Saxon Borg runs KLOUD MEDIA, a digital marketing agency specializing in lead generation and Meta Ads for home repair and renovation services across Australia.

His clients are primarily high-end renovation specialists—deck builders, bathroom and kitchen remodelers, roofing contractors—who are often out in the field. They need a fast way to view and contact the leads generated by Saxon’s team, before they go to someone else for the fix.

So we sat down with Saxon to find out their story—what that process was like and the challenges they overcame to scale from 5 to 50 clients.

KLOUD MEDIA Fast Facts

• Industry: Digital Marketing Agency
• Market: Australia
• Team Size: 5

The Challenge

Before discovering Privyr, Saxon’s agency was drowning in manual processes. Growing the business felt like a pipe dream because the team already had their hands full with 5 clients.

Every time they captured new leads for their clients through Facebook, they’d have to manually export the leads and send them individually to each client through a spreadsheet.

“We didn’t like using Facebook Lead Centre because we couldn’t get instant notifications when new leads came in, and our clients couldn’t see everything in one place,” explains Saxon.

The biggest problem wasn’t just the time consumption—it was the impact on their clients’ businesses. Home service providers operate in a highly competitive market where speed is everything. You wouldn’t want to wait days for your plumber to call your back.

But Saxon’s clients were constantly on the move, visiting job sites, and handling other emergency calls. On top of that, some aren’t tech-savvy. Even if you could instantly deliver new leads to their phones, getting them to act quickly was another challenge.

“Our clients were losing potential customers because they weren’t fast enough to respond,” Saxon recalls. “All these essential features just weren’t there before we found Privyr.”

Their First Aha!

Saxon discovered Privyr while searching for a solution that could solve two problems at once: streamline his agency’s lead distribution process while being simple and intuitive enough that even his most tech-resistant clients would embrace it.

What immediately caught his attention was Privyr’s mobile-first interface, which was perfect for his clients who are often out and about, moving between job sites. 

“Privyr’s app interface on their phone makes it really easy for them to look at their leads, see what they need to do, and navigate around the interface,” says Saxon. This was a stark contrast to other CRM solutions they tried, which only left his clients frustrated because they were “too complex” to use on mobile.

“Clients were refusing to use other software, but Privyr is just so simple to use that our clients just can’t not use it.”

The Solution

By implementing Privyr, KLOUD MEDIA transformed their entire client onboarding experience and lead management process.

“It’s pretty easy to get them to set up their Privyr accounts,” explains Saxon. His team now onboards new clients by sending them a setup link, along with some training videos. “Then, whenever we capture new leads for them, the [contact details] would come through to their phones instantly, and they can get to the leads instantly.”

He even jokes that, “Sometimes this is an even bigger selling point than our own lead generation services.”

Delivering More Value

Beyond distributing leads, Saxon also uses Privyr’s Quick Responses and templates to provide his clients with comprehensive workflows for contacting (and converting) leads.

“We give them the full breakdown and daily workflow of engaging the leads: different scripts for calling, show them how to use quick responses, and let them personalize it themselves.”

This gives his clients the confidence to respond fast and professionally to every lead, without having to think about what to say or how to say it in the moment.

Apart from that, Privyr also automatically logs his clients’ activities whenever they interact with a lead through the app. This gives Saxon valuable insights into how his clients are handling the leads his team generates for them.

“When a lead first comes in, the client will call first. It’s all automatically logged, so we can always jump in to see how fast they called, what they’ve done with the lead, and see if we can help them improve the process.”

This visibility allows KLOUD MEDIA to provide ongoing value beyond just lead generation, helping his clients refine their sales processes and close more deals—which keeps them coming back for more.

The Results

The transformation has been remarkable for both KLOUD MEDIA and their clients. Saxon’s team experienced a 10x increase in capacity. Before they felt stretched with just 5 clients, but now they can handle 40 to 50 clients at a time without feeling overwhelmed.

“We decreased the delay between a new lead coming in and our client actually calling them,” Saxon reports. “In turn, our clients are seeing increased [call] pick-up rates and close rates.”

And of course, when their clients see better results, they stay with the agency longer.

“How simplified and streamlined everything is now makes Privyr a no-brainer,” Saxon concludes. The new process with Privyr has created a win-win situation:

Clients are converting more leads. There’s less manual work. Saxon and his team at KLOUD MEDIA can focus on other activities that grow the business.

