Technology Consolidation for Growing Real Estate Developer
Rationalised 11 applications to 5 core platforms for a real estate developer, saving ₹18 lakhs annually and enabling AI-powered lead scoring that increased conversions by 45%.
Client
Shilp Infrastructure
Real Estate & Construction
Duration
4 weeks
Team Size
3 specialists
Location
Gandhinagar, Gujarat
Before & After Transformation
See the dramatic improvements achieved through our strategic approach and technical expertise.
11 disconnected tools with no data integration
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Measurable Results Achieved
Our data-driven approach delivers tangible improvements that directly impact business growth and operational efficiency.
Why These Results Matter
These metrics represent real business impact achieved through strategic planning, technical expertise, and continuous optimization. Each improvement translates to increased revenue, reduced costs, enhanced customer satisfaction, and sustainable competitive advantage for our clients.
The Challenge
A real estate developer managing 4 active residential projects was using 11 different tools for CRM, project management, accounting, and marketing with no integration, leading to lost leads and poor customer experience. **Technology Fragmentation:** - 3 different CRM tools used by different sales teams - Separate project management tools for construction and sales - No integration between marketing spend and lead conversion data - Manual tracking of customer journeys across multiple touchpoints **Business Impact:** - 30% of leads falling through cracks between disconnected systems - No visibility into marketing ROI by project or channel - Customer complaints about redundant communication from different teams - Management unable to get consolidated project performance views
Our Solution
Mapped complete application landscape with cross-departmental usage analysis
Designed unified CRM-centric architecture eliminating 3 redundant tools
Identified AI opportunity for lead scoring using historical conversion data
Created migration strategy preserving 5 years of customer relationship data
Delivered vendor selection framework for replacement platforms
Project Overview
Shilp Infrastructure, a growing real estate developer with 4 active residential projects in the Gandhinagar-Ahmedabad corridor, approached us after realising their rapidly growing tool stack was actually hurting their business. With 11 separate applications and no integration, leads were being lost and customer experience was suffering.
The Challenge
Technology Sprawl
- 3 CRM systems adopted independently by different sales teams
- Separate project management tools for construction and sales functions
- No marketing attribution — unable to trace which campaigns generated revenue
- Manual Excel reports consolidating data from multiple sources weekly
Business Impact
- 30% of inbound leads not followed up within 48 hours
- Duplicate customer communications creating confusion and complaints
- No consolidated view of project performance or sales pipeline
- ₹18 lakhs annually spent on overlapping software subscriptions
Our Approach
Discovery & Assessment
- Interviewed 15 stakeholders across sales, marketing, construction, and finance
- Mapped all 11 applications with user counts, costs, and capability overlaps
- Identified that 3 CRM tools covered 70% identical functionality
- Discovered marketing spend data completely disconnected from conversion metrics
Consolidation Strategy
- Recommended HubSpot CRM as single customer platform replacing 3 existing tools
- Designed integration architecture connecting CRM, project management, and accounting
- Created data migration plan preserving 5 years of customer interaction history
- Modelled cost savings and ROI for consolidation initiative
AI Opportunity Identification
- Analysed 5 years of historical lead data (12,000+ records)
- Identified patterns in lead-to-customer conversion by source, demographics, and behaviour
- Designed AI lead scoring model to prioritise high-probability buyers
- Recommended automated nurture workflows triggered by engagement signals
Results
Immediate Impact
- ₹18 lakhs annual savings from eliminated redundant subscriptions
- Lead response time improved from 48 hours to under 2 hours
- Single customer view enabling personalised engagement across touchpoints
- Automated marketing attribution providing clear ROI by channel
AI-Driven Growth
- 45% increase in lead-to-site-visit conversion rate
- AI lead scoring prioritising top 20% of leads that generate 80% of bookings
- Automated follow-up sequences ensuring no lead goes cold
- Predictive insights helping plan inventory across projects
Client Testimonial
"The rationalisation exercise opened our eyes. We were paying for 11 tools and getting less value than we now get from 5. The AI lead scoring alone has generated more revenue than our entire IT spend."
Amit Thakkar, Director of Sales, Shilp Infrastructure
Services Utilized
Project Gallery
AI-powered lead scoring improving sales conversions
"We were losing lakhs in leads simply because our systems didn't talk to each other. Dhīmahi's rationalisation strategy unified everything, and the AI lead scoring has been a game-changer for our sales team."
Technology Stack
Modern, reliable technologies used in this project
Application Mapping
Assessment
HubSpot CRM
Target CRM
Capability Mapping
Analysis
Python ML
AI/ML
Power BI
Analytics
Zapier
Integration
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