Proposal and short-list generation
A manager sets the parameters, gets a proposal already shaped around the client, and edits it from there — 20 minutes for a finished proposal that used to take 70 hours.
Context
A regional sales office at a premium Cyprus developer, selling high-value residential and commercial property. Inventory is pulled in through partner portals from developers across Cyprus. We built the tool the office uses to assemble a short list, publish it as a PDF and as a web page, and see who was sent what and who opened it.
User flow before
A rep searched the partner portal for suitable properties, opened the page of each one to check which units were still available and whether any of them fit, and copied what they found into a spreadsheet. Then they opened a Google Slides template and built the client short list by hand.
Around 70% of that time went on finding units that were actually available and moving the same information from the portal into the spreadsheet, and from the spreadsheet into the deck.
User flow after
A short list starts from the lead when it is clear who it goes to, or from the project when it stays anonymous. Inside it a rep adds projects and sees the units in stock — a background agent keeps that inventory synchronised, so what the rep sees is current.
Three design variants, floor plans and construction completion dates are all there while the short list is being assembled. The rep never leaves the interface to produce a good short list or a comparison table as an Excel file.
Metrics
- The step that ate around 70% of the time — hunting for units that were still in stock and moving the same data from one tool into the next — is gone. A short list takes 20 minutes to prepare.
- No context switching: the rep stays in one interface, which is where the saved attention comes from.
- The design stays consistent for everyone and holds its level every time.
- Web short lists report when a client or partner opens them, which gives the rep a reason to write — “how do the options look?” — right after it happens.