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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
ARD Global was using Pipedrive and Trello separately, which created delays and errors when teams manually transferred project data between sales and execution workflows.
The company needed a cleaner handoff process from closed sales opportunities to operational task management. Stamina developed a no-code automation through Make to synchronize Pipedrive with Trello. When a deal reached a specific stage in Pipedrive, the system automatically created the correct Trello card with the required task details and board placement.
The automation helped ARD Global increase sales by 45%, improve efficiency by 56%, save 37% of time, and increase customer satisfaction by 70% by reducing manual transfer work and improving project coordination.
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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