Industry
Zoho for agencies, property managers, and developers
Real estate businesses manage listings, client relationships, inspections, and transactions across high-volume, fast-moving pipelines. We configure Zoho for property workflows, from lead capture to settlement tracking.
Common pain points
- ✕Buyer and seller leads not followed up consistently
- ✕Property inspection schedules managed manually
- ✕Commission tracking and agent performance reporting delayed
- ✕Tenant and landlord communication not centralised
- ✕Settlement milestones tracked across email and phone calls
How we solve them
Zoho CRM
Listing management, buyer/seller pipelines, and agent performance tracking
Zoho Creator
Inspection report forms, property condition checklists, and tenant applications
Zoho Books
Commission calculations, trust accounting, and agent payment processing
Zoho Sign
Digital signing for leases, contracts, and agency agreements
Expected outcomes
- Every lead followed up within 24 hours with automated task assignment
- Inspection reports completed on mobile and shared with clients immediately
- Commission calculations automated based on sale price and agent splits
- Lease signing completed digitally without printing and scanning
Technical approach
For developers and technical evaluators
→ CRM property modules with listing stages, price history, and buyer matching
→ Creator mobile inspection forms with photo capture and condition scoring
→ Deluge functions for commission calculation based on configurable agent split rules
→ Sign integration for lease and contract workflows with CRM record linking
→ Zoho Flow connecting portal enquiries to CRM lead creation
For executives
We set up Zoho for your agency's sales pipeline, property management, or development project tracking. CRM handles your client relationships and listing pipeline. Creator gives your agents mobile tools for inspections and applications. Books manages the financial side including commission tracking.
Discuss your real estate needs
Free discovery meeting. We'll map your processes and recommend a Zoho stack.
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