01 · CAPTURE
An online investment fact find
A nine-step fact find captures each client’s structure, goals, risk profile, finances and property plans, and sends it straight into GHL ready for their first meeting.
Case Study · Property Investment
CR Property Solutions
The Challenge
A CRM built around the client journey
CR Property Solutions guides clients through every step of buying or building an investment property, from goal setting and risk profiling to settlement and annual check-ins. With so many steps and partners involved, the team needed one system to capture leads, track every client and keep follow-ups on time.
Dreams made simple, with every step tracked.
We set up HighLevel with a nine-step investment fact find, a client engagement pipeline and automated tasks and notifications, so the team always knows where each client is and what needs to happen next.
CRM Integration
Every enquiry tracked. Every step followed up.
We set up HighLevel (GHL) as the engine behind CR Property Solutions. Every enquiry and fact find becomes a contact and opportunity, moves through a clear client engagement pipeline and triggers the right tasks automatically.
02 · PIPELINES
A pipeline for the whole client journey
Opportunities move through stages from New Lead and Contact Made to Fact Find Returned, strategy meetings, buyers agreement and settlement, so every client is accounted for.
03 · AUTOMATIONS
Tasks and follow-ups on autopilot
When a new lead lands in the pipeline, workflows check the stage, create handover tasks and notes for the team and tag the contact, so nothing is forgotten.
04 · REPORTING
Funnel and conversion reporting
Dashboards show opportunity status, conversion rates and a stage-by-stage funnel, giving the team a live view of how clients progress.
Services Delivered
CRM, set up end to end
From lead capture and the online fact find through to pipelines, automations and reporting, we built and integrated HighLevel for CR Property Solutions.
Websites
Design, build and grow the online presence
The Outcome
A clearer view of every client
CR Property Solutions now manages every enquiry in one place, with live dashboards showing pipeline activity, conversion rates and how clients move from first contact to purchase.
Online Fact Find
A nine-step form feeding straight into the CRM.
Client Pipeline
Every stage from new lead to settlement.
Automated Tasks
Handover notes and reminders created automatically.
Live Reporting
Funnel, conversion and stage dashboards.
Like What You See?
Let's create your own success story
CR Property Solutions is just one example of what a well-built CRM can deliver. If you’re ready for a partner who’ll do the same for your business, let’s talk.
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