Clarive Real Estate

How we replaced a fragmented spreadsheet-and-inbox operation with a connected system, helping a mid-size property agency close 22% more deals in three months.

+22%

Deals closed in 3 months

-86%

Lead response time

1day

Agent onboarding (was 2 weeks)

The situation

Clarive was managing 200+ active property listings across three agents, all tracked in separate spreadsheets and a shared inbox. Client follow-ups depended on each agent's personal initiative, no shared system, no visibility on pipeline status, no way to measure conversion.

When a senior agent left, Clarive lost three months of relationship context that had never been recorded anywhere. That was the moment they knew things had to change.

AI & AUTOMATION

Clarive Real Estate

INDUSTRY

Real Estate

Spain · Europe

SERVICES

Digital Tranformation CRM integration Process Redesign Training and Handover

YEAR

2025

What we found

Three core problems emerged during discovery :

No centralised CRM, client data lived in email threads and spreadsheets
Communication with clients was reactive, not structured
Agents duplicated effort because there was no shared view of active deals

What we built

We implemented and configured a lightweight CRM tailored to real estate workflows, migrated all existing data, and designed a structured follow-up system that gives each agent a clear daily action list. Automated reminders, visit scheduling templates, and a client portal reduced back and forth by email significantly.

We also built a simple reporting dashboard so management could see pipeline health, conversion rates, and agent activity in real time, without asking anyone for an update.

The result

Three months after launch, Clarive closed 22% more deals compared to the same period the previous year. Response time to new leads dropped from an average of 14 hours to under 2 hours. Onboarding a new agent now takes one day instead of two weeks.

"For the first time, I could see every deal, every agent, every follow-up, from one screen. It changed how we work."

Team, Clarive Real Estate

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