Nestly

Nestly's brokerage was running 12 offices and roughly 140 agents on a mix of spreadsheets, a decade-old desktop CRM nobody trusted, and text threads for showing coordination. Leads went cold waiting on manual reassignment between offices, commission splits were reconciled by hand at the end of every deal, and leadership had no cross-office view of pipeline health.

We built a custom CRM around the brokerage's actual deal stages — lead, showing scheduled, offer, under contract, closed — with automatic lead routing by office and agent availability. Commission splits calculate automatically from each deal's contract terms, showing requests sync to agents' calendars with SMS confirmations, and brokers get a live pipeline view across all 12 offices instead of monthly spreadsheet rollups.