
Difficulty linking prospects to specific projects and managing property documents efficiently.
Proposed Solution
CRM Customization & Automation
Tailor-made client and prospect profiles, structured sales pipeline, lead scoring, automated reminders and notifications.
Lead Capture & Assignment
Integration of website and landing page forms for automatic lead creation; round-robin assignment to ensure fast response times.
Project & Document Management
Custom module for properties including unit types, pricing, brochures, payment plans, contracts; linking prospects to properties for accurate tracking.
Communication Integration
Unified email; full history of calls, messages, and documents.
Marketing & Social Media Automation
Integration of Zoho Social for campaign management and performance tracking.
Reporting & Dashboards
Real-time dashboards for sales teams (appointments, leads, deals) and management (sales per project, conversion rates, revenue, lead quality).
Added Value & Business Impact
Centralization
80% of agency operations now managed in a single platform, reducing lost leads and scattered documents.
Efficiency
Automated lead assignment and follow-ups ensure faster responses and consistent engagement.
Visibility
Management can monitor team performance, pipeline status, and campaign ROI in real-time.
Traceability
Full history of communications, actions, and documents for accurate tracking.
Scalability
The system can easily accommodate new properties, users, and modules as the agency grows.