Real Estate Firm Modernizes Communications with Dialpad

The Challenge

Sunrise Communities, a real estate company, was operating on a phone system that no longer matched the way their business worked. As a real estate organization, their team needed to be reachable whether they were in the office, at a property, or meeting with clients. The existing system was rigid, tied to desk phones, and lacked the flexibility that a modern real estate operation demands.

The company’s leadership recognized they needed a communications platform that could keep up with their team’s mobility, provide a professional experience for clients and prospects calling in, and consolidate their communications into a single system rather than the patchwork of desk phones, cell phones, and workarounds they had been relying on.

However, the phone system market is crowded and confusing. Sunrise Communities did not have the time or in-house expertise to evaluate dozens of vendors, compare feature sets, negotiate contracts, and manage an implementation. They needed a partner who could run the process for them and deliver the right solution.

Key challenges included:

• Outdated phone system that did not support the mobility a real estate team requires
• Staff splitting between desk phones and personal devices, creating an inconsistent client experience
• No internal expertise to evaluate the crowded UCaaS market and identify the right fit
• Need for a professional, reliable system that reflected the quality of their brand when clients called

Our Approach

We ran a structured phone system evaluation and implementation process so Sunrise Communities could focus on running their business while we handled the technology decision and transition.

Phase 1: Needs Assessment (Weeks 1-2)

We worked with Sunrise Communities’ leadership to understand how their team communicated day to day. We mapped call flows, identified where the current system was falling short, and documented the features that mattered most: mobile app quality for agents in the field, call routing that ensured no client call went unanswered, voicemail-to-text for quick message review between showings, and a system that was simple enough that the team would actually use it.

Phase 2: Vendor Evaluation and Selection (Weeks 2-4)

We evaluated multiple UCaaS platforms against Sunrise Communities’ specific requirements, weighing call quality, mobile experience, ease of administration, and total cost of ownership. Dialpad emerged as the best fit for their needs based on its strong mobile application, AI-powered call features like real-time transcription, intuitive interface that would drive adoption, and pricing that aligned with their budget.

We handled the contract negotiation with Dialpad, securing favorable terms and ensuring the agreement was structured to support Sunrise Communities as they grew.

Phase 3: Implementation (Weeks 4-7)

We managed the full implementation, including number porting, call flow configuration, user setup, and training. The transition was designed to be seamless so that clients calling Sunrise Communities experienced no disruption. Every team member was set up with the Dialpad desktop and mobile apps, giving them a single system that worked from the office, from properties, or from anywhere.

The team was trained on the features most relevant to their daily workflow, ensuring adoption was immediate rather than gradual.

Results

Sunrise Communities replaced their outdated phone system with a modern platform that works the way their team does:

• Modern cloud phone system deployed across the entire organization with Dialpad
• Full mobile access so agents and staff stay connected from any location
• Professional call experience for every client interaction, whether answered from the office or in the field
• AI-powered features including real-time transcription and voicemail-to-text for faster follow-up
• Single communications platform replacing the previous mix of desk phones and personal devices
• Simple administration that does not require dedicated IT staff to manage

Client Feedback

“Kyle and his team took the entire phone system project off our plate. We did not have the time to research vendors and figure out which platform was right for us. They evaluated the options, recommended Dialpad, handled the negotiation, and managed the whole implementation. Our team was up and running on a system that actually works for how we operate. It was exactly what we needed.”

• Andrew Kuhn, CEO, Sunrise Communities