Case Study-1 : Real Estate

REAL ESTATE

Client Overview

Client Name: Real Estate Broker
Bitrix24 Account: Cloud Plan (Professional) / On-premise
Industry: Real Estate
Employees Engaged with Bitrix24: Approximately 20 – 1000+
Locations: Multiple offices across the UAE

Challenges

Fragmented Communication: Interdepartmental and cross-office communication was inefficient, often leading to delays and miscommunication.
Manual Tracking of Client Interactions: Tracking customer engagement was cumbersome, relying heavily on spreadsheets and manual data entry, which was prone to errors.
Siloed Data: The lack of a centralized platform meant information was scattered, creating inefficiencies in accessing or sharing documents, client histories, or project updates.
Real Time Leads: Collecting Leads from Social media channels (e.g. Meta and Google ads) , Property Portals e.g. Property Finder, Bayut, Dubizzle, Website etc and distribution after collating is a nightmare.
Document Sharing: Preparation and sharing of Tenancy contract & Sale Purchase agreement with client, Sharing and tracking of such mails and documents.

Implementation Process

Initial Focus: The Sales and Customer Support departments were prioritized to enable seamless client management and communication.
Technical Challenges: Integrating with legacy systems for data import required customization to maintain data integrity and ensure smooth migration.
User Engagement & Training:
- Organized workshops for each department, covering key Bitrix24 features relevant to their tasks.
- Created user manuals and hosted Q&A sessions to address common queries.
- Designed an internal help desk to provide ongoing support.

Top Management Engagement: Management was actively involved, utilizing Bitrix24 for project oversight and performance tracking, ensuring leadership support in driving user adoption.
- Customization Delays: Some initial customization took longer than anticipated due to complex data structures; we resolved this by working closely with the client’s IT team to streamline the process.
  Implementation Challenges:
- Adoption Resistance: Certain users were resistant to change, so we implemented feedback mechanisms and tailored training to gradually ease the transition.

Client Experience

Project Workgroups: Created specialized groups for ongoing projects, allowing team members to share updates, exchange documents, and keep all project files organized.
CRM: Enabled streamlined client interactions and consolidated data, improving customer engagement.
Integrations : Meta, Google Ads,
Tasks & Projects: Simplified project management across teams, especially for interdepartmental projects.
Telephony: Integrated calling features have allowed seamless client calls and tracking directly within the CRM, saving time and improving accountability.
Client Support Tasks: The CRM’s case management allowed the support team to respond faster to client queries and monitor ticket status.
Challenges with Bitrix24: Initially, some users faced difficulty navigating Bitrix24’s extensive features. We addressed this by simplifying their interfaces and implementing gradual onboarding for complex tools.

Implementation Benefits

Quantifiable Improvements:
- Decision-Making Speed: Increased by approximately 30% in key departments due to faster access to up-to-date information.
- Task Performance Tracking: Saved around 20% time previously spent on manually tracking task progress.
- Document Sharing: Document collaboration time reduced by 25% through centralized storage within Bitrix24.
Intangible Benefits:
- Improved teamwork and collaboration have led to stronger inter-departmental bonds.
- Overall employee satisfaction increased due to smoother workflows and reduced manual tasks.

Client Feedback

The client expressed high satisfaction with the outcome, noting improved communication, productivity, and a more cohesive team environment. They emphasized the value of Corporate Intellect Solutions’ proactive support and the clear, step-by-step approach to ensure smooth Bitrix24 integration.