Jeffrey Ross is a forward-thinking estate agency based in Cardiff, specialising in both sales and lettings.
With seven branches across the city and beyond, they are dedicated to providing a professional, comprehensive service that covers sales, lettings, and property management.
From high-quality photography to full property management, Jeffrey Ross delivers a seamless experience for its clients, maintaining innovation and excellence in everything they do.
Challenges faced by Jeffrey Ross
Prior to adopting Bridge Ai, Jeffrey Ross was spending significant time manually screening applicants each day. The process was inefficient and added to their already heavy workload, particularly with the task of recording detailed notes for every applicant.
Coordinating access and managing communications with applicants further compounded the issue, creating a time-consuming process. Managing a high volume of new and existing applicants while maintaining exceptional service standards became a constant challenge.
Looking for a solution
Jeffrey Ross explored a variety of software providers to address these challenges but struggled to find a suitable solution. In 2021, they even developed their own in-house software. However, due to technical issues and development roadblocks, they had to shelve the project.
After trying multiple other providers without satisfaction, they were introduced to Bridge Ai. The solution provided everything they needed and more—offering a seamless process for applicants with the added benefit of AI-enhanced features that aligned perfectly with their requirements.
Why Bridge Ai?
The decision to adopt Bridge Ai was a no-brainer for Jeffrey Ross. They were impressed by the round-the-clock support available via WhatsApp and email, and the AI-powered assistance to respond to applicant inquiries was a game changer. The customisable applicant qualification aligned seamlessly with their own internal processes, and the integration with their CRM allowed for smooth data management. Furthermore, intelligent appointment scheduling assigned applicants to the right negotiator, factoring in travel times and sending same-day confirmations.
“We are delighted with the partnership between Alto and Bridge Ai – after all, most ‘quality’ applicants are online whilst the office is closed so having the ability to book viewings in outside of office time has not only saved time, effort and cost but has given the applicant and consumer a much smoother journey from enquiry to viewing.”
The Results
Time Saved
Over 1,000 hours of administrative work saved annually.
Increased Productivity
Freed up valuable time for business growth and other high-priority tasks.
Streamlined Lead Management
All leads were managed within a single CRM, providing a more efficient workflow.
24/7 Service
The integration provided continuous support for applicants, ensuring no inquiries were missed outside of office hours.
