How Big Dog Solar grew revenue by 40%

American solar panel installation company Big Dog Solar offers its customers a comprehensive service, taking them through the process of sales, property validation, installation and aftercare.

Industry: Technology
Location: USA
Key feature: Deals management
Big Dog Solar Logo

Upgrading to Pipedrive's Professional tier gave the company the sales data visibility they needed to hone their sales process and drive considerable revenue growth.

40%

Big Dog Solar has increased revenue by 40% with Pipedrive

3x

One rep has tripled his revenue after utilizing Pipedrive

24

All 24 team members using Pipedrive have benefitted from the tool

Big Dog Solar wanted to extract data about their sales practices to understand what techniques were working best for them and which sources were generating the best leads. The solution also needed to be easy to use for both sales and marketing and provide visibility into the success of both teams' processes.

Given the number of different touchpoints covered by Big Dog Solar, the company had to work through a complex sales and marketing process. In order to improve operations and grow their revenue, the team was looking for a tool that would help them convert new leads and support good communication with their existing customers.

"A small percentage of solar companies do everything from A to Z in terms of designing the systems, getting them permitted and ready to install, doing that install, and then sorting out maintenance and the warranty service down the line. We are one of those companies."

Pipedrive features used

Insights

To understand what sales techniques were working

Lead management software

So that they kept leads engaged

Integrations

To tailor the CRM experience to their needs

Why Pipedrive is the best CRM for real estate

Discover how a CRM solution can boost your real estate sales – and why Pipedrive is the answer

Property Pipelines

Property, buyer or investor pipelines

Use one CRM tool to track each of your portfolios in its own visual pipeline

  • See how close each opportunity is to closing
  • Prioritize which opportunities to work on first
  • Import data fast or see sample properties instantly
Track Conversations

Track conversation histories

Review your calls, emails and WhatsApp messages to nail follow-ups later

  • Remember your conversations
  • Organize messages by client and property
  • Check the last time you contacted a client
Mobile Work

Work from your phone on-site

Record discussions before you forget and access property details with our mobile app

  • Take audio notes between showings
  • Get reminders to follow up on time
  • Update property or client information anywhere

What is a CRM in real estate?

Real estate CRM software enables businesses to manage and build stronger relationships with contacts, including leads, prospects and existing customers. The best CRM for real estate agents keeps all your contact data in one organized sales pipeline management system, automates mundane tasks and helps you become a top producer.

Buyer and seller data input

Manually recording buyer or seller details cuts into time spent closing or nurturing potential buyers. With real estate CRM software, you can input your contacts' details, communication and activity automatically.

Full funnel visibility

Keeping on top of every activity with potential buyers or sellers is challenging. A CRM for realtors makes it easy by showing you where every contact in your pipeline is, indicating what the next step should be and automatically moving them to the next stage of the funnel.

Property details

A real estate CRM can manage more than just your contacts. By collecting and organizing property details in your CRM, you'll have all the information readily available whenever you (or a potential buyer) might need it.

Customer insights

Have a client meeting scheduled? A real estate CRM can bring up your relevant notes at the tap of a button, so you're always ready to deliver a truly personalized service.

Follow-ups and reminders

Keep deals moving with automatic messages, reminders and other email marketing capabilities. A CRM for realtors helps you nurture new leads and ensure no contact gets forgotten with automated follow-up emails and drip campaigns.

In-depth analysis

Where is a deal likely to fall through? How long is your sales cycle? What tasks and activities get the best results? With in-depth insights, the best CRM for real estate will help you see exactly what's working (and what isn't) so you can make smarter decisions.

CRM Interface on Laptop

How CRM works in real estate

The right CRM for real estate professionals can help with day-to-day task management and lead management. This helps you:

  • Keep client and property details, including photographs, organized and easily accessible
  • Automatically update contact information with the latest details
  • Stay connected with clients throughout the process with email reminders and notifications
  • Support and manage remote real estate reps with cloud software and mobile apps
  • Prioritize leads and establish a lead qualification system
  • Use email tracking to see if a lead is interested based on clicks and opens
  • Onboard new clients and explain their next steps

How Pipedrive helped a real estate company increase its revenue by 20%

Spain-based real estate agency J'achète en Espagne was straining to manage incoming leads due to the high demand for their services.

Pipedrive's integrations and customizable CRM features let J'achète en Espagne follow up with buyers and sellers much quicker. In addition, automated emails added value for their clients and improved their reputation.

As a result, they increased their revenue by 20% in the second half of 2019.

Read the case study

"We manage to follow up on more leads and customers than before, but without having had to raise the number of employees."

Thomas Rouer
Founder, J'achète en Espagne
J'achète en Espagne LogoPipedrive Logo

Real estate CRM FAQs

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