Seamless website CRM integration: A case study with The Cliffs

At Propertybase we understand that your company data is one of your most valuable assets. However, it can also cause headaches if data entry is spread out over multiple disconnected systems. This is why our clients are leveraging the Propertybase platform for CRM integration with their business and website data in one place, eliminating double data entry and providing a wonderful experience for their clients. The Cliffs and our partner eHouse Studio provide an excellent example of what a seamless integration between CRM and website can mean for a business.


The Cliffs are a real estate developer with seven private, luxury lifestyle communities within South and North Carolina. Since their former website was outdated and lacked personality they partnered up with eHouse Studio, a professional digital agency with a strong focus on design and User Experience.

eHouse Studio redesigned The Cliffs’ website providing it with a brand new responsive look and an award-winning User Experience. A fully interactive map enables visitors to drill down to listings that fit their needs, gather further detail information and explore the community amenities nearby. In the background the map seamlessly integrates with Propertybase’s real estate developer software and automatically syncs listing information including geolocation and photos. Check it out here!!

The Cliffs’ website won several awards and within just four months created as much leads as the old site for all of 2013.

Partner interview: eHouse Studio

eHouse logo

Yates Jarvis
Managing Director
eHouse Studio


At some point The Cliffs’ website reached its life expectancy and it was time for a change. After close consultation with The Cliffs, Yates Jarvis came up with the following major challenges and goals for the relaunch:

  • Save time processing leads and provide an opportunity for lead scoring
  • Refreshing old branding and update internal technology to track leads and clients
  • Drive significant increase in leads from the website
  • Reach increasingly mobile audience without sacrificing interface functionalities
  • Tell an immersive experience to truly convey The Cliffs story to prospects


Considering the above challenges, eHouse Studio provided The Cliff’s with exactly what they needed:

  • Tight integration of Propertybase CRM with a focus on User Experience
  • Automated parts of Cliffs’ role in purchase cycle using workflows and automated emails from Propertybase
  • Brand distillation through content strategy, purchase-cycle relevant storytelling, and digital user interfaces
  • Responsive user interface from mobile to large desktops with consistent focus on UX
  • Website on top of flexible platforms with pre-built APIs including Propertybase Real Estate CRM
  • Integrated digital body language of prospects through tracking web activities and tying that back to Propertybase

Customer interview: The Cliffs

The Cliffs logo

Jamie Adams
The Cliffs


Jamie Adams gives us more insights into the functionalities of the CRM integration:

  • Create CRM records directly from the website using contact forms and property forms
  • Track user search queries, saved properties, and shares
  • Track incoming and re-visiting leads

Reasons for the integration

The Cliffs had several reasons to integrate Propertybase CRM tightly with their website:

  • Increase sales-ready leads with nicer website and easier ways for leads to engage
  • Generate lead intelligence: know what the lead was looking at before calling him and scoring leads that visit more often in order to engage them sooner
  • Automate the process of handling leads and following up
  • Implement lead alerts and auto-responses to prevent leads slipping through the cracks
  • Reporting to track which types of leads are coming into the site, and how well each category of leads are converting

The Cliffs listing detail