Saxon’s story is just one of many customer successes with Privyr

Start writing your own success story today with Privyr. Don’t have a Privyr account? Create one here.

The post How KLOUD MEDIA grew from 5 to 50 clients with Privyr appeared first on Privyr Blog.

With Privyr, Lenus Choo from CarTimes Automobile Singapore improved their lead conversion and simplified the sales process for over 100 team members

Industry

Automotive

Market

Singapore

Team Size

Over 100

---

Features Used

Instantly Receiving & Contacting New Leads

Automatic Lead Assignment

Follow-Up Reminders

Team Dashboard

Lead Management & CRM

Lenus Choo, Head of Marketing at CarTimes Automobile, has spent over a decade in marketing in Singapore.

Founded in 2001, CarTimes Automobile started as a used car dealer in Singapore and has since expanded to provide a suite of auto solutions including retail, financing, insurance, parallel imported new cars, repair, maintenance, and servicing. It was acquired by CARSOME Group in 2022, which gave the business additional digital capabilities.

Today, CarTimes Automobile has facilitated over 350,000 transactions across their business verticals

Challenge

How do you take a traditionally face-to-face business online?

This is the question CarTimes Automobile and many businesses had to grapple with during the COVID-19 pandemic, which sent businesses and buyers around the world into isolation for several months, without a clear end to the restrictions.

“Normally, we would meet the customers and the customers would need to see the car, but none of that could happen,” explains Lenus. “As a company, we needed to go digital fast.”

Lenus rose to the challenge and created an array of digital ads that would reach their target audience from the safety of their homes. With multiple ads running from various lead sources, her hard work paid off. She received hundreds, even thousands of leads, which was promising but also brought its own set of challenges.

“Then I had a problem because back then, the team was me alone,” she says.

Every morning, she woke up, sat down in front of her computer, and exported all of her leads from all of her lead sources – by hand. She’d distribute the leads to sales team members in a spreadsheet as fast as she could. Still, she knew they were struggling to achieve the quick outreach that they knew their prospects required.

“We used to have a response time of around 10 days,” she says. “That’s when I thought ‘Maybe I should Google and see if there’s something for me’.”

Discovering Privyr

In her quest for a solution, Lenus came across Privyr, which offered her the ability to instantly receive leads to her mobile phone and contact them in a few taps – without the time it takes to manually export leads with a spreadsheet.

“I started off with an individual account for myself just to test out its functions,” she says. From the beginning, she loved the way the CRM worked but didn’t know how she would replicate the process for her team. But Privyr for Teams was the game changer for Lenus.

“I realized that with Privyr for Teams, I can actually add people from my team to start receiving the leads instantly,” she says.

Soon, Lenus had half of the sales team testing Privyr, and the feedback was promising. Privyr was easy to use, and they liked that they could use the app to send auto-personalised and customisable sales content like WhatsApp messages.

Solution

Getting CarTimes Automobile’s sales team to use Privyr wasn’t difficult for Lenus, because the team experienced the benefits firsthand.

“I think they see the usefulness for themselves: the time that they save, and the convenience they have to manage everything through their own mobile phone,” says Lenus.

Because CarTimes Automobile has a large sales team and such an intricate lead generation process, Lenus also found the Team Dashboard useful. Team Dashboard is a feature exclusive to Privyr for Teams. With it, they could easily keep track of how quickly team members were reaching out to their leads.

“We would notice if there was any discrepancy. Like, if suddenly the response time went up a lot, we could ask what happened, if this person was on leave or something,” she explains.

Privyr’s Team Dashboard also helps Lenus make sure team members are only taking on the leads that they can handle. Otherwise, team managers like Lenus can easily reassign leads, to keep the team operating efficiently.

“It’s a win for the management side because with the app, we can see report statistics and a lot more data about our team and our performance,” she says.

Lenus’ Story

When the pandemic ended, CarTimes Automobile’s sales process kept their mobile-first, digital lead generation methods. Today, Lenus receives the team’s leads from multiple lead sources including Facebook Ads, TikTok Lead Generation, their website, and more.

“The lead generation wasn’t that much of a problem,” she says. “It’s more about how we engage with them after we get them.”

