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APEX

Website, social, portal and direct enquiries now land in one CRM, with response time down 75% and the qualified pipeline up 62%.

Client
APEX Property Group
  1. APEX case study cover: enquiries from four channels connected into one CRM with a follow-up sequence and booked appointment.

    01Overview

    APEX Property Group’s website, social, portal and direct enquiries now land in one CRM, with follow-up and booking handled automatically.

  2. APEX challenge slide: enquiries arriving by portal, website, Instagram, WhatsApp, email and phone, stacking up unanswered.

    02The challenge

    Demand was strong, but enquiries arrived by portal, website, Instagram, WhatsApp, email and phone and stacked up unanswered. Responses were slow and opportunities were missed across scattered channels.

  3. APEX strategy slide: one workflow from capture through CRM and automated follow-up to a confirmed site visit.

    03The strategy

    One workflow from capture to CRM, automated follow-up and a confirmed site visit, keeping sales tasks, customer information and pipeline updates connected.

  4. APEX automation system: lead routing, auto follow-up, lead scoring, team reminders and booking confirmation around a live CRM.

    04The system

    Lead routing, auto follow-up, lead scoring, team reminders and booking confirmations run around a live CRM, triggered by what each customer does.

  5. APEX business impact: disconnected manual process before, connected CRM after, with response time down 75% and pipeline up 62%.

    05Business impact

    Average response time fell from 4.8 hours to 1.2, which is 75% faster, and the qualified pipeline grew 62%.

  6. APEX outcome slide: new enquiries flowing through the CRM and automated follow-up into scheduled opportunities.

    06The outcome

    New enquiries flow through the CRM and automated follow-up into scheduled opportunities: a connected system from first contact to serious opportunity.

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