How a Property Developer 3x Qualified Enquiries with CRM and Automation
A growing property development firm in New Zealand was losing leads due to fragmented processes. Pikplix implemented a full marketing operations framework that transformed their pipeline visibility and sales efficiency.
No commitment required. Free consultation.
Client Snapshot
Services Delivered
- CRM Implementation
- Lead Management System
- Marketing Automation
- Performance Dashboards
- Sales Process Standardisation
- Business Reporting
Technology Stack
The Situation
The client was generating enquiries from multiple channels, including Meta Ads, Google Ads, walk-ins, and referrals, and was already using Salesforce. However, the CRM had not been implemented properly, resulting in inconsistent lead capture, poor assignment workflows, and inadequate follow-up processes. Sales teams continued to rely on personal spreadsheets, while management had little real-time visibility into pipeline health, sales performance, or marketing ROI. Pikplix restructured and optimized the Salesforce implementation, designed standardized lead management workflows, and established a complete marketing operations framework that enabled leadership to make faster, data-driven decisions.
Problems Before the Transformation
CRM was Not Configured
Enquiries from Meta, Google, referrals and walk-ins had no unified tracking system.
Manual Follow-ups
Sales team relied on spreadsheets and personal reminders. Leads were slipping through the cracks.
No Executive Visibility
Management had no view of pipeline health, team activity or marketing performance.
Marketing ROI Unknown
Spending on ads with no visibility of which campaigns actually drove enquiries or sales.
Inconsistent Sales Process
Every salesperson had their own way of managing leads with no standardised workflow.
Spreadsheet Dependency
Hours wasted every week compiling data that was already outdated by the time it was ready.
Before vs After
From manual chaos to a structured, scalable growth system
- Leads tracked in non-functional CRM
- Inconsistent follow-ups
- No centralized CRM
- No campaign performance visibility
- Delayed, manual reporting
- Disconnected sales team
- All leads in one CRM platform
- Automated lead distribution/nurturing and follow-ups
- Standardised sales pipeline
- Real-time campaign dashboards
- Automated KPI reporting
- Full management visibility
How We Built the Growth System
Business Audit
Reviewed all existing sales, marketing and reporting processes end-to-end.
Process Mapping
Defined a structured customer journey from first enquiry to conversion.
CRM Design
Built custom pipelines, lead stages, ownership rules and auto-assignment workflows.
Automation
Reduced manual work through intelligent follow-up automation and lead routing.
Dashboards
Delivered real-time Looker Studio dashboards for management and marketing teams.
Results After 6 Months
Pikplix transformed our fragmented sales and marketing operations into a structured, measurable growth system. We now have complete visibility into our pipeline, marketing performance and team accountability.
More Than Technology. A Business System.
Process Before Technology
We mapped business processes first, then chose the right tools rather than the other way around.
Real-Time Visibility
Leadership stopped waiting for weekly reports and started making daily data-driven decisions.
Full Accountability
Every lead, follow-up and conversion became trackable and measurable across the whole team.
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