Cedarline Realty
Austin, Texas, USA
The Challenge
Leads from property portals, social ads, and referrals were scattered across spreadsheets and inboxes. Follow-ups were missed, and agents had no clear view of the sales pipeline.
How WebGi Solutions Solved It
- Mapped the agency's real sales process with the team before designing anything
- Built a custom CRM with lead capture, pipeline stages, follow-up reminders, and role-based dashboards
- Connected website forms and email so every enquiry lands in one place
“We stopped losing leads the week the CRM went live. WebGi Solutions took the time to learn how our agents actually sell, and it shows in the software.”
— Megan Alvarez, Co-founder, Cedarline Realty

























