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Background
Real estate development and construction management

From Spreadsheets to Systems: Real Estate Acquisition & Construction Firm Transformed

August 27, 2025
Results
67%Boost in Acquisitions
0Added Onshore Employees
32 hrsMonthly Time Saved

Starting Point

Leads from foreclosure acquisition campaigns surged, but the firm could not keep pace. Operations ran entirely on spreadsheets with no CRM, no call tracking, and no routing. Sales and call center teams were double dialing, handoffs were inconsistent, and management had no reliable reporting. The result was slow response times, lost opportunities, and limited visibility across the acquisition cycle.

Plan & Implementation

OpSCALE built one integrated operating system to manage leads from intake to close. We implemented a centralized CRM with structured pipelines, integrated VoIP for real-time call routing, and standardized handoffs with clear task ownership. Automations managed follow-ups, no-contact sequences, and stuck-deal alerts. Dashboards gave management visibility into pipeline performance and rep activity. An offshore support team absorbed call overflow without adding onshore headcount, while the internal team was equipped with SOPs, playbooks, and training to own day-to-day execution.

Outcomes

The firm increased acquisitions by 67% with zero added onshore headcount. Lead leakage was eliminated, ensuring every prospect was contacted and followed up with, boosting both conversions and brand reputation. Reporting time dropped by 32 hours per month, turning what was once a full-day task into minutes and giving management complete visibility.

"We finally see every lead from first call to close. The team knows what to do, managers know what's stuck, and reporting takes minutes."

— CEO/Developer, Real Estate Acquisition & Construction Firm, NY/OH
OpSCALE Consulting - Software Development & Web Design Company