The Challenge
Beva Homes, a residential real estate investor, was hitting a growth ceiling because leads, calls, and follow-ups were scattered across tools and inboxes. A unified GoHighLevel CRM implementation turned their seller pipeline into a structured, always-on system with instant responses, fast human calls, disciplined nurture, and clear KPIs—allowing the same small team to handle several times more leads without sacrificing speed or quality.
Before this project, Beva Homes did not have a proper, integrated CRM and relied on tools like Invelo without email, SMS, and telephony living in one system. Leads arrived via PPC, Facebook Lead Ads, lists, referrals, and phone calls, but because everything was fragmented, new opportunities were easy to miss or forget. Response times were slow, since nobody had a single “inbox” for all fresh leads, and follow‑up depended on manual effort and memory, so warm sellers often went cold before decisions were made.
The owner also had no clean way to see speed‑to‑lead, stage aging, or conversion by stage/source, even though in real estate investing a single motivated seller can be worth six figures and one strong off‑market relationship can compound into many deals over time—meaning every missed or mishandled lead could represent hundreds of thousands of dollars in lost opportunity.
The Solution
AIT Automation Solutions built a GoHighLevel-based CRM that acts as Beva Homes’ central nervous system for leads and a speed‑and‑consistency engine for follow-up. All seller leads now flow into structured Seller Acquisition, Disposition, and Nurture pipelines with clearly defined stages, SLAs, and stage‑based checklists.
How It Works
Every lead source—PPC forms, Facebook Lead Ads, Invelo imports, email parser feeds, and tracked phone numbers—is integrated so all new enquiries land in one place with standardised fields, tags, and routing logic. Inbound call routing with Voice AI, bilingual EN/ES SMS templates, and quiet‑hour/compliance guardrails are embedded directly into the CRM configuration, so the system can respond instantly, route correctly, and stay compliant without extra manual work.
When a new seller comes in through any channel, GoHighLevel creates or updates the contact and opportunity, tags the source, and drops the lead into the Seller Acquisition pipeline. An automation immediately sends a confirmation SMS/email and triggers a “speed‑to‑lead” call workflow so a human attempts a call within minutes during business hours.
As conversations progress, the opportunity moves through stages like Contact Attempted, Contact Made, Offer Prep, Offer Sent, Under Negotiation, and Contract Signed, with checklists and tasks created automatically at each step. Leads that are not ready to sell now are pushed into Hot, Warm, Cold, or Future nurture tracks with scheduled SMS, email, and call prompts over weeks and months, and “dead” leads are later reactivated so the database is continually worked instead of going stale.
