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Introduction
Automation in real estate isn’t just about CRM and lead routing—it’s about how marketing actually gets done in the field.
For developers, builders and regional marketers, campaigns can stall when content has to be emailed, signage is ordered manually or stores have to guess which version to use.
Real estate workflow automation should include how your campaigns are built, delivered, customized and fulfilled. That’s where GearBox® by IRIS Strategic Marketing Support (IRIS) makes a difference—automating the messy middle between marketing strategy and on-site execution.
Where Real Estate Teams Lose Time and Visibility
1. Every Asset Requires Manual Edits
Need to update store hours, pricing or contact info? Someone has to open the file, re-export it and route it again. That’s a bottleneck.
2. Field Teams Don’t Know What’s Final
Multiple versions float around in emails and shared drives. Some stores use the wrong flyer. Others launch late or skip the update entirely.
3. Print Vendors Get Files Late
Campaigns are approved, but signage vendors aren’t looped in early—or at all. Installs miss their launch dates. Visibility suffers.
4. Marketing Teams Are Stuck Chasing Fulfillment
Creative is done, but execution isn’t. Marketing ends up tracking down dealers, files and proofs—over and over again.
What Real Estate Workflow Automation Should Include
Location-Specific Campaign Kits
Storefronts, communities or sales centers only see what applies to them—filtered by region, store type or role.
Editable Templates With Locked Design
Local teams can personalize the fields that matter—hours, contact info, units available—without breaking layout or compliance.
Automatic Routing to Vendors
Final assets go directly to signage and print vendors from within GearBox®. No attachments, no emails, no missed steps.
Usage Tracking and Launch Oversight
Marketing can see which campaigns have been downloaded, printed, installed and where execution is lagging.
Real Estate Marketing Teams Need More Than Project Management
Workflow tools are great. But if you’re still uploading PDFs manually or waiting on franchisees to customize files, you’re not really automating anything.
GearBox® gives real estate brands an actual operational layer—not just a task list:
- Campaigns are pre-built, localized and assigned by market
- Teams don’t download and edit files—they generate them with the right inputs
- Signage orders are routed without file uploads
- Marketing can view adoption by region or builder tier
This is how real estate teams stop chasing updates and start launching faster.
Use Case: How Ply Gem Delivered Real-Time Marketing to Dealers
Ply Gem needed to move fast across its dealer network with campaigns tied to product availability, seasonality and co-branded signage—without creating a full-time fulfillment team.
With GearBox®, IRIS helped Ply Gem:
- Segment campaigns by product and dealer type
- Lock critical branding while enabling dealer-level edits
- Route signage to vendors without email
- Track campaign adoption and asset usage across regions
Conclusion
If you’re building out a real estate workflow automation plan, don’t stop at CRM or sales processes. Think bigger. Think about how marketing materials move from the brand to the field—accurately, on time and fully customized by location.
GearBox® by IRIS automates the content delivery, asset generation and vendor routing your marketing team needs to scale—without giving up control.
Talk to IRIS to see how your next launch can move faster and stay fully aligned.