The time after receiving a lead is crucial, and CarTimes knows they must act quickly to engage the prospect while they are most interested. CarTimes’ marketing team sends the leads to the sales team to handle. Their salespeople also provide feedback to the marketers about how qualified the marketers are so they could further optimise the campaigns.

If the lead seems qualified, the CarTimes Automobile’s sales team engages with the lead via WhatsApp, then a phone call. Next, they invite the customer to the showroom for an in-person meeting.

“For new cars, because of the COE bidding which is unique to Singapore, the sales process can take up to three months from the day they inquire until they collect the car,” says Lenus.

Privyr allows CarTimes Automobile to instantly receive and contact leads, while Automatic Lead Assignment makes sure that the right lead gets assigned to the right salespeople – very important as CarTimes’ team has so many members.

Results

With Privyr, CarTimes Automobile successfully increased their lead conversion from 20 to 30%. Lenus also noticed massive improvements in the business’ sales processes.

“With Privyr, what we saw was immediate and automatic lead distribution. The lead is directly assigned to the salesperson and they pick it up immediately,” says Lenus. She gained back the time she used to spend manually assigning leads. Meanwhile, she noticed greatly improved response time from the entire team.

As CarTimes Automobile’s success grew, Privyr was able to grow alongside the business.

When asked if Privyr is more of a sales or a marketing tool, Lenus finds it hard to say, because in her mind, the two groups have to work so closely together to be successful. Privyr helps bridge the gap between the two.

“Historically, there is always this divide. Sales is sales, and marketing is marketing,” she says, “but with a tool like this, we can actually connect.”

Lenus’ story is just one of many customer successes with Privyr

Start writing your own success story today with Privyr. Don’t have a Privyr account? Create one here.

For more about how sales teams can use Privyr to boost their success, why not check out this article about 4 ways you can automatically assign leads to your team?

Or, if you’re sending out a lot of messages, files, and brochures to your team, maybe you’ll want to learn about how to manage your sales content for your team effectively?

The post How CarTimes Automobile increased lead conversions by 30% with Privyr for Teams appeared first on Privyr Blog.

Nadia was seeking a tool to help her follow-up on time with her hundreds of leads. With Privyr, she gained an all-inclusive tool to manage her leads, helping her save time and money

Industry

Real Estate

Market

Singapore

Team Size

Solopreneur

---

Features Used

Instantly Receiving & Contacting New Leads

Quick Responses via WhatsApp

Follow-Up Reminders & Activities Timeline

Content Sharing & Tracking

Lead Management & CRM

Nadia Ederer is a real estate agent at Propnex Realty, the largest real estate agency in Singapore with over 12,000 agents. She specialises in helping people to buy and sell property, and has a background in sales, social media marketing, and project management.

Aided by her assistant, she seeks not just to help her clients with their property transactions but also educate them on the real estate landscape in Singapore, a market with one of the highest home ownership rates in the world.

Challenge

“Our days are crazy. The moment you get in the car and want to follow up, you also have so many other things to do.”

As a real estate agent in Singapore’s bustling and dynamic property scene, Nadia found herself facing the problem that many real estate agents do: there simply weren’t enough hours in the day to get everything done.

“At any one time, I’m actively dealing with 200 to 300 leads,” says Nadia. “That comes out to 15 to 30 follow-ups that I need to send per day.” Those leads can be either property buyers or sellers.

This would be fine if following up was Nadia’s only job, but she deals with leads at different stages of her sales process. This often means Zoom calls and in-person meetings. Dealing with more urgent interactions often meant that following up fell to the bottom of Nadia’s very long list of things to do.

“It gets overwhelming,” she explains. “In the middle of the week, I had people I should have followed up with on the weekend.”

Discovering Privyr

Nadia found Privyr through a colleague’s recommendation to several PropNex agents in a training session. That’s when she recognized that the CRM had the potential to help her follow up with every lead on time.

“The fact that the Follow-up Reminders pop up on my mobile phone screen stood out to me as valuable at the time,” remembers Nadia. From that point, she could send an auto-personalised follow-up message to that lead in just a few taps.

So, she slowly eased into using the CRM. “I downloaded it and imported two leads per day from my phonebook,” says Nadia. Eventually, she got hundreds of her leads transferred into Privyr, including new leads. She noticed significant and satisfying improvement in how she managed leads.

