A single pipeline for 60 agents
Lumen Realty's 60 agents each tracked leads in their own spreadsheet. Hot leads went cold, no one knew the true pipeline, and management reporting was a monthly guessing game. We implemented Frappe CRM as the single home for every lead, viewing, and deal.
The challenge
Leads arrived from portals, the website, and walk-ins with no central capture. Response times were slow and inconsistent, duplicates were everywhere, and leadership had no reliable forecast. Agents were protective of their data, so adoption was as much a people problem as a technical one.
Our approach
- 01
Designed a lead-to-deal pipeline that matched how agents actually work a property.
- 02
Built automated lead capture from portals and the website via webhooks.
- 03
Added round-robin routing with SLA timers and automatic follow-up reminders.
- 04
Integrated email and WhatsApp so every touch is logged against the lead.
- 05
Ran hands-on training and a two-week adoption sprint with live dashboards.
The solution
Every lead now lands in Frappe CRM within seconds, is auto-assigned by area and workload, and follows an SLA-timed cadence. Agents work a single kanban pipeline; managers get live conversion and forecast dashboards. WhatsApp and email threads are captured automatically against each contact.
The Frappe system we delivered, live operations in one place.
“Leads used to fall through the cracks daily. Now nothing gets lost, and I can actually forecast the month with confidence.”
Ready to run your operations on Frappe?
Tell us what's slowing your team down. We'll map it to Frappe and show you exactly what a rollout would look like, no obligation.
Vilnius · Remote worldwide