The Challenge: Disjointed Systems, Missed Opportunities

With over 120 agents and multiple offices, PERE faced the same growing pains many mid-sized brokerages experience—fragmented tech stacks, duplicate data entry, and time-consuming manual tasks. Each department relied on separate tools for CRM, marketing, lead tracking, and analytics. The result? Bottlenecks, burnout, and missed opportunities.

Broker/Owner Jessica Souza described it perfectly: agents were storing contacts “in their phones, back-office CRM, and spreadsheets... duplicating that process over and over.” The lack of system integration slowed down everything from lead follow-up to property marketing—costing time, and in real estate, time is money.

The Solution: Unified AI Automation with BoldTrail

PERE adopted BoldTrail, an AI-powered, all-in-one platform designed to automate and centralize real estate operations. From the moment a lead is captured, BoldTrail’s Smart CRM leverages AI to monitor behaviors, trigger personalized follow-ups, and score prospects based on readiness. Marketing campaigns run on autopilot across channels. IDX-integrated websites feed data directly into the CRM, enabling seamless lead nurturing without human delay.

The Results: More Time, Smarter Actions, Higher Conversions

By integrating AI automation, PERE achieved:

• Faster lead engagement: Automated follow-ups and AI prioritization meant agents spent more time closing, less time chasing.
• Reduced admin load: Eliminating duplicate data entry freed agents to focus on revenue-generating activities.
• Consistent client experience: Automated nurturing kept prospects engaged at every stage.
• Sharper decision-making: Real-time analytics helped leadership optimize marketing spend and coach agents more effectively.

The Takeaway: Work Smarter, Close Faster

This isn’t a sci-fi story—it’s real estate today. AI is no longer optional; it’s the competitive advantage. PERE’s case proves that intelligent automation doesn’t replace agents—it empowers them. When AI takes care of the routine, agents can deliver the human touch that builds relationships and seals deals.

Is your brokerage ready to scale smarter?

→ Discover how PowerAI helps real estate teams automate operations, reduce costs, and close more deals with intelligent precision.

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