Case study

Private real estate investment club with automated funnel and VIP member management

This project was developed for Elyra Homes, an exclusive real estate investment club focused on promoting construction and real estate projects in markets such as Spain and the United Arab Emirates. The platform combines a premium visual presence in WordPress with a private member management system, automated acquisition and connection with international ambassadors.

The challenge

Elyra Homes needed a platform capable of transmitting exclusivity, presenting past, current and future real estate projects, and correctly filtering candidates before sending them to an advisor. The objective was not to receive any contact, but to capture truly qualified profiles for a private investment club.

  • Transmit a premium image aligned with an exclusive investment club.
  • Present old, current and new real estate projects clearly.
  • Explain the business model and value proposition for investors.
  • Filter candidates before connecting them with an advisor.
  • Manage members, balances and investment information from a private environment.
  • Facilitate candidate reception from international ambassadors.

The proposed solution

A WordPress platform was developed with premium design and a structure focused on investor acquisition. Behind the visible part, a private CRM was planned to manage members, statistics, investment information and connection with brand ambassadors in other countries.

  • Premium WordPress website focused on real estate investment.
  • Presentation of past, current and future projects.
  • Sections to explain the business model and the club’s differential value.
  • Automated funnel to capture and filter candidates.
  • Qualified profile routing toward advisors.
  • Private CRM for member management.
  • Dashboard with statistics, charts and information for each member.
  • Tracking of balances and investments.
  • Connection with international ambassador system.
  • Structure prepared to scale acquisition in different countries.

How the project was developed

Premium presence design

A website was created visually aligned with an exclusive investment club, taking care of trust, value and high-level perception.

Real estate project structure

Past, current and future projects were organized to show track record, vision and investment opportunities.

Qualified acquisition funnel

An automated flow was planned to receive candidates, filter their profile and send only the most valuable opportunities to the final advisor.

Private member CRM

An internal structure was designed to manage members, balances, investments, statistics and relevant data from a private environment.

Ambassador system

The platform connects with another management environment to facilitate candidate acquisition through brand ambassadors in different countries.

Project impact

Premium image

The platform transmits exclusivity and trust for a high-value investor audience.

More qualified acquisition

The funnel filters candidates before sending them to an advisor, reducing time wasted on unsuitable profiles.

Private member management

The CRM allows information, balances, statistics and the evolution of each member to be consulted from a centralized environment.

International scalability

The system facilitates the entry of candidates from ambassadors in different countries.

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