Webb Co eliminated CRM fragmentation across two real estate businesses
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When you’re managing two teams across two companies—one focused on single-family properties and another on multifamily investments—the last thing you need is scattered data across multiple systems. For Jarrett Jackson and the team at Webb Co, the challenge wasn’t finding deals; it was keeping everything from falling apart operationally.
After struggling with clunky CRMs like Podio and GoHighLevel that offered little support and fragmented workflows, they knew they needed a system that could actually scale with their ambitious growth plans. The answer? Left Main REI’s Salesforce-based platform. Today, Webb Co operates as a unified force with seamless processes from cold call to contract, data-driven decision-making capabilities, and a system so effective that Jarrett is already referring other investors to Left Main.
When fragmentation threatens growth
Webb Co was born from the merger of two teams that had previously worked at Sky Acquisitions. Each team brought their own systems—both built on GoHighLevel—creating a fragmented operational nightmare:
- No single source of truth: Critical deal information scattered across separate CRMs
- Communication breakdowns: Acquisitions team, cold callers, and transaction coordinators couldn’t seamlessly share information
- Clunky previous platforms: Past experiences with Podio and GoHighLevel left the team frustrated with poor interfaces and inadequate support
- Scaling impossible: Managing Webb Co (single-family) and Apex Capital (multifamily) simultaneously required a unified platform
“We had a critical need for a central system,” Jarrett explains. Without one, the entire operation risked collapse.
A Salesforce ecosystem built for real estate
Webb Co’s leadership team had a significant advantage: deep familiarity with Salesforce from previous careers in medical device sales. They knew what a robust CRM could do when implemented correctly.
Left Main REI provided the perfect solution—a Salesforce-based platform specifically designed for real estate investors that delivered:
1. A Single Source of Truth
All data, notes, files, and communication history now live in one centralized system accessible to every team member across both companies. No more hunting for information or losing critical context when deals move between team members.
2. Seamless Integration Ecosystem
Jarrett describes Left Main REI as creating a cohesive “ecosystem”—similar to Apple’s product integration—where all tools work together to reduce friction:
- DocuSign Integration: Send contracts with a single click directly from the CRM, even during live seller calls
- Accurate Contact Data: Built-in deal signals provide reliable phone numbers, reducing dependence on external skip-tracing tools
- Unified Workflow: From cold caller to acquisitions manager to transaction coordinator, everyone works within the same system
3. Data Infrastructure for Growth
Unlike their previous platforms, Left Main REI’s robust reporting capabilities provide the foundation Webb Co needs to become a truly data-driven organization.
The Results: Operational Excellence
The transformation at Webb Co demonstrates the power of the right platform:
| Metric | Result |
|---|---|
| Companies Unified | 2 (Webb Co + Apex Capital) |
| Teams Consolidated | Multiple teams now operating cohesively |
| Contract Process | One-click sending during live calls |
| Data Strategy | Building comprehensive performance metrics |
| Customer Satisfaction | Already referring other investors |
What the Customer Says
“We have a critical need for a central system, and Left Main REI provides exactly that—a single source of truth for all our data.”
— Jarrett Jackson, Webb Co
Jarrett’s confidence in the platform extends beyond his own company. He’s already recommended Left Main REI to other real estate investors, noting that it’s “a scalable system that can grow with a business.”
Building a data driven powerhouse
Webb Co isn’t just satisfied with operational efficiency—they’re leveraging Left Main REI to build something bigger.
The Data Strategy
“It’s hard to know where we’re going if we don’t know where we’ve been,” Jarrett notes. The team is now focused on:
- Defining key performance metrics to measure team and individual performance
- Identifying trends in their deal flow and conversion rates
- Guiding training based on actual performance data rather than gut feelings
- Scaling strategically using insights from comprehensive reporting
This data-driven approach positions Webb Co to make smarter decisions, train more effectively, and scale with confidence.
Key takeaways for real estate investors
Consolidation is critical: If you’re running multiple teams or companies, fragmented systems will eventually break down. Unify early.
Past CRM experience matters: Webb Co’s familiarity with Salesforce from previous careers gave them confidence in the platform—but Left Main’s real estate-specific customizations made it perfect for their needs.
Seamless integrations save time: One-click DocuSign integration and reliable contact data eliminate friction at critical moments in the sales process.
Build for scale, not just today: Choose a system that can grow with your ambitions. Webb Co selected Left Main REI specifically because it could support their data-driven growth strategy.
Support makes the difference: After negative experiences with platforms offering little support, Webb Co values having a partner invested in their success.
Think ecosystem, not tool: The most powerful systems create an integrated ecosystem where everything works together seamlessly, reducing friction at every step.
The power of the right system
Webb Co’s journey from fragmented operations to unified excellence demonstrates that the right CRM isn’t just about managing contacts—it’s about building the operational foundation for sustainable growth. By choosing Left Main REI’s Salesforce-based platform, Jarrett Jackson and his team transformed scattered data and clunky processes into a streamlined, data-driven operation capable of managing multiple companies and teams with ease.
As Webb Co continues building out their data strategy and scaling their operations, they stand as proof that the right technology partner can turn operational chaos into competitive advantage.
Stop chasing. Start closing.
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