How Royal LePage streamlined operations and enhanced client engagement with Salesmate
How Royal LePage leveraged Salesmate CRM to automate workflows, improve client communication, and create a seamless operational system.
How Royal LePage streamlined operations and enhanced client engagement with Salesmate
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About Royal LePage
Royal LePage is a highly efficient real estate brokerage based in Belleville, Ontario. Their mission is to provide top-tier customer service to both home buyers and sellers, ensuring a smooth, transparent, and well-structured process. However, as the business expanded, keeping track of client interactions, managing multiple transactions, and ensuring that no steps were missed became a growing challenge. The team needed a CRM that could automate key processes, improve efficiency, and centralize operations.
Key features used
Workflow automation, sales pipelines, call & text integration, appointment scheduling, mobile app
Industry
Real estate
Location
Belleville, Ontario, Canada
Results
Improved client follow-ups, streamlined operations, enhanced customer satisfaction
We were using Top Producer before, but it lacked the flexibility we needed to deliver next-level customer service. That’s when we discovered Salesmate.
The challenge: Managing client interactions and ensuring process consistency
Before adopting Salesmate CRM, Royal LePage faced multiple operational challenges:
- Inefficient lead funnel management: Sorting and prioritizing leads based on urgency (immediate, three-month, or six-month prospects) was time-consuming and inconsistent.
- Communication gaps: With multiple clients at different stages, follow-ups often got missed, leading to lost opportunities.
- Inconsistent process implementation: As transaction volumes increased, key steps in their standard operating procedures (SOPs) were sometimes skipped, impacting the client experience.
- Lack of workflow automation: Manual tracking meant team members had to rely on memory or additional communication to complete necessary tasks.
"Realtors focus on the deals they have in hand, but staying in touch with future prospects is equally important. We needed a system to manage that effectively." - Tamer
The solution: Automating workflows and enhancing client experience with Salesmate
After testing multiple CRMs, including Follow-Up Boss, Royal LePage ultimately chose Salesmate for its flexibility, automation capabilities, and ease of use.
1. Automated workflow for seamless transaction management:
Salesmate’s workflow automation ensured that every transaction followed a structured process:
- When a deal moved from ‘Conditional’ to ‘Firm,’ automated tasks were triggered, notifying team members and ensuring key steps were executed.
- A task was automatically assigned to Jennifer to arrange a gift basket for the client.
- Another automated reminder was set for Tamer to pick up and deliver the basket.
2. Streamlined client communication
Salesmate integrated calls and text messaging, allowing the team to send and receive messages directly from the CRM.
- Automated personalized follow-up texts improved engagement and made interactions feel more human.
- Weekly email sequences ensured clients were consistently updated on their transactions.
“With Salesmate, I can be in a meeting while text messages and confirmations are being sent automatically. Clients love the personalized touch.” - Tamer
3. Built-in appointment scheduling
- Royal LePage previously used Calendly for booking meetings, but switching to Salesmate’s built-in scheduler saved time and ensured all appointments were logged within client profiles.
- This helped track meeting history and outcomes without switching between multiple tools.
“The calendar tool works just like Calendly but keeps everything in one place—meetings, history, and follow-ups.” - Tamer
4. Mobile access for on-the-go management
- With Salesmate’s mobile app, the team could manage deals, check activities, and communicate with clients from anywhere.
- This ensured consistency in service, even while traveling or outside the office.
“I can check my tasks, call clients, and send messages—all from my phone.” - Tamer
Key benefits: How Salesmate transformed Royal LePage’s business
- Increased process efficiency: Automated workflows ensured that every transaction followed a structured process, reducing the chances of missed steps.
- Better client engagement: Automated follow-ups, reminders, and real-time updates improved communication, making clients feel valued and informed.
- Centralized operations: By integrating scheduling, texting, calling, and CRM data into one platform, Salesmate eliminated the need for third-party tools.
- Improved customer satisfaction: With automated surveys sent after deal completion, client feedback became a crucial part of continuous improvement.
Ready to streamline your real estate business?
Discover how Salesmate can help automate workflows, enhance communication, and improve client satisfaction—just like it did for Royal LePage.
“We’re getting more feedback now because the system ensures surveys are sent. Previously, this was missed due to manual follow-ups.” - Tamer
Results: A more efficient and client-focused real estate business
Since implementing Salesmate, Royal LePage has achieved:
- More streamlined transactions with automated task assignments.
- Consistent client communication through automated texts and email updates.
- Higher customer satisfaction with improved follow-ups and feedback collection.
- A fully integrated business platform replacing multiple third-party tools like Calendly.
“The entire business is now within Salesmate. Every call, text, and email is logged, making tracking seamless.” - Tamer
Looking ahead: Scaling with Salesmate
Royal LePage plans to continue leveraging Salesmate’s automation and workflow capabilities as they grow their business. They also look forward to fine-tuning automation features to enhance personalization and efficiency further.
“We’re incredibly satisfied—Salesmate is a 9/10 for us. There’s always room for improvement, but the platform already makes a massive difference.” - Tamer