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Salesforce CRM for Real Estate Lead & Commission Management
Project Overview
Challenge
A rapidly growing real estate firm struggled with high volumes of leads from multiple digital platforms, manual broker allocation and lead follow-up, lack of visibility into lead-to-sale pipeline, and commission tracking that relied on spreadsheets. They needed a customized Salesforce Lightning CRM to streamline operations, scale broker productivity, and bring structure to sales performance.
Our Solution
We delivered an end-to-end CRM solution built on Salesforce Lightning — designed for scalability and real-time insights.
Lead Capture & CTI Integration
Configured Web-to-Lead forms and RingCentral CTI integration. Enabled call logging, auto-lead creation, and call-to-action workflows. Designed automated lead assignment logic based on broker geography, availability, and performance.
Broker Performance Tracking
Created custom objects and Apex classes to manage broker allocation, follow-up cadence, and status updates. Built dashboards for team managers to track activity, conversions, and agent performance in real-time.
Commission Automation
Designed custom logic for commission splits, milestone-based payouts, and overrides. Configured approval processes for high-value transactions and exceptions. Integrated with ERP for financial sync.
Security & Documentation
Defined role hierarchy, permission sets, and data-sharing rules. Delivered training materials and interactive walkthroughs for 50+ internal users.
Results
Faster Lead Conversion Through Automation
Achieved significant improvement in lead conversion rates through automated lead assignment and follow-up workflows.
Increased Broker Satisfaction
Enhanced broker satisfaction with improved performance visibility and structured lead management processes.
80% Reduction in Manual Commission Work
Dramatically reduced manual commission tracking and calculation through automated workflows and custom logic.
Audit-Ready Workflows
Implemented structured tracking and approval processes that ensure compliance and audit readiness for all transactions.
What Our Client Says
From spreadsheets and WhatsApp to a real-time CRM. Kooe gave our sales operations the structure and clarity we needed to scale.