ZOHO CRM Customization for Real Estate Business
Efficient property management is vital for any real estate agency. ZOHO makes it super easy with an intuitive UI with tons of customization tailored for the real estate business. Manage your properties like never before!
How ZOHO CRM works for Real Estate Business
Firstly leads come from the website, landing pages, social media, and through the phone calls. Leads get inserted into the CRM and assigned to Acquisition Agents, after that Acquisition Agents work on the lead and follow up with the customer and convert the lead into a deal. After that deal is assigned to the Transaction Coordinator and these deals are also shared with Disposition Agents and the Disposition Manager, Then Disposition agents share the deal with their respective buyers using the campaign until the deal is close won/lost. The Transaction coordinator moves the deal to different stages as per the flow. Once the deal is close won it is assigned to the accounting department.
SNS System uses ZOHO modules including ZOHO CRM, ZOHO Sign, ZOHO Campaign, ZOHO
PageSense, ZOHO Workdrive, ZOHO Social, ZOHO creator, ZOHO Analytics, and PHP APIs to create
a fully customized CRM module for your unique real estate business.
Real estate
CRM software is a system that helps manage relationships between buyers, sellers, agents,
brokers, developers, financial institutions, and caters to the multiple requirements of real
estate agents and real estate firms. From managing incoming requests to preparing price
quotes, from selling commercial real-estate to property management, tracking field agents,
and property visits, the real estate CRM system takes care of the end-to-end process
management for real estate agencies.
Quick Contact
Manage Sales Cycle Effectively
Are you managing your leads by forms embedded on your website? Make your time more valuable than searching leads through your emails. SNS Team helps you to capture leads from online and offline channels and feed them to ZOHO CRM. SNS System will build a fully customized cutting-edge sales process management system. Leads can be assigned automatically to sales reps using predefined workflow rules based on territory, industry, potential deal size, or any other custom field. The agent is notified, every time a lead enters the CRM pipeline. assign tasks and reminders to follow-up. Automate your follow-up emails, Zoho CRM field updates, and notifications to give your sales reps time to close more deals.
Custom workflow for the Drip Email campaign
SNS System designs custom email campaign and creates responsive email templates. This allows agents to send drip campaigns to leads based on their preset criteria. Campaigns can also be set for other processes like getting NDA signatures, or other automated email campaigns tailored to meet your business requirements. Examples of these templates are:
- Zoho signature implementation to sign NDA from buyers.
- Sync buyers to Constant Contact account for each disposition agent using APIs.
Project Management, Reporting, and Analytics.
Our customized
solution helps you set up Policies, Profiles, and Roles for all your Disposition agents, MLS
agents, MLS manager & Traction coordinators, You can configure their access based on roles and
other criteria.
With CRM, you can choose to invoice either the buyer or the seller based
on deals. It is easy to prepare and integrates into the system as well.
Reporting and
Analytics help you see a bird’s eye view of your entire business. Analyzing lead sources &
channels helps you to focus on high-value and more promising leads and eliminate the ones that
don’t work.
Customized reports and Dashboards are an excellent way to keep the stakeholders
informed of the current state of business. They are an essential tool to gauge your business and
focus on operations that are more profitable.