“I finally have a place to put everyone,” she says. As time went on and she discovered more things that she could do with Privyr, she considered uses for the CRM even outside of her day-to-day business.

For example, she saw she could use Privyr to educate those around her on the industry that is her specialty.

“I want to add in my personal friends,” she says, “and then I could send them content through Privyr that is on the softer side of real estate.”

Solution

But Nadia knew that following up served an important purpose for her business. She saw potential to keep more passive leads aware. Then, one day they could come to her for their property needs. That meant sending out posts, reels, and other pieces of content that Nadia struggled to remember and keep up with.

“You need a system,” advises Nadia. “Success of your business is more than your sales skills – it’s your processes and systems.”

She found that Privyr could be that system for her, with very little setup effort on her part. “Privyr was the solution to my struggle,” Nadia tells us. “Using my old system, maybe I wouldn’t be able to follow up until Thursday. With Privyr, I get the reminder that I need to do it on Tuesday, which is more valuable to the client.”

Nadia’s Story

Nadia works with both new properties and resale properties. Depending on the property, she may collaborate with other realtors. Her sales process may take six months or longer, depending on how ready her clients are.

“If you can feel resistance in the beginning, things can go slow or you may need to manage expectations,” says Nadia. “You have to go through the journey with them, which can take months.”

She adds that one of the reasons why the journey may take so long is because prospects have their own life and their own priorities. If they travel frequently, for example, timely follow-ups ensure that Nadia is available to communicate with them when they are ready to engage once more.

Because buying or selling property is such a complex process, Nadia needs a good engagement strategy to guide prospects through, little by little. As she points out, spending a lot of time door-knocking for one lead doesn’t necessarily mean that you are getting the most out of your effort, even though you’re working hard.

“It’s a matter of keeping prospects warm or making sure they remain your lead,” she says.

How Nadia uses Privyr to achieve a 100% follow-up rate and successfully manage her prospects

While Privyr’s Follow-Up Reminders have proven most useful for Nadia, she also uses Privyr’s Lead Management features to store all of the information about her clients. Each client has their own Client Timeline. Using the timeline, Nadia can refresh her memory about all of the interactions that they’ve had before, logged via Privyr.

Meanwhile, the Groups feature helps her to sort her leads into categories including:

• Agent
• Buyer
• Seller
• Tenant
• Landlord
• Active
• Not Active

When she needs to send out specific PDF content to her prospects, Nadia uses Privyr’s File Sending & Tracking feature to go beyond the WhatsApp ‘blue tick’. This gives her a better idea of her leads’ interest in the content she is sending.

Results

“I love Privyr. I want to make it the main tool I use [to engage and manage my clients],” says Nadia.

Since she’s used Privyr, Nadia finds that the number of leads that slip through the cracks due to lack of timely follow-up is virtually zero. With Privyr, Nadia can stay top-of-mind for leads. This means that they think about her when they’re ready to move forward in their buying or selling journey, whether that’s today or several months from now.

“I had a case where I was sending my pre-written content on Privyr once a month,” she says, “and the lead ended up messaging.”

Privyr opens up opportunities for Nadia that she may not have had the time for before having the CRM. She also finds that she has more time and resources to make every in-person interaction count. This has resulted in higher conversion numbers.

“Privyr helps you stop leaving money on the table,” affirms Nadia. “I think I can convert better too, because I’m using more time during the day to follow up intentionally.”

Learn more about Nadia on her YouTube channel.

Want to achieve a 100% follow-up rate? Nadia’s story is just one of many customer successes with Privyr

Start writing your own success story today with Privyr. Don’t have a Privyr account? Create one here.

For more about how the real estate industry uses Privyr to maximise their success, why not check out this article about an easy 5-step follow-up sequence to engage and convert new real estate leads?

Or, if you want to know more about tracking your prospects’ views on your content, have a read of this article about how to track your views on WhatsApp.

The post How Nadia achieved a 100% timely follow-up rate using Privyr appeared first on Privyr Blog.

Using Privyr, Arihant Dugar from interior design agency Get More Projects found he could serve his clients more effectively by automating lead assignment and other manual processes

Industry

Marketing Agency for Interior Designers

Market

India

Team Size

5-10

---

Features Used

Instantly Receiving & Contacting New Leads

Automatic Lead Assignment

Follow-Up Reminders

Activities Timeline

Lead Management & CRM

Arihant Dugar runs Get More Projects, a marketing agency which focuses on helping interior designers in India scale and maximise the potential of their businesses. The agency grew its initial handful of clients to dozens.

