Westfield Properties — 2× More Deals Per Agent

The Challenge

What was going wrong

Westfield's agents were spending 60% of their time on admin — entering lead data, scheduling viewings, sending follow-ups.

Leads were assigned manually, causing delays of 4-6 hours before first contact — often too late.

Follow-ups were inconsistent. Some leads received immediate attention, others were forgotten.

The managing director had no visibility into pipeline health, conversion rates, or agent performance.

The Solution

How we fixed it

We automated their entire CRM — lead capture, routing, assignment, follow-ups, and pipeline updates.

Leads are now captured from multiple channels (website, phone, email) and automatically assigned to the right agent based on territory and expertise.

Automated follow-up sequences ensure every lead gets timely attention — no more falling through the cracks.

Real-time dashboards give management full visibility into pipeline, conversions, and team performance.

How It Was Built

Implementation Timeline

Week 1Assessment of their CRM, sales process, and pain points.

Week 2-3Built automated lead routing rules and follow-up sequences in their CRM.

Week 4Integrated with their website, phone system, and email for seamless data flow.

Week 5Tested the complete pipeline with live leads. Refined rules and sequences.

Week 6Full deployment. Dashboard live. Team trained on new workflows.

Results

The Numbers

2×

More Deals

Average deals per agent doubled within 60 days

90%

Less Manual Work

Admin workload reduced from 60% to 6%

3 weeks

Time to Live

Full system deployed in 6 weeks

“We cut manual admin time by 90%. The CRM automation handles lead routing, follow-ups, and reporting without anyone touching it. Best investment we've made.”

Marcus Williams

COO, Westfield Properties

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