Jeff Shandling
These are 3 AI-automated workflows ideas we can help you implement:
1
Unified CRM Data Enrichment & Hygiene System
Continuously integrates, deduplicates, and enriches property data from MLS, zoning, and market sources into PropCruncher’s CRM, ensuring a single, accurate source of truth for all client-facing teams. Real-time updates reflect job changes, property status, and investment signals, directly supporting the AI-driven analytics platform.
Reduces manual research and cleanup by 75% (saving ~10 hours/week per analyst), boosts user trust, and increases forecast reliability—expected to improve conversion rates by 10–15% due to cleaner, more actionable data.
2
AI-Driven Lead Lifecycle Automation System
Automates lead intake, scoring, and handoff between marketing, sales, and customer success using AI-driven workflows. Triggers include new signups, demo requests, or key engagement on the website, with integration into PropCruncher’s CRM and marketing stack for seamless follow-up and retention.
Eliminates handoff gaps, reducing lead drop-off by 20% and increasing qualified pipeline by 18% (based on typical SaaS conversion benchmarks for high-ticket B2B tools). Also saves ~5 hours/week per team by removing manual assignment and follow-up.
3
Website Visitor & Intent Signal Outreach System
Identifies anonymous website visitors and overlays property search and engagement data to trigger personalized outbound campaigns. Syncs with CRM to surface high-intent brokers, investors, and developers for rapid outreach by the sales team.
Activates 15–20% of previously untracked site traffic, generating 10–12 new qualified opportunities per month and giving sales a 3x faster response window—resulting in higher meeting rates and faster deal cycles.