Get More Projects started helping their clients solely with lead generation. Now, they have expanded into helping their clients to better manage their leads and business, using Privyr.

With Privyr, Arihant found an easy-to-use solution that helped Get More Projects stay on top of its quickly expanding business, while providing their clients with top-tier service. He has been a proud user of the CRM for the past two and a half years.

Challenge

While many businesses tend to seek out external tools when they notice a problem, Arihant had the opposite issue. His business was doing too well. His client list was growing, and sending leads manually was taking too much time.

While he’d looked into using software to help him qualify and send leads to clients, he’d found that available CRMs tended to be expensive and too complicated. Often, they contained features that he didn’t need or want.

Arihant continued to search for a solution that truly fit his business. “As a marketing agency, the most important thing for us is making our client experience easier and more seamless,” he says. “We only needed three or four features to deliver that, but some of the software would offer too many features for a high price.”

Discovering Privyr

Eventually, Arihant learned about Privyr, which seemed to offer the features he wanted. A friend’s personal recommendation further strengthened his confidence in the CRM.

“We signed up for the free trial and found it was easy to get used to Privyr,” he says. “It was simple for us to set up, but most importantly, it was easy to get my client used to it.”

Other software Arihant encountered required struggling through 10 or more videos to learn how to use it. In contrast, Privyr managed to hold Arihant’s clients’ attention, as they found the app’s interface simple – even intuitive. After working through a simple tutorial, they could receive their leads through Privyr and proceed with their sales process.

“Most importantly, it was user-friendly,” remembers Arihant. “My clients didn’t feel like they needed to ‘learn’ the software. In fact, some of our clients were already using Privyr, which made the transition even easier.”

Since using Privyr for the past two and a half years, Arihant has also recommended that many of his clients use the CRM as well.

Solution

Follow-up reminders make business easier, and Privyr helps send those reminders.

With Privyr, Arihant was able to save two to three hours per day by automating the sending of his leads to his clients. But that wasn’t the only facet of his sales process that Privyr could help him with. As he attracted more and more leads through his marketing, Arihant was struggling to have quality, personalised interactions with them, especially when it came time to follow up.

“Following up is the most important thing after lead generation. Following up comes before sales,” he asserts. “Maybe for every 10 leads, five are ready to seriously consider buying. But only three pick up the first time.”

Of course, the goal is to engage all interior designers who are in the right condition to buy. However, it often takes multiple outreach and/or follow-up attempts to be successful.

“If you call them and they’re not in a good mood, they’ll say no. Maybe it’s not a good time or they’re in a bad mood. Two days later, they may say yes. But many times, we forget to follow up with the lead.”

To help, Privyr keeps track of those leads, and he can set a reminder for when to follow up next. Then, all Arihant has to do is reach out to the lead when prompted by the notification from Privyr.

Arihant’s Story

Privyr makes it easier to engage and re-engage multiple clients with the right context.

Two and a half years ago, Arihant’s business looked very different. “I was not that aware of the market, and clients were not that aware about me,” he tells Privyr.

Interior design is a rapidly growing opportunity area in India, due to rising incomes, urbanisation, and other factors. Last year, the industry generated an estimated revenue of over US$ 22.2 billion, with a projected 18% CAGR by 2029. As the area grows in popularity, it has become a challenge to stand out from the crowd enough to find qualified leads. This is even more of a challenge if one lives in the tier 1 or 2 cities where Get More Projects has the bulk of its clients.

In order to combat this challenge, Arihant helps his clients grow their businesses, sending them leads and offering other advice about their operations.

Inside Get More Projects’ sales process

The agency’s initial sales process, which may take between a week and a month to complete, looks like this:

• Qualification Call: When Arihant receives new prospects, they first go to a qualifier who gathers information about them, their budget, their floor plans, and when they’d like to start using Get More Projects’ services. From there, the qualifier decides if they’re a good fit to pass on.
  
• Design Call: The prospect then gets an initial call where Get More Projects gets to know them, their expectations, their family, and more about the design that they are looking for.
  
