Zoho CRM for real estate

Digital marketing

• Connect all your digital activities to your pipelines.
• As well as marketing campaigns’ conversion, ROI tracking.

Your website

• Full integration with CRM (api).
• Get your website on the top of search requests.
• Integration with the user’s personal accounts (Deals, Contacts).

Real estate market places

• EU/UK
  • Zoopla, Rightmove, On the Market.
  • Prime Location, Property Portal, World Properties.
• USA
  • Zillow, Realtor.com, Global Listings.

Collection and categorization of a property’s details

• Technical parameters of a property.
• Plans.
• Photos.

Sales

• Multichannel connections in one deal:
  • Email,
  • Phone,
  • WhatsApp,
  • Live and web events,
  • Internal meetings.
• Multi managers account for one deal.
• Customer preferences.
• B2B and B2C customers.
• Types of properties.
• Types of selling: rent, sell.
• Group deals by projects and types of property.
• Automatic invoice.

Property management

• Rental management.
• Booking system.
• Tenants payment management.
• Service, sub-contractors.

Documents management

• Contract management:
  • Contract templates,
  • Track changes to contracts in real-time,
  • Stakeholders commission calculation,
  • Standardised workflow for processing contracts,
  • Email notifications of switching workflow stages.
• Supporting documents.
• Photos.
• Videos.

Transaction support

• Deal’s Personal accounts.

Financial management

• Agent schemes rewards.
• Sales rep. commissions.
• Costs collection by deals.

Stakeholders communications

• Landlords.
• Buyers.
• Lawyers.
• Movers.
• Sub-contractors.

Compliance & risk management

• Compliance process and scoring.
• Transaction quality control, manage risks across the entire transaction.
• Pre-acquisition due diligence process.

User’s personal accounts

• Full service history communication with a client in one place.
• Emails, calls, meeting records, supporting documents, contracts.

Processes mapping

• Clear property selling process orchestration.

Business Intelligence

• Accurate sales forecasting based on real-time data.
• Property by statuses.
• Property by projects.
• Property by sectors.
• Average square metre per property.
• Average price per square metre.
• Average price per square metre of sold property.