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100%
Lead Data Accuracy Across Teams
0
Manual Workspace Setup Required.
60%
Reduction in Lead Management Time
1 Unified
CRM with Controlled Access
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.
Lead information was scattered across multiple Streak workspaces, making it hard to track deal status, ownership, and handoffs in one place.
Teams were wasting time copying leads, notes, and attachments between workspaces, increasing the risk of errors and outdated records.
Without a unified CRM view, leadership had no reliable way to see pipeline health, performance, or real-time sales activity.
Because data wasn’t synced, different team members often worked with partial or old information, leading to mixed messages and uneven client experiences.
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.
Leads, attachments, comments, and custom fields automatically mirrored between user workspaces and a central master workspace.
Sales reps only saw their listings and commissions. Smart filters ensured each workspace showed data relevant to that user—nothing more, nothing less.
Any new workspace created by the team was instantly added to the sync engine—no manual setup needed.
A serverless backend ensured zero maintenance burden, while offering full scalability as the team grew
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
Google Apps Script
REST API
Webhook
Streak CRM
