- The Story
A global commercial real estate firm specializing in retail and office spaces struggled with inconsistent deal pipelines and poor visibility into lead performance across regions. Traditional marketing methods and manual prospecting limited scalability.
Chatriox collaborated with the firm to introduce AI-powered data automation and outreach systems that transformed their acquisition strategy across three continents.
Mapping Out Strategic Efficiency
Our initial analysis revealed heavy dependence on outdated spreadsheets, inconsistent CRM entries, and non-personalized outreach.
To resolve these, Chatriox implemented a phased digital transformation plan:
Data Integration & Cleansing
Unified 1.2M+ client records from various databases and standardized them into a single, intelligent CRM.Automated Outreach Workflows
Set up automated prospecting campaigns through email and LinkedIn, using behavior triggers and market insights.Performance Analytics Dashboard
Delivered a live analytics dashboard enabling leadership to view real-time performance across teams, geographies, and revenue streams.
The Results
After just 9 months of collaboration:
180% increase in new client acquisitions
40% faster deal closure rate
70% improvement in sales follow-up consistency
Additionally, the firm reduced administrative workload by 50%, freeing up time for client engagement and expansion strategies.
A Closer Look at the Digital Shift
A major success factor was transforming how brokers interacted with potential clients. Instead of generic outreach, automation tools identified and prioritized high-value prospects based on interest, company size, and budget potential — resulting in smarter, data-backed conversations.
The Power of Technology in Real Estate
Chatriox’s integration of automation and analytics empowered the client to move from reactive marketing to predictive growth. Today, the firm continues to dominate its niche, using data and AI as its competitive advantage.
“With Chatriox, we turned automation into a growth engine. Every connection now counts.”
— Director, Global Real Estate Firm
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
