Partnerships
Impact
We embed with our partners, build systems around their operations, and stay responsible for outcomes. These are the results.
The Challenge
A multi-community property operator needed cleaner coverage across leasing calls, after-hours demand, staff handoffs, and lead follow-up. Community managers were overloaded, some calls were going to voicemail, follow-up visibility was inconsistent, and leadership had no simple operating view of which leads needed action.
The Partnership
Truvo deployed an 8-week pilot across 3 communities. The system handled inbound sales calls, after-hours inquiries, English and Spanish conversations, inventory questions, tour booking, staff transfer and overflow, qualified lead submission into the client back-office workflow, and weekly operating reports.
The Result
The pilot handled 184 reportable calls, captured 86 leasing leads, booked 17 tours, answered 40 after-hours calls, and submitted 109 BackOffice records. Every qualified lead that met submission rules was submitted into BackOffice without a failed CRM submission.
184
Reportable Calls
86
Leasing Leads
17
Tours Booked
109
BO Records
Operating proof
The pilot moved from AI-first routing to staff-first overflow after community feedback, improving staff adoption while preserving missed-call capture.
Implementation Lessons
De-identified study
Client name, community names, private lead data, and internal screenshots are withheld. The metrics shown here are high-level operating results from the production workflow.
The Challenge
Wolf Commercial Real Estate — a full-service commercial brokerage managing 200+ properties and 6.5 million square feet across Southern New Jersey, Greater Philadelphia, and the NY Metro — was processing hundreds of inbound inquiries across phone, email, and web forms. Under Managing Principal Jason Wolf, the firm had grown rapidly since its founding in 2012 and earned CoStar Power Broker Awards five years running, but leads were falling through the cracks and response times averaged over 4 hours.
The Partnership
Truvo embedded with the WCRE team to understand their intake operations end-to-end. We designed and deployed a unified intake system that captures, qualifies, and routes every inquiry automatically — integrating with the workflows their brokerage and property management teams already relied on.
The Result
Every lead is now captured and qualified within minutes — and the system runs 24/7 without manual intervention. The brokerage team focuses on closing deals, not chasing data. WCRE's agents across their NJ, PA, and NY offices operate from a single intake pipeline with full visibility. Truvo continues to operate and evolve the system as WCRE grows.
<5 min
Response Time
Live
Workflow Status
24/7
Coverage
Built in
Review Path
“Truvo became our operational backbone. Our agents close deals now, not chase data.”
The Challenge
A commercial brokerage team needed a cleaner way to manage property inquiries, listing context, broker handoffs, and follow-up visibility. The team had valuable market data, but client-facing intake still depended on manual lookup, scattered email threads, and brokers remembering which next step belonged to which opportunity.
The Partnership
Truvo built a brokerage operations layer around the way the team already worked. The system connected listing intelligence, inbound inquiry context, broker routing, activity tracking, and AI-assisted follow-up into one operating surface instead of forcing the brokerage team into a generic CRM.
The Result
The brokerage workflow now gives the team a central place to search property context, capture inquiries, route next steps, and keep follow-up visible. The system is positioned to scale from a single brokerage deployment into a repeatable product line for commercial real estate teams with similar intake, search, and broker-coordination problems.
Live
Workflow Status
CRE
Market
Listings
Data Layer
Broker-led
Model
Operating proof
The strongest opportunity is not another listing site. It is a broker-facing operating layer that makes every property inquiry easier to qualify, route, and follow through.
Implementation Lessons
De-identified study
Client name, community names, private lead data, and internal screenshots are withheld. The metrics shown here are high-level operating results from the production workflow.
The Challenge
Doliver Advisors — a Houston-based wealth management and investment firm managing over $550 million in assets since 1988 — was running deal pipeline, capital calls, and portfolio reporting across spreadsheets and disconnected tools. Every capital call meant hours of manual reconciliation. Every pipeline update required someone to open three systems and cross-reference data. With a growing wealth management practice and a quantitative strategy focused on the closed-end fund niche, the team was spending more time on operational overhead than on the work that actually generates returns.
The Partnership
Truvo embedded with the Doliver team and architected a complete deal flow system — from deal intake and pipeline management to capital call tracking and portfolio analytics. Every component was built around how the team actually operates, integrating with their existing processes rather than forcing a migration.
The Result
The team now operates from a single system with real-time visibility across their entire portfolio. Capital calls that took hours are now automated. Pipeline updates happen in one place. The operational overhead that comes with managing $550M+ in assets is handled systematically — freeing the team to focus on investment decisions, not data entry.
Live
Workflow Status
Human-led
Operating Model
Centralized
System Visibility
Built in
Review Path
“We didn't need another tool. We needed someone to architect and run our operations.”