Case Study - CRM Optimization for Property Rentals

CRM Optimization for Property Rentals

Multi Logement Chez Toit is a property management company overseeing multiple hundred residential units. As the business expanded, the team faced growing pains: siloed systems, manual updates, and time-consuming coordination for their rental team.

With Liboiron’s help, Multi Logement Chez Toit automated their key workflows—keeping sales, property listings, and service updates in sync across teams.

COMPANY NAME

Multilogements ChezTOIT

INDUSTRY

Property management and development

SOLUTIONS

Challenge

To many manual work in their Rental process

The company was using Pipedrive as its CRM, implemented internally, but it was underutilized and did not fully meet the needs of rental tracking. The goal was to improve its use in order to streamline property management and optimize the leasing processes.

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Their team faced:

Manual data entries in the CRM
Difficulties managing all the inquiries
Challenges following all potential tenants overtime
Limited visibility on their rental pipeline and KPI

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Solution

We started with a detailed analysis of the rental process, mapping each key step of the leasing department. Based on this, the rental pipeline was reorganized to ensure smoother and more efficient management.

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Custom fields were enhanced by adding specific categories to structure essential information and standardize data. Key variables were defined to improve consistency in record entry.

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Automations were implemented to standardize tasks at every stage of the pipeline, ensuring a more rigorous, reliable, and uniform process.Finally, we automate the lead entries in the CRM from websites and different property rental sources.

Automate data entries from different web sources
Reconfiguration of the CRM showing Unit availability
Remove redundant data entries across tools
Train team on the brand new CRM

We had a very good experience with Liboiron. Julien helped us optimize our sales process by adapting our CRM to our needs and automating certain tasks to save us time. A big thank you to Julien and his team.

- Rosalie Lafrance, Rental Director

Results

Multi Logement Chez Toit unlocked smoother rental operations and better service.

Productivity gains through sales pipeline automation
Reduction in errors through automated data entry vs. manual entry in the past
Better visibility on their KPI

Conclusion

By integrating their systems and automating repetitive work, Multi Logement Chez Toit reclaimed valuable time and improved team coordination. With a unified data layer and streamlined workflows, they’re now positioned to grow with confidence.

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