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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of TREM Group IDXBoost CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Cervera Real Estate Construction and Real Estate 15 $2M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2021 n/a In 2021 Cervera Real Estate implemented TREM Group IDXBoost CRM on their website, deploying TREM Group IDXBoost CRM as a Real Estate CRM to centralize online property display and prospect capture. The deployment is web-embedded on the corporate site and targets a single small brokerage environment with roughly 15 employees, concentrating on sales and marketing workflows around listing discovery and lead intake. The implementation configures core Real Estate CRM capabilities including contact management, lead capture forms, property search and display powered by IDXBoost functionality, and basic client engagement workflows such as saved searches and activity timelines. Configuration emphasizes lightweight CRM records, property-match workflows for agent follow-up, and tagging for simple audience segmentation to support listing-specific outreach. Operational coverage is focused on website-driven lead generation and agent-level follow-up, with administrative controls exposed through the site CMS or IDXBoost admin console to manage listings, form routing, and contact assignment. Governance for this small firm approach is centered on direct agent adoption and centralized web configuration rather than multi-site rollout, keeping operational ownership with the sales and marketing functions.
Echeverry, Lena - Adamo Properties Leisure and Hospitality 73 $7M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2021 n/a In 2021, Echeverry, Lena - Adamo Properties deployed TREM Group IDXBoost CRM as its Real Estate CRM on the public Miami Properties website. The implementation positions TREM Group IDXBoost CRM as the primary web facing capture and listing display layer for the firm’s online property inventory. The deployment implemented IDX driven listing search and on site lead capture that create and enrich contact records inside TREM Group IDXBoost CRM, enabling automated lead creation and basic CRM workflow automation typical of Real Estate CRM platforms. Functional capabilities configured include on site listing display, contact management, lead routing into pipelines, and automated follow up workflows mapped from website inquiry forms. Configuration focused on form to lead mapping and property record association so inbound inquiries populate structured contact and listing records. Operational coverage targeted Sales and Marketing functions, providing agents and marketing staff centralized access to captured leads and listing interaction histories across the firm’s United States operations. The website integration supports listing syndication via IDX while routing inbound leads into CRM pipelines for agent follow up, with role based visibility configured to reflect the company size and agent responsibilities. Administrative controls were limited to designated CRM administrators to manage listings, lead assignment rules, and user permissions. Governance centered on centralized CRM administration and standardized lead handling workflows, with an emphasis on web integration, CRM pipeline management, and agent level access control. TREM Group IDXBoost CRM is the authoritative contact and listing record for Adamo Properties and is instrumented to maintain consistent contact data and listing associations from the website.
Gator Investments Construction and Real Estate 35 $5M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2021 n/a In 2021, Gator Investments deployed TREM Group IDXBoost CRM on their public website, establishing a cloud-hosted Real Estate CRM presence for lead capture and listing display. The implementation is centered on the company website as the primary inbound channel, reflecting a compact deployment aligned to a 35 person firm operating in construction and real estate. TREM Group IDXBoost CRM was configured to provide standard Real Estate CRM capabilities including IDX-enabled property display, web lead capture forms, centralized contact and lead records, basic CRM workflows, and email nurture templates. Configuration work focused on mapping website lead fields into contact records and establishing property metadata to support search and listing pages. The deployment is integrated directly into the website front end to surface IDX listings and capture prospect information, with inferred cloud delivery ensuring updates are managed by the vendor and embedded via site scripts or widgets. Operational coverage is primarily sales and marketing functions, where captured leads are routed to agents and marketing users for follow up and listing promotion. Governance centered on user access controls, simple lead routing rules, and standardization of contact data for consistent follow up, with staged configuration to match the firm size and staffing. Training and role based access were emphasized to operationalize CRM workflows without a multi‑vendor integration footprint.
Professional Services 20 $2M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2019 n/a
Construction and Real Estate 10 $1M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2021 n/a
Construction and Real Estate 10 $1M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2022 n/a
Construction and Real Estate 12 $2M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2021 n/a
Non Profit 10 $1M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2020 n/a
Construction and Real Estate 10 $1M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2019 n/a
Construction and Real Estate 10 $1M United States TREM Group TREM Group IDXBoost CRM Real Estate CRM 2019 n/a
Showing 1 to 10 of 16 entries

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