Real-Time CRM Sync Solution for Y&S Luxury Group

Y&S Luxury Group, a fast-growing force in the luxury market, needed to solve a key challenge: enabling their expanding team to manage leads with real-time accuracy—while ensuring that each salesperson only accessed their own listings and commissions.

100%

Lead Data Accuracy Across Teams

Manual Workspace Setup Required.

60%

Reduction in Lead Management Time

1 Unified

CRM with Controlled Access

The Challenge

Decentralized CRM, Disconnected Teams

StreakCRM offered strong flexibility, but it wasn’t designed to handle multiple sales agents across independent workspaces, each with custom lead data, notes, and attachments. The result?

Sales team members couldn’t easily access their listings or commissions, and collaboration across teams suffered. Without a shared CRM foundation—but with strict access control requirements—their workflows were bottlenecked and error-prone.

Fragmented Lead Records

Lead information was scattered across multiple Streak workspaces, making it hard to track deal status, ownership, and handoffs in one place.

Manual Data Movement Between Workspaces

Teams were wasting time copying leads, notes, and attachments between workspaces, increasing the risk of errors and outdated records.

No Central Source of Truth

Without a unified CRM view, leadership had no reliable way to see pipeline health, performance, or real-time sales activity.

Inconsistent Client Communication

Because data wasn’t synced, different team members often worked with partial or old information, leading to mixed messages and uneven client experiences.

The Solution

A Smart Sync Engine for Real-Time Sales Visibility

We developed a fully automated, two-way CRM synchronization layer, turning their disjointed CRM setup into a dynamic, secure, and real-time lead management ecosystem.

Two-Way Real-Time Data Sync

Leads, attachments, comments, and custom fields automatically mirrored between user workspaces and a central master workspace.

Granular Access Controls

Sales reps only saw their listings and commissions. Smart filters ensured each workspace showed data relevant to that user—nothing more, nothing less.

Auto-Detection of New Workspaces

Any new workspace created by the team was instantly added to the sync engine—no manual setup needed.

Google App Scripts for Scale & Stability

A serverless backend ensured zero maintenance burden, while offering full scalability as the team grew

Empower Your Sales Team With Smart CRM Automation

Say goodbye to fragmented lead management. Let us help you unify, automate, and scale your CRM workflows—without losing control.

The Result

Productivity and Precision at Scale

Y&S Luxury Group’s transformation proves that even niche, high-touch industries benefit from CRM automation done right. With intelligent syncing and access control, they now operate with speed, clarity, and scale—without ever compromising on security or client service.

100% Centralized Yet Segmented CRM

60% Less Time Spent Managing Leads

Error-Free, Real-Time Updates

Future-Proof Scalability

Technology stack

Google Apps Script

REST API

Webhook

Streak CRM