Transforming Real Estate with Award-Winning Zoho Solutions
For real estate developers, managing numerous projects, client relationships, and property details can be overwhelming.
That’s where Zoho CRM steps in. Tailored specifically for the real estate industry, Zoho CRM helps streamline daily operations, automate tasks, and boost productivity. Whether you are managing leads, tracking deals, or coordinating with buyers and sellers, Zoho CRM provides a central hub for all your business processes.
Why Zoho CRM is the Ideal Choice for Real Estate Developers?
Project & Inventory Management
- Centralized Project Dashboard – View all ongoing and upcoming projects at a glance.
Unit Status Tracking – Instantly check if a unit is available, booked, or sold.
Pricing and Configuration Mapping – Link unit sizes, pricing slabs, and layouts easily.
Phase-Wise Planning – Organize projects by phase, tower, or location for clarity.
Search & Filter Inventory – Find units using filters like area, floor, or status instantly.
Sales & Financial Automation
End-to-End Deal Management – Track leads through enquiry, booking, and closure.
Commission Calculation – Auto-calculate commissions for internal and external agents.
Installment Planning – Manage payment plans and schedules effortlessly.
Payment Tracking – Log all incoming payments and outstanding dues in real time.
Automated Payment Reminders – Notify clients before due dates via SMS or email.
Client & Agent Management
- Client & Agent Database – Store contact info, preferences, and purchase history.
Lead Assignment & Routing – Automatically assign leads to relevant sales reps or agents.
Follow-Up Automation – Schedule calls, emails, and site visit reminders.
Interaction History – View all communications and updates in one thread.
Segmented Marketing – Send project updates based on buyer interests and stage.
Reports & Insights
- Sales Funnel Reports – Visualize how leads move through your sales pipeline.
Agent Performance Reports – See who’s converting the most leads.
Unit-Wise Sales Summary – Track sales progress per building, tower, or unit type.
Trend Analysis – Spot best-selling configurations, peak times, and buying behavior.
Custom Report Builder – Create downloadable reports with filters that matter to you.
Documents & Compliance
- Auto-Generated Documents – Instantly create Sales Agreements, Reservation Forms, and Offers.
Template Library – Use pre-approved formats that are fully customizable.
E-signature Integration – Enable digital signing to speed up deal closures.
Secure Document Storage – Upload and store buyer documents like passport, visa, and ID.
Expiry Alerts & Compliance Checks – Get notified when documents are missing or expiring.
Your Real Estate Business Deserves Better
No more manual follow-ups. No more delays.
Our CRM helps you focus on what matters most — closing deals and scaling faster.
Who Is It For?
