Challenge
What was slowing the business down?
Leadership ran daily deal meetings from memory and chat threads. Agent activity was spread across the CRM, spreadsheets and messages, so there was no reliable view of who had done what.
Built for 21 Property Group
Sales KPI Dashboard and Daily Deal Sync-Up Portal
A live KPI dashboard and structured daily check-ins that show leadership exactly where every acquisition and sales agent stands.
Solution
What we built or automated
- A KPI dashboard that tracks acquisition and sales activity for every agent, kept in step with the team roster automatically
- Scheduled check-in cards in the team's chat that collect each agent's daily updates
- Live completion views for managers during each daily sync-up
- Role-based access so agents, managers and admins each see the right view, inside the CRM they already use
- Recruiting and onboarding dashboards built on the same sign-in and roster
Outcomes
Business impact
- Daily sync-ups run on a fixed schedule with a clear record of who responded
- Leadership sees team and agent performance in one place instead of across several tools
- New dashboards reuse the same roster and permissions, so they launch quickly and stay consistent
Tools
Tech stack
One source of truth for daily sales activity, built around the meetings the team already holds.
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
Prefer email? Write to contact@silvertonguecontracting.com