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  • CASE STUDY | REAL ESTATE INVESTMENT AND DEVELOPMENT

Two deal types. One CRM. Built and live in five weeks.

A leading US real estate investment and development firm consolidated its capital finance pipeline from two legacy systems (Pipedrive and Dealpath) into a purpose-built monday.com CRM. Trundl configured relational deal boards, dual deal type architecture, Outlook integration, and executive dashboards, delivering sign-off in five weeks.

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5 weeks discovery to sign-off
2 deal types supported
3 executive dashboards
Outlook email and task sync
  • ON THIS PAGE
Industry Real Estate Investment and Development
Solution monday.com CRM Implementation
Legacy Systems Pipedrive and Dealpath
Timeline 5 weeks, discovery to sign-off
Partner Tier Atlassian Platinum Solution Partner
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  • THE CLIENT

Who is the client?

A leading specialist in US multifamily real estate investment and development focuses on high-yield opportunities in supply-constrained markets, managing the full lifecycle from investment and development through construction and management. With deal activity tracked across fragmented legacy CRM tools, the Capital Finance team lacked a unified, real-time view of pipeline health.

  • THE BUSINESS CHALLENGE

Fragmented pipeline. No unified view.

01

Fragmented Data

Deal, organization, and contact data was split across Pipedrive and Dealpath with no clean relational structure for multi-owner deals.

02

Visibility Gaps

No automated, real-time view of pipeline health or deal velocity existed for leadership.

03

Integration Needs

Calendar events, tasks, and emails needed to sync through Outlook without manual data entry.

04

Dual Deal Architecture

JV Equity and Debt Deals required separate tracking while remaining visible in a unified dashboard view.

  • PROJECT OBJECTIVES

A single, structured CRM for the Capital Finance team.

01

Relational CRM Structure

Build a clean environment correctly linking Deals, Organizations, and Contacts.

02

Pipeline Visibility

Give leadership real-time dashboards on deal stage, ownership, and next steps

03

Reporting

Deliver executive dashboards tracking pipeline health, deal velocity, and forecast versus actuals.

04

Operational Continuity

Preserve historical data from legacy systems while eliminating duplicate data entry.

  • THE TRUNDL SOLUTION

A tailored monday.com CRM built for deal complexity.

01

Custom Board Configuration

Developed specialized boards for Deals, Organizations, and Contacts with relational integrity, ensuring multi-owner deal structures were correctly represented.

02

Dual Deal Type Architecture

Configured JV Equity and Debt deal tracks as distinct pipelines with cross-links for unified executive dashboard views.

03

Advanced Automations

Deployed native monday.com automations and external integrations (including Make.com) to streamline deal stage transitions and reduce manual steps.

04

Outlook Integration and Legacy Migration

Synced tasks and email tracking through Outlook, and imported Pipedrive historical activity into Organization pages for continuity without polluting the live pipeline.

  • DELIVERY HIGHLIGHTS

Quality, value, and speed.

QUALITY Red to sign-off

Mid-project automation complexity triggered a red-status flag. Trundl resolved the feature gap and closed to sign-off without scope reduction.

TIME TO MARKET 5 weeks

Discovery to final walkthrough within the agreed framework.

VALUE ADD Unified pipeline

Capital Finance leadership gained a single, real-time view of JV Equity and Debt deal health, with Outlook sync eliminating manual entry.

  • FAQ

Frequently asked questions.

What deal types does the CRM support?

JV Equity Deals and Debt Deals, each tracked as separate pipelines with cross-linked views in unified executive dashboards.

How was historical data from legacy systems handled?

Pipedrive historical activity was imported and displayed on Organization pages in monday.com, preserving continuity without polluting the live pipeline.

Does the system integrate with email?

Yes. Outlook integration syncs calendar events, tasks, and email tracking directly within the CRM.