30% More Conversions with CRM Automation
This Is How We Centralized Every Lead in BatchLeads, Automated Follow-Ups with Zapier, and Managed Calls End-to-End. Freeing Your Team and Driving a 30% Conversion Surge.
Client
Avery Underwood
Project
CRM Automation Overhaul
Project Description
GoToCalls partnered with a real estate firm to take full ownership of their lead pipeline using BatchLeads CRM and Zapier automation. By handling calls and end-to-end CRM tasks, we lifted a huge operational burden from our client and unlocked significant growth.
Services Provided
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BatchLeads & Zapier integration
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Automated lead capture & follow-ups
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Call handling
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Pipeline management
The Challenge
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Leads were scattered in BatchLeads with no Pipeline
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Manual entry and follow-ups caused missed opportunities
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The client spent hours every week juggling data and calls instead of selling
Our Solution
BatchLeads CRM Setup
Centralized all incoming leads in a single dashboard
Defined clear lead stages and status tags for instant visibility
Zapier Workflows
Automated new-lead capture from web forms and ad campaigns
Triggered follow-up tasks and reminders for every lead stage
Logged call outcomes and updated CRM records in real time
Full-Service Management
GoToCalls team handled inbound and outbound calls
We updated lead statuses, scheduled appointments and sent follow-up emails
Delivered weekly reports on activity and pipeline health
Results Achieved
Conversion rate jumped by 30%
Follow-up delays dropped by over 80%
Client reclaimed 10+ hours per week for high-value sales activities
Data accuracy improved, enabling smarter marketing investments
