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Built for 21 Property Group

CRM Migration and Contract Automation for a Real Estate Investment Firm

Moved a busy acquisitions and sales team to a new CRM without losing contracts, contacts or reporting, and made agreements send and file themselves.

Book a 30-minute call More work for 21 Property Group
Illustration of puzzle pieces for email, calendar, contacts and payments fitting together
Challenge

What was slowing the business down?

The team's contracts, contact ownership, marketing lists and reporting all depended on automations built for their old CRM. Switching risked lost deal history, broken contract generation and weeks of manual cleanup.

Solution

What we built or automated

  • A repeatable sync that compares both CRMs, merges duplicate contacts, carries over notes and tags, and flags anything that drifts
  • A contract service that generates agreements from the deal, sends them for e-signature and saves the signed copy back to the right record
  • Automatic recovery for delayed signing events, so no contract is reported as failed while it is still processing
  • Property packets generated as web pages and PDFs and attached to the deal
  • A documented map of every workflow, schedule and pipeline in the new CRM
Outcomes

Business impact

  • The team moved to the new CRM with contracts, contacts, notes and ownership intact
  • Signed agreements now file themselves on the right deal without anyone downloading or uploading PDFs
  • Managers have a documented map of every automation, so changes no longer depend on memory
Tools

Tech stack

GoHighLevel APIPandaDoc APIGoogle Cloud RunFirestoreTypeScript

A CRM switch that kept the business running: contracts, contacts and reporting carried across, with the old automations rebuilt on a platform the team controls.

Free, no-obligation call

Want results like these?

Walk us through it on a 30-minute call. We’ll suggest what to tackle first, then send a written proposal with a price.

We will cover
  • What your staff spend the most hours on
  • Which of those jobs we could take on or automate
  • Where we’d suggest starting
Book a 30-minute call Send a message

Prefer email? Write to contact@silvertonguecontracting.com

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