• Quotation Meeting: Get More Projects then advises their client to take the prospect to a quotation meeting. There, both parties will discuss the price of the interior design work needed. Arihant suggests having this meeting in-person rather than over WhatsApp, because this provides more room to negotiate.

To grow his reach, Arihant began investing into Facebook Ads, landing pages, and YouTube videos. While this helped boost his business, he also found himself analysing his existing sales strategy, which his client volume had outgrown. Further, because the nature of his agency involved so many different outreach situations with so many different clients, he needed something to help him more easily keep on top of his communications.

Scaling his agency’s sales process with Privyr

With Privyr, Arihant could use the Notes feature to update each Client Entry with what they spoke about so that he would be ready to re-engage them the next time they spoke, with full context of what they’d spoken about last time.

“Privyr’s Activities Timeline helps to understand what has happened and what offer has been made,” he says. “It helps to maintain the flow of lead history, and to decide if we should move forward with this client or not.”

Because the timeline provided a quick overview of all of the interactions logged with that client, Arihant could also see patterns. These helped him to understand a client’s situation better than any one individual meeting, such as if they were the kind of person who required multiple follow-ups – and were perhaps not so keen at the moment – or who had been very responsive within a short period of time (an indicator that they were very interested).

Results

Privyr saves 2-3 hours a day that I used to spend on manual lead management and my sales process.

At the end of the day, Arihant’s main focus is providing the best possible experience to his agency’s clients. By streamlining the sending of his leads, follow-up reminders and schedule, and activity logging, Privyr has helped him win back two to three hours of his time per day. As a result, he gains time that he can instead spend personally engaging his clients, to further scale his agency.

Also, Privyr has cleared Arihant’s path to further grow his business. While scaling often brings growing pains, Arihant has found Privyr to be a great ally on his quest to help more interior designers in India capture leads of higher quality. He also found that if he ever had a question, Privyr’s support team was standing by, ready to help.

“Privyr’s support team is great. If I message them, within 5-15 minutes, it will be resolved,” he says.

Meanwhile, lead management and engagement – as well as Get More Projects’ overall daily operations – has significantly improved, thanks to Privyr.

“If you’re a marketing agency looking to set up leads for you and your client, Privyr is the best option for you,” says Arihant. “Privyr will help you as an agency and it will help your client as well.”You can learn about Arihant and Get More Projects here, here, and here.

Arihant’s story is just one of many customer successes with Privyr

Looking to scale your agency’s or business’ sales? Privyr can help! Don’t have a Privyr account? Create one here.

For more about how marketing agencies can use Privyr to improve lead engagement and conversion numbers, check out this article about how marketing agencies can help their clients to convert better.

Clients telling you you’re sending them bad leads? Here’s how to approach their comments by making sure your clients are making the most out of the leads you do send them.

The post How Arihant successfully scaled his agency’s sales by automating lead management through Privyr appeared first on Privyr Blog.

With Privyr, Paul Teo from PropNex Realty in Singapore found more than just a CRM to help him download contacts from ads running on social media – he also discovered a personal assistant and customer service patron, all in one

Industry

Real Estate

Market

Singapore

Team Size

20-50

---

Features Used

Instantly Receiving & Contacting New Leads

Quick Responses via WhatsApp

Follow-Up Reminders

File Sharing & Tracking

Lead Management & CRM

Paul Teo manages a district at PropNex Realty, the largest real estate agency in Singapore with over 12,000 agents. Singapore has one of the highest home ownership rates in the world. This makes the county a highly competitive property market with first-time homeowners and upgraders – as well as thousands of new property agents – joining the market yearly.

Paul has over a decade and a half of experience in Singapore’s fast-paced market, where he is passionate about client service as well as passing on updates and education about the country’s real estate landscape.

With no plans to slow down any time soon, Paul is always looking for new ways to work smarter. In turn, he wants to pass that information along to junior real estate agents. In Privyr, he found a powerful tool that can keep up with his dynamic industry.

Challenge

“After about 15 years, I realised my phonebook was going to explode.”

As a real estate agent in Singapore, “busy” simply means “normal” for Paul. A decade and a half in the industry had left him with over 4,000 contacts at various stages of buying, selling, and level of interest.

Paul had tested many CRMs to help him keep on top of all the outreach, follow-up messages, and content he had to send. However, he found that none of them seemed to fit the life of a busy real estate agent.

