Industry:

Residential & Commercial Real Estate

‍Company Size:

50+ agents

‍Primary Challenge:

Agents and staff were spending excessive time on lead routing, follow-ups, transaction coordination, and duplicate data entry across CRM, email, and documents.

Our Approach:

Optivize designed an end-to-end AI automation system that:

• Automatically routed leads based on rules and availability

• Triggered follow-ups and reminders via CRM + email

• Synced contracts, contacts, and tasks across systems

• Eliminated manual status updates and double entry

Results:

• 30% increase in closed deals

• 20+ hours saved per agent, per week

• 3× faster contract processing

• Significant reduction in administrative overhead

Key Takeaway:

Automation allowed agents to focus on revenue-producing work instead of admin.

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