How Green & Company replaced a paid messaging App with native Greenhouse OS workflows

Winning new instructions often comes down to what happens after the valuation appointment. But following up with prospective vendors based on their unique motivation levels usually gets bogged down in manual admin, multi App Platforms, or forgotten tasks.

When Paul Ivens and the team at Green & Company looked at their tech stack, they were paying for a dedicated third-party app to manage SMS messaging to contacts. While the concept was great, it meant paying an extra subscription fee and forcing agents to jump out of their CRM to send nudges.
They challenged the Greenhouse OS Professional Services team to build a smarter, native post-valuation follow-up system directly into their CRM.

The Challenge: App fragmentation and redundant tech spend 

Relying on an external messaging app for valuation follow-ups created key friction points:

• Unnecessary Tech Spend: Paying a separate monthly subscription for an app to handle messages that a flexible CRM should manage natively.
• Lack of Visibility: Follow-up activity lived in a separate tool rather than being front-and-center on the agent’s daily workspace.
• Generic Outreach: Without structured motivation tracking inside the CRM, follow-up messages risked being too broad rather than targeted to the vendor’s actual situation.

Green & Company needed a native alternative that offered the exact same messaging functionality without the extra software bill or the tab-switching.

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The Bespoke Solution: Native one-click dashboard SMS

Our professional services team built a custom messaging module directly into Green & Company’s Greenhouse OS ecosystem.

How It Works:

Motivation Categorisation: Following a market appraisal, agents use a new custom dropdown field to categorise the contact’s exact status:

• Not instructed and motivated

• Not instructed and timescale unknown

• Not instructed and lost to other agent

Dashboard Reminders: A dedicated action button sits right on the agent’s CRM home dashboard, acting as a daily reminder to follow up on uninstructed valuations.

Tailored SMS Nudges: With one click from the dashboard, agents can send SMS messages tailored specifically to the vendor’s motivation. If a vendor is flagged as Motivated, the agent can instantly send a targeted nudge to get them over the line.

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The Impact: Reduced overhead, higher appraisal conversion

By setting up a native, dashboard-driven workflow, Green & Company boosted both operational efficiency and revenue potential.

• Cancelled Subscription Fees: Fully replaced the paid application, directly reducing Green & Company’s monthly tech spend.
• No Forgotten Leads: The home screen dashboard button ensures uninstructed valuations are constantly nurtured rather than slipping through the cracks.
• High-Intent Follow-Up: Messaging vendors based on their specific status ensures outreach feels personal, relevant, and far more likely to convert.

“The flexibility to adapt Greenhouse OS is huge for us, it’s those incremental changes that make a genuine difference to our bottom line. Replacing a paid app not only cut our software costs and brought everything into one place, but the turnaround was incredible. It took under a week from briefing the team to seeing the live workflow in our system.”

Paul Ivens, Managing Director at Green & Company

Ready to eliminate tech stack bloat?

You shouldn’t have to pay for a dozen separate apps just to run your agency. If you have standalone tools that you want to consolidate into one powerful, custom-built workspace, the Greenhouse OS professional services team is here to build it with you.