The Challenge
Caya Verde needed to manage website leads, broker referrals, sales callbacks, and site-visit scheduling without losing context between team members. Their existing process relied on shared sheets and manual reminders, which made follow-ups inconsistent.
Our Approach
We delivered a custom sales operations platform with lead scoring, auto-assignment rules, visit scheduling, proposal tracking, and reminder workflows across email and WhatsApp. Source-wise analytics and agent performance views helped the team understand which campaigns and channels were converting best.
The Impact
The sales team moved from reactive follow-ups to a structured pipeline with better visibility on visit completion, proposal status, and lead quality. Managers could now monitor team output and channel performance in real time.
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