Case Study

CRM Implementation and Strategic Training

Client: CGI+ Real Estate Investments
Industry: Real Estate, Investment
Services Provided: Strategic Consultations, Training, CRM Implementation, Marketing & Fundraising Campaigns

"Awesome! Thank you so much for being detail oriented and sending us updates. This is helpful!"
Liron S
Assistant to General Counsel

Introduction

CGI+ Real Estate Investments is a Los Angeles-based real estate investment firm focused on high-end multifamily and mixed-use properties across major U.S. cities. With over $2 billion in real estate transactions, the firm is known for its bold, design-forward approach and value creation in urban communities.

Challenges

CGI+ was in a rapid growth phase and needed a more robust internal infrastructure to support investor relations, fundraising communications, and team coordination. Their existing tools lacked the cohesion and efficiency needed to scale operations or maintain high-level engagement with investors and partners.

Solutions

CGI+ partnered with Mokhtar Group to elevate its systems and strategy. Our scope included:

  • CRM Implementation: We set up a centralized, custom-configured CRM to unify investor data, streamline workflows, and support multi-channel communications.

  • Strategic Consultation: We provided high-level advisory sessions to align sales, marketing, and operations with the firm’s fundraising and expansion goals.

  • Marketing Campaigns for Fundraising: We designed and executed targeted marketing campaigns to engage high-net-worth investors and promote new investment opportunities.

  • Corporate Training: We delivered tailored training sessions for CGI+ team members, ensuring adoption of the CRM system and alignment with the new strategic processes.

sales team mg

Results

  • Full CRM deployment supporting investor lifecycle management
  • Improved coordination across departments
  • Increased engagement through professionally crafted fundraising campaigns
  • A more scalable and systemized internal structure, ready to support future capital raises and property development initiatives

This project helped position CGI+ to operate at a higher level of efficiency and professionalism, empowering its team to focus on growth and long-term investor success.