One system of record for the sales desk
Pine Valley Estates Ltd
The sales desk did not have one record. Leads, follow-up, inventory, and contractor work sat in different tools. People re-typed the same buyer and the same unit. A question about a home meant a hunt. Time went to the hunt.
What was deployed
Mapped the sales workflow: where a lead arrived, who touched it, and which tool was supposed to be true.
Deployed a real-estate AI CRM as the system of record for that desk. Lead follow-up, the sales record, and inventory questions live in the one system.
Left the product in the company’s hands. It is live at crm.pinevalleyestatesltd.com.
What changed
system of record for the sales desk
CRM at crm.pinevalleyestatesltd.com
The hard return is one system of record, and the time that used to go to re-entry and hunting across tools. We do not publish a dollar saving or a percent lift for Pine Valley. If a figure is not measured on their baseline, it does not go on this page.
Yes. This is the one named customer on arosplatforms.com. The CRM is live at crm.pinevalleyestatesltd.com.
We do not have a client-approved KPI to publish. The return we will stand behind is one system of record, and the time that left the scavenger hunt.
Start with the workflow.
Week 1 is a mapping of one workflow. If you already know the system and want a read on the shape, ask for an architecture review.