Citévo: simplified operations with monday.com

Founded in 2012 by Edwin Carpentier and Nicolas von Nagel, Citévo is shaking up the land market. Its business is creating housing in dense areas and within existing single-family neighborhoods. Through land engineering operations, Citévo offers floor space better suited to today’s demand, which limits urban sprawl onto farmland and natural areas. In 2021, to organize its land division and real estate development business, Edwin Carpentier chose to implement monday.com with Synolia. For the company, it was a foundational project touching every function…

Centralizing information and making life easier for employees

With its headquarters in Île-de-France and eight regional offices, Citévo’s land business is split between land division and real estate development. Business development teams are responsible for finding land, while project management teams handle each file from offer acceptance to final closing.
Until 2021, all employees used Excel files shared on a drive.

But as the company grew, it became increasingly difficult to track project information efficiently.

So, to make it easier for teams to share information and to gain visibility into the business, Citévo founder Edwin Carpentier decided to implement a collaboration tool. One that would be easy to learn and would make life simpler for his employees…

The Citévo brief

A collaborative solution to access information in one central place and get data on our business lines.

For this digital transformation project, Edwin Carpentier went looking for a collaborative solution suited to both sales teams and project teams. It had to let users create opportunities, analyze them, track them, turn them into projects… In short, it had to fit the life cycle of a real estate project and ensure a smooth handoff of files between the two teams. All without duplicates or repeated data entry!

Synolia x monday.com

After consulting several vendors, Citévo ultimately selected monday.com (with Synolia as its integration partner).

Our services: consulting and support in choosing the solution, requirements and design workshops, deployment support, development and implementation of custom integrations (Prospec’Immo, Docugen, Vlookup).

Designing a tool perfectly tailored to users’ processes

Synolia’s engagement began with design workshops to outline a tool perfectly suited to the teams’ processes. Together with Citévo, we built boards dedicated to each function in the company:

• For business development managers, a board that shows all the deals assigned to them. This board centralizes a deal’s key information in columns on a single row: deal name, sales cycle stage, deal amount, area, address, division type, number of lots, offer date, offer status… This makes it very easy for them to track a potential project’s progress!
• For project management teams, no more lost information! A custom automation built with Make transfers all the data from the approved sales project to a board dedicated to the project’s operational follow-up. This board includes every task needed to put the file together (administrative and financial setup, building permit, marketing and sales, etc.) through to the final closing.

A closer look at the project’s custom integrations: Prospec-immo, Docugen, and Vlookup

Seeing the tool’s potential, Edwin Carpentier wanted to take monday.com further and asked Synolia to set up custom integrations to support each business team.

Prospec-immo is software for real estate professionals. It aggregates every real estate listing. Using Make (formerly Integromat), we integrated this software into a dedicated monday.com board. Sales reps now get fresh listings every day. From a single tool, they can set their search criteria, spot the opportunities that interest them, and add them to their sales tracking board without re-entering any information. A real time-saver!

Citévo’s monday.com instance also integrates Docugen, a document generator available on the marketplace for creating ready-to-use document templates. Already used by the sales teams, this integration will be rolled out to all project management teams.

Finally, the Vlookup integration assigns a reporting line to each employee. Assignments and approval workflows automatically reach the right people, while respecting the confidentiality rules tied to each person’s role.

Running the business efficiently

For management, too, monday.com is a small revolution…
Beyond making life easier for business teams, the tool measures all project-related data. That means a better understanding of the business and more predictable results.

Because monday.com centralizes everything, it also meets many of the company’s needs. For example, the tool holds the directory of every organization and contact Citévo works with, along with all the boards related to company life. Management has also rolled out monday.com for recruiting processes and is still structuring training on the tool.

Results

Today, everyone at Citévo uses monday.com. That’s around fifty users. Development teams and management alike appreciate the time savings and how much easier day-to-day work has become.

• No more duplicates or repeated data entry
• Time savings and greater efficiency for all users
• Around thirty ready-to-use document templates
• The ability to measure activity (number of offers and preliminary sale agreements, margin, time between two stages…)

Today, the founder aims to complete the rollout to the project teams and to set up more integrations to get even more out of monday.com internally. At Synolia, we’re proud to have supported this smart, ambitious project that keeps pushing the limits of the tool!

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