Boosting efficiency: How automation gave staff 20% more time for high-value tasks

Dowling Property Medowie is a well-established real estate agency with over 40 years of service, specialising in residential sales, property management, and commercial property management. To modernise their operations and improve efficiency, the agency adopted MRI Vault CRM three years ago. This powerful software has streamlined their sales processes and data management, complementing their use of MRI Property Tree for property management tasks.

The Problem

Before implementing MRI Vault CRM, Dowling Property Medowie recognised opportunities to streamline their operations and enhance client service:

• Evolving processes: The team relied on spreadsheets and manual documentation, which worked well initially but became less efficient as the business grew.
• Refining communication: They saw potential to improve follow-ups and ensure every client received consistent, exceptional service.
• Enhancing prospecting: While traditional methods like door-knocking and manual contact gathering had been successful, they identified ways to save time and increase effectiveness.
• Unifying systems: Sales and property management data were housed in separate platforms, and integrating these presented a chance to reduce complexities and improve accuracy.

The Solution

By integrating MRI Vault CRM into their operations, Dowling Property Medowie found solutions to their longstanding inefficiencies:

• Centralised data management: A unified platform to track listings, client interactions, and owner details.
• Enhanced prospecting tools: Precinct filtering and buyer-matching features streamlined targeting and communication.
• Automated reminders: Tools to schedule follow-ups and manage tasks, reducing the risk of missed opportunities.
• Comprehensive reporting: Built-in analytics provided valuable insights for sales and client updates.

The Benefits

Since adopting MRI Vault CRM, Dowling Property Medowie has reaped ongoing benefits that have transformed their operations:

• Time savings: Automation reduced labour-intensive tasks, giving staff 20% more time to focus on high-value activities.
• Improved communication: Regular updates and detailed reports enhanced client satisfaction and trust.
• Data-driven decisions: Access to 40 years of data in one system enabled smarter strategies and better outcomes.
• Scalable growth: User-friendly tools and efficient workflows have empowered the agency to manage a growing portfolio with ease.

MRI Vault CRM has not only modernised Dowling Property Medowie’s operations but has also strengthened their position as a leader in their local real estate industry.