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Forton, Cushman & Wakefield

  • Forton, member of Cushman&Wakefield
  • COREFIN Property Management, COREFIN Client Portal, Power BI
  • 2017

COREFIN revolutionizes day-to-day operations through the introduction of a seamlessly integrated digital core business platform

Forton is a leading commercial real estate advisory company, a Member of the Cushman & Wakefield Alliance for Bulgaria and part of Realto Group.  The business of Realto Group comprises real estate agencies and advisory companies with more than 25 years of experience on the Bulgarian market.

Recognizing the need for more efficiency in daily operations and dedicated client interaction, Forton’s management acknowledged that a resilient digital platform will enhance employee productivity. The company operates across 8 departments, each catering to specific business areas or property types. However, instances of overlapping opportunities among departments have been recurrent. This overlapping made it challenging for management to monitor team performance, track the opportunity pipeline, and ensure consistent service quality for clients.

Over time, Forton understood the criticality of an efficient information repository for past client interactions and business history. The existing CRM system was not agile enough to capture the nuances of the diverse work and services spanning all departments.

To address these challenges, COREFIN has replaced the existing CRM platform with a comprehensive solution: the out-of-the-box Microsoft Dynamics CRM in conjunction with the COREFIN Property Management solution, both built on MS Dynamics 365, providing comprehensive management of the property sales life cycle. This solution seamlessly integrates with Office 365, Microsoft SharePoint, and Power BI.

A robust two-level approval system has been introduced to ensure rigorous adherence to company procedures by employees.

Furthermore, a user-friendly web portal has been developed for both employees and clients, facilitating seamless interaction and information entry anytime, anywhere, and from any device. This enhancement empowers Forton to deliver exceptional service and 24/7 information access to their corporate clients.

Fully integrated and automated core business platform and a single point of truth
Real-time bespoke reporting eliminating the need for manual data collection and minimizing human errors
Empowering employees with the flexibility to access information anytime and anywhere using their mobile devices
Increased efficiency within sales teams and enhanced visibility into productivity metrics
Implementation of an innovative bonus scheme tied to individual performance

‘’The transformation to a fully digitalized company has brought numerous advantages and allowed us to focus on what we are best at.’’

Michaela Lashova
Managing Partner
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