The problem
Elevant's acquisitions ran out of a hand-built workbook. A workbook holds what you already know. It cannot tell you what changed on a property this week, or who is actually behind the company on the deed. The obvious fix was renting a generic sales CRM, which stores the same stale rows behind a nicer interface.
What we built
Beacon is one system, not a CRM bolted onto a spreadsheet. It builds the property database from public parcel records, resolves the holding companies on the deeds to real people through the state corporate registry, and queues the uncertain matches for a human instead of guessing. A standing watch over public records ranks the day's call list by what changed, and each row opens a call sheet written with that property's own numbers. A deal record then carries each conversation from first call to decision, with stages, tasks and activity history, and every owner-facing report waits in an approval queue until a human signs it off.
The result
The call list writes itself from public records.
Scheduled harvests surface what changed in the last week, ranked and ready with the property's phone number where one is on file.
Also shipped
- Call sheets personalized with each property's own numbers
- An approval queue that holds every owner report until a human signs off
- Provenance on every field, so any number can name its source