How we help a real estate company reduce operational cost with monday.com project management

About the Company:

Our client has grown into a leading player in the property market, with more than 40,000 employees working across 70 countries. The company provides expert advice in residential, commercial, and rural real estate.

Industry : real estate
Location :UK

Summary:

Monday.com project management for a real estate company. 

A global real estate and construction leader, partnered with CloudCache Consulting to streamline its fragmented marketing and project workflows using monday.com. We customized monday.com by building centralized request boards, campaign planners, real-time dashboards, and automated construction tracking tools. This improved team collaboration, eliminated manual tasks, and enhanced visibility across 17 divisions. With CloudCache’s expert implementation, the client saved over £200,000 in operation costs and significantly boosted ROI from internal marketing and project teams.

Customer Challenges:

Despite having talented staff, they were not being used effectively. Their marketing teams were struggling with several operational issue, Like:

• Teams were working in silos without shared processes.
• Marketing requests were disorganized and came from different directions.
• There was no centralized way to track workload or measure campaign ROI.
• A lot of the team’s time was spent on administrative tasks like name tags and business cards.
• The company struggled to maintain consistent branding across teams and sectors.

These inefficiencies made it difficult to showcase the true value of the marketing department. The client needed a better way to unify processes, improve team productivity, and get more value from its marketing budget.

Solutions:

To modernize their internal operations, We deployed monday.com project management. The platform was tailored to support both their marketing team and construction project teams.

Here’s how the solution was designed and implemented step by step:

Created Centralized Marketing Request Board

• A custom request form was built using monday.com Forms.
• Each submission automatically populated a centralized Marketing Request Board.
• Fields included request type, priority, team, expected delivery date, and budget.
• The board used status columns and priority labels for quick filtering.

Automation: When a request was tagged as “Business Cards” or “Templates,” the system triggered a pre-built email with a link to editable, on-brand templates — eliminating repetitive admin work.

Designed Visual Dashboards for Leadership Visibility

A Marketing Overview Dashboard was created with widgets tracking:

• Number of requests per week
• Resource allocation by team
• Campaign performance metrics
• ROI indicators

Automation: Every task completion updated KPIs in real-time so Vix and senior leaders could assess impact at a glance.

Built a Campaign Planning Board

• This board was used to plan, assign, and track multi-channel campaigns.
• Each row was a campaign, and columns included channel (email, print, events), audience, creative assets, and deadlines.
• Linked boards showed tasks assigned to design, content, and media teams.

Automation: Deadlines triggered reminders to assigned team members 2 days before due dates, ensuring timely delivery.

Implemented Construction Management Workflows

For their construction project teams, we created:

• A Project Pipeline Board to track all property development and construction projects across regions.
• Columns included project phase (Design, Approvals, Execution), budget, timeline, and key contacts.
• A Subcontractor Coordination Board for tracking vendor activities, safety checks, and site visits.
• A Defect Management Tracker to handle punch list items, escalations, and handovers.

Automation & Dependencies:

If a project moved to “Execution,” the system automatically:

• Notified site managers
• Updated the live construction calendar

Enabled Cross-Team Collaboration

• Marketing and PR now work together using a shared content calendar board, reducing the need for endless meetings and email threads.
• Construction managers and the internal design team share asset boards to ensure on-site visuals and sales materials are aligned.

Automation: When marketing campaigns were tied to live construction projects, dependencies were set so that:

• Delays in construction auto-alerted the campaign lead

Results:

After implementing monday.com, The client saw major improvements in how their marketing team worked and delivered value to the company:

• Full Service Coverage: The marketing team expanded support from 4 divisions to all 17 internal departments.
• Cost Savings: By taking on more creative work internally, The client saved over £200,000 in outsourcing costs.
• Improved Focus: Automation helped reduce admin workload, allowing staff to concentrate on more strategic projects.
• Better ROI Tracking: Using dashboards, the leadership team could now easily view the impact of marketing campaigns.
• Cross-Team Collaboration: Other departments like PR also began using monday.com, resulting in fewer meetings and better coordination.

Technology and Tools Used:

Monday.com project management

Final Words:

By centralizing communication, automating low-value tasks, and improving transparency, The client unlocked the full potential of its internal talent.This case proves how monday.com is not just a project management tool—but a powerful CRM-like platform for the real estate industry that supports better planning, coordination, and measurable results. You can read our other clients’ reviews on Upwork.