A real estate agency gained full visibility over agent calls and stopped losing client lists to departing agents.
Forty agents handled hundreds of property enquiries every week, but managers had no live view of who was calling which client. When an agent left, their client list left with them, and the agency had no way to recover it.
HarborView moved all leads into BackCall. Every call was logged, every lead had a clear owner and follow-up date, and the boss dashboard showed dial volume and overdue tasks across the whole team. Data isolation meant agency-owned client data could not be taken away.
100% of agent calls now visible to management.
Down to zero after the switch.
Qualified viewings up 27% on faster follow-up.
"We used to discover a lost client weeks later. Now the dashboard shows us the moment a follow-up is overdue." — Branch manager