Case Study — Real Estate Agent
How an independent real estate agent uses GoWeBa to manage a portfolio of 200 clients, automate follow-ups, and close more transactions.
Profile
| Information | Detail |
|---|---|
| Industry | Residential real estate |
| Size | 1 agent + 1 assistant |
| Location | South Shore of Montréal |
| Active Clients | ~200 |
| Before GoWeBa | Google Contacts + Excel + Gmail |
The Challenge
Before GoWeBa, contact management was fragmented across Google Contacts (basic data), an Excel spreadsheet (transaction history), and Gmail (communications). No link between the three. The result:
- ❌ Impossible to quickly know the status of a file
- ❌ Manual invoice tracking — forgotten payments
- ❌ No 360° view of client interactions
- ❌ Contracts circulated by email as PDFs — no electronic signature
The GoWeBa Solution
Step 1 — Data Migration
- Google Contacts Import — 200 contacts migrated in 3 minutes via the migration assistant
- CSV Import — Excel history (transactions, dates) imported and mapped to contacts
- Tags — Automatic categorization: Buyer, Seller, Homeowner, Investor
Step 2 — Configuration
- Webabox — Professional email account connected → all emails centralized
- Telephony — GoWeBa VoIP number → calls and SMS from the platform
- Contracts — Pre-configured templates (Purchase agreement, Listing agreement, Residential lease)
- Brand Kit — Logo and colors set up for documents
Step 3 — Daily Usage
| Module | Concrete Use |
|---|---|
| Contacts | 360° client profile: emails, calls, contracts, invoices, notes |
| WEBA | "Remind me to follow up with Jean Tremblay on Friday" → task created |
| Contracts | Purchase agreement sent for e-signature in 2 minutes |
| Calendar | Viewing appointments scheduled with automatic reminders |
| Billing | Commission invoiced and sent in 30 seconds |
| Reputation | Google review request sent after each closed transaction |
Results After 3 Months
| Metric | Before | After | Improvement |
|---|---|---|---|
| Daily follow-up time | 2h | 30 min | -75% |
| Contracts signed/month | 3 | 5 | +67% |
| Neglected clients (no follow-up > 30 days) | 15 | 2 | -87% |
| Email response time | 4h | 1h | -75% |
| Google reviews obtained | 2/year | 8/quarter | +12× |
Testimonial
"Before GoWeBa, I spent more time looking for information than working with my clients. Today, everything is in one place. WEBA reminds me of what I forget. It's like having an assistant who never sleeps."
GoWeBa Modules Used
- ✅ Contacts CRM + Tags + Groups
- ✅ Webabox (unified email)
- ✅ VoIP Telephony + Voice AI
- ✅ Smart Calendar
- ✅ Contracts + E-Signature
- ✅ Billing
- ✅ Reputation (Google reviews)
- ✅ WEBA (AI orchestrator)
- ✅ Semantic Search (⌘K)