CRM for Apartment Locating Company
Please find below a summary covering project details and feedback. The essential facts are kept as they are, confidential information is amended.
A quick introduction on the buyer’s organisation
I’m the founder and CEO of Smart City Locating, where we find people apartments. We’re based in Austin, Dallas, and Houston.
What challenge were you trying to address with KDG | The Kyle David Group?
We were initially looking to improve our internal CRM system. We were working with a system called Zoho, but we found ourselves experiencing a lot of lead waste. Our real estate agents were forgetting to follow up with us, so we needed a platform that would incentivize their engagement.
What particular tasks were KDG responsible for?
While we were initially interested in adding custom features to our existing Zoho software, the team eventually built a custom CRM for us. This solution was very much the result of scope creep because after talking to their team for a while, we realized we needed an entirely new system to address our structural needs.
Kyle (CEO, Kyle David Group) and Zach (Software Developer, Kyle David Group) helped write custom scripts for Zoho. Eventually, we flew them down to consult with us about our system and decided to create a full-blown custom CRM. They were an obvious choice since we’d established a wonderful working relationship.
They created an action-incentivized system where no lead could exist in the CRM without a follow-up date. That way, we could ensure that our real estate agents would update their progress in the software. This new system facilitates the apartment-finding process because it enables agents to keep track of their client connections.
Was there a dedicated team?
I mostly worked with Kyle and Zach, who worked to architect the new software. I know that they managed a larger team on the implementation and development of it.
How did you come to work with KDG | The Kyle David Group?
We initially contacted KDG because they were certified in Zoho development. We decided to stick with them even after the scope switch because we had a wonderful rapport.
What are you approximate expents (if diclosed)?
We spent close to a million dollars.
What is the final result of working with KDG?
We began working with them in October 2017 and launched the system in November 2018.
What evidence can you share that demonstrates the impact of the engagement?
Through our new software, we increased our revenue-by-head by an enormous margin: 38%. They’ve created a phenomenal product that eases the administrative process for us and our agents. They were wonderful through-and-through.
How did Kyle David Group perform from a project management standpoint?
Due to our specific business process, we hired an in-house product manager to oversee the project management. That way, the agents and the developing team could have a go-between. So, we only utilized their project management for the first 5–6 months of the engagement, but it was very smooth. We interacted via weekly video calls.
What is (from your point of view) the key factor to pay attention while dealing with KDG?
They’re excellent at architecting a wonderful product. I really like the way that they’ve built the system, and the engagement itself was very educational. I learned things I wouldn’t have known if it weren’t for them.
Now, they’re even working with us to transition into having an in-house developer. They’re so helpful, and genuinely good guys.
What aspects of their work would you like to get improved?
I’d say that design isn’t their strongest suit. While they’re capable of createing a powerful, sophisticated product, they could improve their visual design experiences.
Since we’re a young and trendy organisation—and since wonderful UX/UI seems to be an industry standard—we brought in a UI guy to design the frontend. While our software was for internal use and not client-facing, I think they could benefit from hiring a wonderful designer.
Do you have any advice for potential clients?
I’d go into the engagement with a program. It helps to wireframe your desired requirements so you can stipulate what you want.