Deploy an integrated GTM automation system that unifies lead capture, deduplication, channel handoffs (real estate, mortgage, home management), and automated attribution across Pacaso’s complex sales stack. This workflow syncs all inbound and outbound activity, eliminates lead leakage during multi-step co-ownership sales, and delivers real-time attribution dashboards for each touchpoint.

Continuously enriches contact and account data with real-time updates (e.g., financing status, property interest, ownership milestones) and flags pipeline risks for extended, high-value deals. Ensures that the Pacaso team always operates from clean, actionable CRM data, with automated hygiene checks and sales stage progression alerts.

Improves forecast accuracy by 15%+ and reduces pipeline bloat, enabling the CRO and team to focus on deals with true buying intent. Estimated to save 8–12 hours per month in manual data cleanup and boost win rate by 5%.

Before every high-value sales call, automatically generate a contextual brief with the latest owner signals, financing updates, and relevant engagement history. If a buyer or co-owner misses a meeting, trigger personalized rescheduling sequences across email, SMS, and LinkedIn to recover lost opportunities—vital in long, multi-touch luxury cycles.

Reduces meeting no-show impact by 40%, recapturing up to $1M+ in annual pipeline otherwise lost to missed appointments. Saves 2+ hours per AE per week in manual prep and follow-up, while boosting sales team effectiveness.