Overview

Filinvest Land, Inc. (FLI) is one of the Philippines’ largest full-range real estate developers, serving over 160,000 Filipino families across more than 2,500 hectares of developments. As digital channels multiplied, FLI needed a unified system to centralize data, streamline workflows, and strengthen lead acquisition tracking across multiple platforms.

Executive Summary

Facing issues in multiplatform integration, data reporting, and inconsistent analytics, Filinvest Land sought a more cohesive system to support informed decision-making. Through Zoho CRM, implemented with support from Devtac, Filinvest gained stronger visibility into lead sources, enhanced its analytical capabilities, and improved operational efficiency. As a result, the company now successfully tracks 75% of lead acquisitions across various digital touchpoints, enabling more efficient marketing operations and improved customer engagement.

Problem Statement & Key Challenges

Filinvest Land encountered several operational bottlenecks impacting productivity and decision-making:

• Multiplatform integration incompatibilities, leading to fragmented data.
• Inconsistent analytics and reporting, hindering the team’s ability to draw accurate insights.
• Data inconsistencies, putting the company at risk of competitive disadvantage.
• Increased operational costs due to manual backtracking and inefficient workflows.
• Limited visibility across marketing and lead channels, affecting customer satisfaction and growth strategies.

These challenges collectively slowed down operations and impeded the company’s ability to understand and optimize customer acquisition pathways.

Evaluation of the Problem

A deeper assessment revealed that FLI’s existing systems lacked the ability to:

• Consolidate customer and lead data across multiple marketing platforms.
• Generate real-time, reliable analytics for leadership teams.
• Provide a cohesive environment for data-driven decision-making.
• Scale with the company’s rapidly expanding digital initiatives.

Without a robust CRM ecosystem, Filinvest risked reduced competitiveness and inefficient marketing spend.

Proposed Solution

Filinvest Land evaluated Zoho CRM as a centralized platform to:

• Store large volumes of customer and transaction data.
• Backtrack and validate leads from various sources.
• Support scalable workflows capable of handling upgraded operational requirements.
• Improve reporting and analytics accuracy.

With Devtac’s support, Zoho CRM emerged as the tool best aligned with the company’s data management and tracking goals.

Implementation

Working closely with Devtac, Filinvest:

• Migrated relevant data into Zoho CRM for unified visibility.
• Refined workflows for streamlined lead tracking.
• Enhanced reporting dashboards for clearer data interpretation.
• Strengthened integration pathways between CRM and other digital channels.
• Completed training to ensure smooth user adoption across departments.

“Devtac provided quick support on platform use.” — Jay Baratilla, Head of Digital Marketing

Results

The Zoho CRM implementation delivered significant operational improvements:

• 75% of lead acquisitions now accurately tracked, creating stronger marketing visibility.
• Enhanced data consistency, enabling better strategic insights.
• Streamlined workflows, reducing manual processes and decision delays.
• Improved team productivity, powered by clear reporting and centralized data.
• More effective customer engagement, supported by better lead intelligence.

Filinvest Land now operates with a more informed, efficient, and data-driven approach—strengthening its mission to help more Filipinos achieve their dream homes.