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Overview
For businesses managing high-value client journeys—like buying property on the French Riviera—time, accuracy, and seamless communication are everything. FRH, short for French Riviera House Hunting, needed to juggle property discovery, client relations, and back-office tasks across dozens of fragmented platforms. But their tools weren’t keeping up.
Every listing search meant scraping multiple sites manually. Tracking client preferences relied on outdated spreadsheets. Internal handoffs were slow, and team members often duplicated efforts. Their digital infrastructure wasn’t scaling with their service quality.
They partnered with us to build a tailored CRM platform, automate their workflows, and give their team and clients a better experience—without reinventing their business model.
Challenge
FRH faced several core inefficiencies that were slowing growth:
- Manual property searches → Agents had to browse and copy-paste data from multiple real estate platforms to find listings.
- Scattered and duplicated data → Property details and client information were stored across disconnected sheets and tools.
- Slow internal communication → Lack of a centralized system caused repeated tasks and unclear handoffs between team members.
- Time-consuming client onboarding → Entering new client information and preferences manually was tedious and error-prone.
- Outdated tracking tools → Property checklists and buyer journeys were tracked in spreadsheets that required constant manual updates.
They needed a central solution to consolidate operations, reduce manual work, and scale without losing their personal touch.
Solution
We designed and implemented a custom CRM and automation layer tailored to the real estate context, giving FRH full control over their sales pipeline, property sourcing, and client interactions.
Here’s what we delivered:
✅ Built a custom CRM → We centralized all property, client, and task data into a single platform for full visibility and zero duplication.
✅ Automated property sourcing → We used web scraping automations with Airtable’s Web Clipper to collect property data in one click from public listing sites.
✅ Streamlined client updates → When new matching properties are added, the system automatically notifies the right clients via email.
✅ Implemented smart checklists → Task progress across buyer journeys is now tracked with dynamic status boards rather than static spreadsheets.
✅ Used our WAVE Matrix → We applied our proprietary methodology to identify bottlenecks, prioritize features, and ensure every solution delivered measurable value.
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Stack
We selected tools that offered speed, adaptability, and ease of integration with real estate workflows:
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Results
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Key Takeaways
- Digital tools don’t need to be complex—they just need to work with your workflow.
- Custom CRMs built on no-code tools can outperform generic software—fast.
- Automating the right 20% of tasks can unlock 80% of a team’s potential.
For FRH, automation didn’t mean replacing people—it meant empowering their team to focus on what they do best: delivering white-glove real estate service on the Côte d’Azur.
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