Hello Courtier has chosen RowShare to organize its marketing outreach. Branch manager Luidgi Ciavarella shares why he made this choice.
Could you give us a brief description of your company and your role in it?
Hello Courtier is a network of real estate brokerage and borrower insurance agencies. Created by Medhi Dziri, who has 14 years of experience in this field, the company now has 25 specialist brokers in 5 branches all over Paris. We are a quickly growing SME.
My name is Luidgi Ciavarella, the manager of the Paris Le Marais branch. I lead a team of 7 brokers and support my clients in carrying out their real estate projects. I also lead our network of business facilitators.
What business challenge were you trying to solve when you became interested in RowShare?
We were looking for a tool to help us improve collaboration among all the people working at Hello Courtier (brokers, branch managers, and our president) and our external partners (real estate agencies, notaries, promoters, builders, estate advisors, etc.). The main challenge was monitoring our marketing outreach so that the information would be better organized and better structured, and would flow better among us.
How were you dealing with this problem before using RowShare?
Until then, everyone created their own Excel file to suit their needs. So a broker would regularly send their file to their branch manager, who would validate and aggregate the information before sending it on to the company president, who then had to aggregate the information at a higher level.
Of course, we had planned on some paths for improvement, like working in a shared dashboard (Excel Online or Google Sheets), but this wasn’t suitable for our confidentiality needs: it was out of the question that everyone be able to see and edit information entered by someone else. We also use financial simulation software that is necessary for our business, but it’s not at all collaborative. Finally, we had planned on setting up a CRM, but some of the functional coverage with our business software was too large, and furthermore, setting up a CRM just to monitor business wouldn’t have made sense.
RowShare: Why did you choose our product over the alternatives?
We loved the rights management features: simple but powerful. Every user can only see their own data, directors can see their team’s data, and our boss can see everything, all without spending time configuring rights. So we have centralized monitoring dashboards that are always up-to-date, and where everyone can access their own data.
We especially appreciate the collaborative features, like alerts: when a reminder is planned, the relevant broker will be automatically reminded at the right time. We’re also interested in the possibility of inserting attached files to the dashboard, although we haven’t implemented this yet.