The Challenge
Privanza Hábitat sells land in Zona Real, in Zapopan, and receives a high, steady flow of prospects from paid media campaigns. The challenge was to never lose a lead: respond quickly, qualify every contact, and follow up in an organized way through to closing, without relying on spreadsheets or each advisor's memory.
The generic CRMs on the market forced them to squeeze their sales process into predefined workflows that did not reflect how land is actually sold: from the first contact to the appointment, and from the appointment to the reservation.
Our Strategy
We built a fully custom CRM with a visual pipeline organized around the real stages of their sales process: New, Opportunity, Appointment Confirmed, Appointment Completed, and Reserved. Each prospect moves across the board with their source, their assigned advisor, and their follow-up timelines in full view.
We integrated Meta lead capture directly into the CRM and added a WhatsApp bot that handles and qualifies every contact automatically (for example, whether they are looking to invest or to buy a home to live in), so that no lead is left without a first response. It is all rounded out with follow-up automations and dashboards to measure operations in real time.
The Results
Privanza went from manual, scattered follow-up to a centralized sales operation: every prospect in one place, with an automatic first response via bot and organized follow-up by pipeline stage.
The quantitative metrics for this case (lead volume, response rate, and appointment conversion) will be published soon.
"Getting to know such empathetic, committed young people who know how to read what the client needs has been a kind of personal growth. In one year they built a wonderful CRM for Privanza Hábitat. What is RSUNION to me? A team of committed young people who give you the best version of themselves."
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