How Pillar Point Transformed Lead Management & Realtor Efficiency with a Centralized AI CRM

The Challenge

Pillar Point was using a fragmented stack of CRMs, team management tools, spreadsheets, and Notion workspaces to run their growing real estate operation. While each tool served a narrow purpose, the disjointedness created more work than it saved. Team members were constantly hopping between platforms, manually syncing data and missing important lead updates or follow-up timelines. The lack of visibility into realtor performance, lead lifecycle, and task ownership made scaling difficult. Additionally, email and WhatsApp marketing efforts were disorganized and couldn’t be measured effectively.

My audit revealed that key revenue-generating processes like lead nurturing, property matching, and agent accountability were not only inefficient but largely untracked. They had no system to prioritize high-intent leads, automate responses or assign properties intelligently based on client needs. Their finance tracking was isolated from operations, meaning decision-makers had no real sense of profitability per client or campaign. These hidden inefficiencies were dragging down the entire team’s potential and growth velocity.

Audit Findings

Our Solution

I built them a fully centralized, AI-augmented dashboard that unified realtor and lead management, automated client nurturing across WhatsApp and email, scored leads using AI, matched them to relevant listings, and tracked performance at every level, all from a single interface. With scheduling automation, integrated communication, and a real-time finance dashboard, the team now operates with clarity, speed, and confidence transforming scattered workflows into a scalable, streamlined system.

The Results