1st Sight Realty

A boutique real estate company with a real problem — leads were coming in but the follow-up was inconsistent. Inquiries falling through the cracks, manual processes that depended on whoever remembered to check, and no central place to see where any potential client actually stood. In real estate, slow follow-up doesn't just lose a deal. It loses the client entirely.

The fix wasn't complicated, it just needed to actually get done. We implemented Pipedrive as their CRM, got the team trained and using it consistently, and built an AI-assisted workflow that automatically captured new inquiries and handled the first outreach step without anyone having to remember to do it. The leads came in, the system logged them, and the initial response went out — all before a human even had to get involved.

On top of that, we cleaned up their channel strategy and ran targeted ads to make sure the leads coming in were worth capturing in the first place.

The result was a team that finally had a clear picture of their pipeline and a process that didn't fall apart when things got busy.

Results:

• Pipedrive CRM fully implemented and adopted across the team

• AI-assisted lead workflow handling automatic capture and initial outreach

• Lead capture rate improved by roughly 25%

• Lead to showing conversion went from 6–7% to 21%

That last number is the story — faster, automated follow-up t