The Issue

A NYC-based real estate firm was struggling to manage a network of external agents. They assigned leads to these agents, but had no way of knowing if the work was actually getting done. Leads were stalling, and management couldn’t verify if agents were physically visiting the properties.

The Solution

Digital Transformation Management built a custom Zoho CRM solution to solve this “black hole” problem.

• Mobile Tracking: We utilized the Zoho CRM Mobile App to require agents to verify their location when visiting a property.
• Automated Reassignment: We wrote custom automation (using Deluge and Workflows) to monitor the agents. If an agent takes too long to respond or fails to visit a site, the system automatically pulls the lead back and reassigns it to someone else.

The Outcome

The client now has a fully automated system that ensures accountability. Leads no longer get lost in the shuffle; the software automatically ensures that every opportunity is being actively worked by a responsive agent.