Solution Delivered

Patronecs developed a fully customized Podio CRM built specifically for real estate acquisitions, giving the team one centralized system to manage leads, conversations, properties, and deals. A major part of the solution was a smooth Launch Control–to–Podio integration, where every lead and message synced automatically with enriched data, eliminating manual entry and reducing errors. We also embedded automated cold call workflows directly inside the CRM, allowing agents to respond quickly and consistently without switching tools. A clear lead scoring and pipeline structure helped the team identify high-priority opportunities, while automated task creation ensured every follow-up happened on time.

Impact

After implementing the new CRM, the client saw immediate operational improvements. Automated lead routing and faster notifications helped agents respond nearly 40% quicker, dramatically improving early engagement. Follow-ups, which were previously inconsistent, became structured and automated leading to almost twice the follow-up reliability across the entire team. These improvements translated directly into results: the acquisitions team closed 35% more deals, supported by clearer visibility into each agent’s activities and responsibilities. Managers finally had full accountability across the pipeline, and the company no longer missed calls or messages. Every lead, from every channel, was captured and acted on without delay.