Real estate technology · Portugal
A Portuguese real estate technology firm asked us to turn an existing CRM into a full sales operating system. We designed the architecture, set up the multi-funnel segmentation strategy, and now run the commercial review cadence as a partner.
The brief
The team was running a real estate CRM that had grown organically over years — capable, broad, and ready for its next form. The brief was to graduate it into a full sales operating system, where the platform drove the day rather than the team chasing it.
Scope, sequence, and discipline: define what good looked like across the funnel, build the missing pieces, and stay close enough to refine it once it was in the hands of agents.
Our work
We worked with their team on the architecture, the multi-funnel segmentation that anchors the system, and the cadence rules that route every lead to the right pipeline and the right agent.
We're still close to it — running the commercial review cadence with them as a partner, week on week, on the operational tweaks that move the numbers.
The outcome
Workflows automated
To production
Data sources integrated
[CLIENT QUOTE TBD] — A short, specific sentence from the client about what changed after the engagement landed.
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