Backed by the international real estate brand ERA Real Estate, ERA AntPlus is a trusted franchisee and one of the pioneering companies in Vietnam’s real estate brokerage and distribution sector. With a strong focus on sustainable growth and building a professional sales organization, ERA AntPlus has consistently embraced technology to optimize team performance and enhance customer service quality.

As part of this journey, ERA AntPlus chose Cogover CRM - a No-code & AI-native CRM platform that can be deeply customized to business-specific operations to build a data management and sales process system tailored to the needs of the real estate industry. With this solution, Cogover helps the company unify data, automate complex business workflows, and strengthen control over property inventory as well as sales team performance.

About ERA AntPlus

An international real estate franchisee in Vietnam

ERA AntPlus is a trusted franchisee of ERA Real Estate, an international real estate brand, and one of the pioneering companies in Vietnam’s real estate brokerage and distribution sector. With a strong focus on sustainable growth and building a professional sales organization, ERA AntPlus has consistently embraced technology to optimize team performance and enhance customer service quality.

In the real estate industry, where each transaction carries high value and the sales cycle is often long, the ability to manage project, property, and customer data accurately is a mission-critical factor that directly determines business performance.

Challenge

Rapid project growth, but fragmented management systems

As the number of distributed projects continued to grow, ERA AntPlus realized that traditional data management methods were becoming a major barrier. They not only slowed down the sales team but also directly affected the leadership team’s ability to make timely and accurate decisions.

• Fragmented and incomplete data: Information about properties, customers, and transactions was scattered across multiple sources. This made data retrieval difficult and prevented the company from having a comprehensive view of its property inventory and the status of each unit.
• Customer data loss: Customer data was stored manually across Excel files, Zalo conversations, and individual sales files. When salespeople left the company, customer data could leave with them, creating the risk of losing potential customer information and affecting business revenue.
• Severe duplication and data errors: Without a duplicate-checking mechanism, the same unit or the same project could be entered multiple times by different employees. Inaccurate data led to inaccurate business decisions due to misleading information.
• Property inventory disputes and unclear access control: There was no clear distinction over which products were managed by whom. Internal disputes among salespeople over property inventory occurred frequently, consuming time and affecting team morale.
• Manual, slow, and non-visual reporting: The leadership team spent significant time consolidating sales data from multiple sources. There was no dashboard to track the performance of each employee and each project in real time.
• Unstandardized collaboration processes: Workflows between sales teams, project managers, and the leadership team had not been digitized. Property information was not updated in a timely manner, causing customer engagement opportunities to be missed.
• Lack of mobile operation tools: Real estate sales teams often work in the field, but they did not have a mobile app to look up property inventory, update property status, or search customer information anytime, anywhere.

Solution

A CRM platform deeply customized for real estate operations

Cogover designed a dedicated CRM solution for ERA AntPlus, focusing on five key pillars to address the entire chain of challenges, from project data standardization and property inventory control to sales team performance improvement.

1. Unified data across the real estate value chain

All data related to Projects – Properties/Units – Customers – Contracts – Employees is connected and managed on a single platform. Each real estate product is enriched with specialized information, including selling price, sales fee, legal status, unit type, image/video links, and activity history. All information can be instantly accessed on both web and mobile app.

Goal: Eliminate fragmented data across multiple sources.

2. Duplicate control and transparent property inventory management

The system uses an advanced duplicate-checking mechanism based on three simultaneous conditions: Unit Code – Project – Subdivision. This helps almost completely eliminate data duplication. At the same time, private/public visibility settings for each property, combined with strict access control, ensure that only the Owner and Admin can make edits. As a result, property inventory is managed more fairly, while internal disputes are significantly reduced.

Goal: Reduce data errors and duplication by 90%.

3. Automated update workflows and intelligent alerts

Cogover Process sets up automated triggers to send email notifications to employees or admins when a property has not been updated after 10 days and 30 days. Salespeople no longer “hold” listings without follow-up, while every customer engagement opportunity is tracked and reminded in a timely manner.

Goal: Ensure no customer engagement opportunity is missed.

4. Personalized sales dashboards and real-time reporting

Each employee can view their own total sales, total sales fees, and transaction details. Admins can quickly and accurately monitor business performance across the entire system by project and by employee. The system also supports automated quotation template generation and file export, helping shorten the time required for operational tasks.

Goal: Reduce reporting time by 70%.

5. Mobile operations and bulk property inventory upload

The sales team can use the mobile app to look up property inventory and update property status directly in the field. The system also supports bulk property inventory upload based on standardized templates, allowing new projects to be added to the system within minutes instead of manually entering each property one by one.

Goal: Enable anytime, anywhere operations while reducing manual data entry time.

“As a partner working alongside Cogover, I highly appreciate the professionalism, dedication, and implementation capability of the team throughout the digital transformation project for ERA AntPlus. The CRM solution designed by Cogover has made our operations leaner, more transparent and efficient, especially in data management and property inventory control. With this platform, ERA AntPlus is now operating stably, our sales team has become more proactive, and the leadership team can monitor performance in real time.”

Mr. Nguyen Duc Nhan, CEO of ERA AntPlus

Results

From fragmented data to a lean and transparent operating system

After implementing Cogover CRM, ERA AntPlus recorded clear improvements in data management, property inventory control, and sales team performance.

• First, the duplicate-checking mechanism helped reduce data duplication and input errors by up to 90%. As a result, the company’s property and customer database became more accurate and reliable.
• The adoption of automated reminders also helped the sales team become more proactive in updating property information. Properties in the inventory are now monitored regularly, ensuring that employees do not miss customer engagement opportunities.
• In addition, the clear access control mechanism has helped build a more transparent and fair working environment in property inventory management. Internal disputes have been significantly reduced, allowing the sales team to focus more on selling activities.
• For the leadership team, the intuitive dashboard provides a comprehensive view of revenue and performance by employee and by project. With data updated in real time, business performance evaluation and strategic decision-making have become faster and more accurate.