In real estate, every deal moves through several critical stages—from the first inquiry to the final signature. Managing this journey efficiently is key to closing more deals and delivering a seamless experience. Zoho CRM helps real estate professionals streamline their entire sales process with structure, automation, and personalized engagement.
1. Capturing the Inquiry
Whether leads come from your website, property portals, social media, or referrals, Zoho CRM auto-captures them with essential details like contact info, property interest, and budget. You can auto-assign leads to agents based on location or property type using workflow rules.
2. Qualifying the Lead
Use custom fields to assess a lead's intent, buying timeline, and financing status. With Zoho’s lead scoring, categorize them as hot, warm, or cold and prioritize follow-ups accordingly.
3. Property Matching & Communication
Match leads to properties using the Products module. Send personalized suggestions, video tours, or brochures. Automate WhatsApp or email follow-ups using Zoho Campaigns or third-party tools.
4. Scheduling Site Visits
Use calendar integrations to schedule property visits, notify team members, and send automated client reminders. Log outcomes to keep the pipeline updated.
5. Negotiation & Offers
Track negotiations in the Deals module, noting price discussions, decision-makers, and required documents. Customize deal stages to reflect your real process—like “Offer Received” or “Legal Review”.
6. Documentation & Legal
Attach and manage essential documents within each deal. Use Zoho Sign for e-signatures and trigger automatic updates when documents are signed.
7. Deal Closure & Post-Sale Engagement
Mark deals as “Closed Won” and trigger thank-you emails, feedback requests, or referral prompts. Use Zoho Campaigns to maintain long-term client relationships with updates, anniversary messages, or new listings.
Conclusion
A structured pipeline in Zoho CRM helps you turn leads into loyal clients while saving time and improving efficiency. From inquiry to signature, Zoho CRM empowers real estate professionals to manage deals with confidence.