Real Estate · 12 agents
Illustrative story — names and details are representative examples, not a verified customer.
The challenge
Cornerstone Realty was losing deals to competitors who called new leads first. Their agents were manually dialling from a spreadsheet, taking notes on paper, and logging calls into a separate CRM at the end of the day — by which time the lead had already spoken to someone else.
“We went from calling leads the next day to calling them within minutes. The AI summaries mean I can review 20 calls in the time it used to take me to listen to two. Our close rate jumped overnight and honestly I wish we had switched sooner.”
How they use UDBOARD
After moving to UDBOARD, every new lead from their website form appears in the CRM instantly. Agents click to call directly from the lead record. Every call is logged automatically, and the AI summary means no manual note-taking. The sales director reviews the team's calls each morning in 10 minutes by reading summaries instead of listening to recordings.
The outcome
Speed-to-lead dropped from 24 hours to under 5 minutes. The team now makes 40% more outbound calls per day because they spend zero time on admin. Close rate increased by 28% in the first quarter.
Features they use most
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