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How Stamina helped SIEVN build a real estate revenue operations system
SIEVN is a real estate company managing leads from multiple channels and working with a sales process where response speed, follow-up discipline, and pipeline visibility directly affect revenue.
About Process
We began by auditing SIEVN’s existing sales process to understand how leads moved through the business and where delays or gaps occurred. Based on the findings, we implemented Pipedrive CRM and designed a dedicated real estate pipeline with clear ownership rules, lead source tracking, and structured deal stages.
We then automated follow-ups, activities, and task management to ensure every opportunity received consistent attention. Finally, we built management dashboards, configured custom property and client data fields, and trained the team to adopt the new system, creating a scalable revenue operations foundation with full pipeline visibility.
The problem
SIEVN had leads coming from different sources, but the process behind them was not structured enough. The team needed a clearer way to capture leads, assign ownership, track follow-ups, manage deal stages, and give managers visibility without relying on manual reports. Leads could slow down between channels, follow-ups were difficult to control, and leadership did not have a real-time view of sales performance.
What we built
- Sales process audit
- Pipedrive CRM implementation
- Pipeline structure for real estate sales
- Lead source tracking
- Lead routing and ownership logic
- Follow-up workflowActivity and task automation
- Custom fields for client and property data
- Manager dashboards and reports
- Team training and CRM adoption support
Tools Implemented
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The Results
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