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case study

Roe & Co

Scaling a Modern Estate Agency: How Roe & Co Used Street.co.uk to Improve Efficiency and Strengthen Client Relationships

Founded by husband and wife duo Stephen and Kate, Roe & Co is an independent agency based in the North West, specialising in residential sales and lettings across Bolton. They offer a client-centric, personalised approach to estate agency, ensuring that each client has a single point of contact throughout their entire journey - from valuation all the way through to completion. This approach eliminates the frustration of being passed from one department to the next, creating a seamless, personal and positive consumer-experience. 

The Challenge 

Before coming on-board with Street.co.uk, Roe & Co faced several operational inefficiencies due to outdated and ineffective software. Their initial CRM worked for them for a while, but as they grew it struggled to manage key processes, particularly within sales and lettings progression. 

Their workflows lacked automation, meaning tasks such as tracking property enquiries, logging maintenance requests and keeping landlords informed were all handled manually, resulting in wasted time being spent on administrative tasks. 

These struggles reinforced the need for a CRM designed to scale with their business, prompting them to look for a system which could easily integrate into their agency and enhance their way of working by improving efficiency and consumer-experience. 

The Solution

Determined to find a better solution, Roe & Co arranged a demo with Street.co.uk and it was immediately clear this was the solution they had been looking for. 

They were particularly impressed by Street.co.uk’s mobile-first approach. The Street App has been a game-changer, especially for the lettings side of their agency. The landlord and tenant apps allow clients to log maintenance issues, approve contractors, upload documents, view their portfolio and more, all whilst being directly managed by the agent within the CRM. 

This significantly reduces the need for constant back and forth emails and phone calls between agent and both landlord and tenant, allowing the agents at Roe & Co to regain hours of time each week as well as significantly improve their client satisfaction.

“When landlords see how it works and how much easier it makes things for them, they buy into it straight away. They tell other landlords, and that’s how we’ve been growing so much.”

Automation features have played a key role in improving their efficiency. Compliance workflows and alerts ensure that key deadlines such as tenancy renewals and gas safety certificates are always up to date, and with everything being tracked automatically within the CRM it’s stopped things getting accidentally missed and causing unnecessary stress. 

“It just makes everything run so much smoother, and we’re not wasting time chasing documents or worrying about missed deadlines.”

The Results 

Since onboarding Street.co.uk, Roe & Co has experienced significant improvements across their operations. By reducing the amount of time spent on manual admin, the team has been able to focus on providing a better customer experience.

“Since switching to Street.co.uk our processes are so much smoother. We’re more efficient and not spending time on unnecessary admin”

One of the most significant improvements is that Street.co.uk has helped them to gain a stronger relationship with their landlords. The Landlord App helps to reassure landlords that their properties are being properly managed and offers full transparency as to what’s happening with their portfolio.. 

Having grown their lettings portfolio by 40% within the last year, it’s safe to say Street.co.uk is offering Roe & Co a competitive edge.

Not only has Street.co.uk been providing a better experience for landlords, but also for the agents at Roe & Co themselves. The AI document reader is a well-loved feature, its ability to time-stamp everything, as well as automatically pulling out important information from the documents, ensures that important dates are never missed and helps to provide a clear compliance trail. 

Even the smaller features have made a significant impact on their day-to-day operations, the recently added canvas feature, which allows agents to add notes to properties, has helped to ensure that key client details are easily accessible, making follow-ups smoother and more personal. “When I first saw it, I thought ‘Okay, that’s nice’. But now, I use it all the time!”

Street.co.uk is continuously evolving, with regular updates that refine its already powerful feature set. Features such as real-time email tracking and automation have helped to transform the way they interact with clients, making communication effortless and efficient. 

“I love that Street is always evolving. Every update makes a difference, and nothing's been added that I don't like.”

Why Street.co.uk works for Roe & Co?

Roe & Co’s clients have embraced the technology-first approach and the increased accessibility. Even less tech-savvy clients have benefitted from the streamlined processes, as agents are able to ensure they receive updates through their preferred communication channels. 

By adopting Street.co.uk, Roe & Co have modernised their operations, as well as positioning themselves as an agency who prioritises efficiency, transparency and customer experience. 

As the market evolves and technology starts to play an even greater role, Roe & Co have already set themselves apart by leveraging Street.co.uk’s automation, mobile capabilities, streamlined compliance features and much more. Their Street.co.uk success story demonstrates the game-changing impact of investing in the right CRM.

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