How a Solo Realtor Cut CRM Data Entry by 30–40%

The challenge

Realtor Sommer Cronck was spending much of her time on admin: entering data, moving information between systems and scheduling posts. For every client email, she had to look up the contact in her CRM and add notes by hand.

The solution

Two automations took over the routine work. A new contact saved on her phone is sent to her CRM automatically, and incoming Office 365 emails are matched to the right contact and saved to that contact’s record.

The outcome

• Time spent entering data into the CRM cut by at least 30–40%, according to Cronck
• New contacts reach the CRM without manual entry
• Client emails are logged against the right contact automatically

KtizoTech's take

Automation is not only for large companies. A solo operator recovered a large part of her admin time with two simple workflows. For a local service business, that time goes straight back into clients.

This is an independent summary of a published case study. Best Bellingham Homes is not a KtizoTech client, and all figures are as reported by Zapier. Read the original: Best Bellingham Homes customer story (Zapier).