Discovering Privyr

“Privyr feels like it is custom-made for realtors.”

A contact of Paul’s was running ads for him and recommended Privyr as a solution to more quickly export leads gathered through social media lead sources. Through Privyr, these prospects would be downloaded directly to Paul and other team members’ Privyr accounts. This saved a huge amount of time and effort.

What Paul didn’t know was that Privyr was going to get Paul much more than he bargained for. Through the app, he would eventually claim back 30% of the time he used to spend carrying out his tasks in real estate.

Solution

“Privyr is like a personal assistant that anticipates our needs and gives us solutions ahead of our problems.”

By using Privyr, Paul not only found a way to more quickly export leads but also discovered that Privyr’s features helped with his other tasks. For example, the app helped him figure out which prospects were most interested in buying.

With Privyr, tasks such as downloading contacts, sending out content, and tracking clients’ interests, took way less time. Paul could take that time saved and spend it on leads that required the most attention and were most willing to buy.

Paul’s Story

“With Privyr, we were able to work more closely and attentively with our clients.”

Singapore has one of the highest home ownership rates in the world – 89.7% as of 2023. Paul works across multiple properties and people. With many potential buyers looking to upgrade their current dwellings, Paul can do any one or all of these tasks during a typical day:

• Consulting with clients along the sales funnel about upgrading their current homes or purchasing additional properties
• Conducting webinars and other trainings about Singapore’s real estate market, then taking sales forward with interested attendees
• Mentoring and working in partnership with team members
• Creating podcasts, reels, and other content for his online marketing efforts

For him, a sales cycle is long: one to 10 months, depending on the type of property involved. So, it’s even more important that he and his team stay on top of all of their leads and clients.

“Privyr freed my time up by about 30%.”

To keep things running smoothly, Paul separates his prospects into three groups:

1. Group 1: Active prospects who are ready to engage with the real estate market
2. Group 2: Ready prospects who have less of a sense of urgency than their Active peers, and want to get regular market updates without getting calls every two to three days
3. Group 3: Unsure prospects who may not be ready for the market today but may be ready in the future

Privyr’s pop-up Follow-Up Reminders help Paul remember when to reach out to prospects. This way, he’s reaching out just enough to keep the lead engaged, without annoying them.

Paul focuses most of his time on Group 1(Active) and Group 2 (Ready). However, he notes how important it is to keep in contact with Group 3 (Unsure) contacts. By keeping in regular contact with them, he helps ensure he will be top-of-mind when they are ready to buy.

Paul uses Privyr’s Quick Responses feature to reach out to less-ready leads with regular updates. These messages are auto-personalised with the contact’s name.

Using Privyr to better serve clients without looking invasive

Privyr’s Content Tracking Features really help to more accurately categorise prospects for Paul and his team.

Through Privyr’s Files and Pages, Paul gets an instant notification when clients are viewing the content he has sent them. He also gets a detailed history of when the client viewed it and how long they viewed it for.

“With Privyr, we were able to be more sensitive, particularly with more interested clients,” says Paul. “We knew when to follow-up with Files and knew more about what clients were thinking. It helped us connect with them better.”

Results

“I always tell junior members that it’s not the amount of time you put into real estate. It’s the quality of time you put into real estate.”

Paul emphasises that having a good CRM isn’t just about having the best tool – it’s more about how to best use that tool to fit your business.

For him, what sets Privyr apart from other CRMs is that its features – and its ready-to-assist customer success team – make clear to on-ground agents how they can be successful.

“Sometimes, the challenge [when you have a personal assistant] is that they ask you to let them know what you need. Privyr’s features let me know what I need before I think to ask,” says Paul. “Privyr is like a personal assistant that anticipates our needs and gives us solutions ahead of our problems.”

From helping Paul manage his client communications to letting him know which prospects are most interested, Privyr helps Paul know to best spend his time. That helps him provide his clients with the best possible service.

Learn more about Paul.

Paul’s story is just one of many customer successes with Privyr

Start writing your own success story today with Privyr. Don’t have a Privyr account? Create one here.

For more about how the real estate industry uses Privyr to maximise their success, why not check out this article about how superstar realtors track views on their content to get more sales?

Or, try out our 5-step follow-up sequence to engage and convert new real estate leads – scripts included.

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