Focus
Zoho delivers an all-encompassing suite of management tools, specifically crafted to enhance operations for real estate agents, agencies, and developers. Zoho CRM streamlines client relationship management by automating lead generation and offering deep insights. Custom app development for property tracking is made possible with Zoho Creator, while Zoho Books makes financial management a breeze. Zoho Sites enables the effortless creation of professional property websites. Moreover, Zoho Analytics bolsters data-driven decision making by examining market trends and sales performance. With its intuitive interface, cloud-based accessibility, and seamless integration, Zoho emerges as a powerful tool for real estate professionals aiming to optimize their workflows and boost customer experiences.
Why is there a demand for automation in real estate operations?
The real estate industry benefits significantly from automation due to its complex and time-consuming processes. Automation enhances efficiency by reducing manual data entry, streamlining property management, and automating client interactions. It accelerates lead generation, improves customer service through chatbots, and ensures accurate document handling and compliance. Real-time data analytics enable better decision-making, while CRM systems help nurture client relationships effectively. Automated marketing and communication tools boost outreach and engagement. Ultimately, automation allows real estate professionals to focus on strategic tasks, reduces errors, cuts operational costs, and delivers a more seamless and satisfying experience for clients, fostering competitiveness in this dynamic industry.
Zoho Apps + Our Services for Real Estate
Zoho for real estate offers a comprehensive suite of tools, including CRM, analytics, and financial management, streamlining operations and enhancing client relationships for real estate professionals.
Everyday Consultants leverages Zoho’s powerful suite to revolutionize real estate. From seamless CRM to efficient property management, we redefine excellence in real estate services.
Solving Real Estate's Top Pain Points with Automation
- Data Entry and Management
- Property Listing Updates
- Client Communication
- Document Handling
- Task Management
- Lead Generation
- Market Analysis
- Client Onboarding
Features
Manage leads and track their history
Generate leads from multiple sources like social media, offline campaigns, business cards, online campaigns and track their stages until they become an opportunity. Zoho CRM’s lead scoring lets you see which prospects your team needs to focus on. Once an inquiry enters your pipeline, you can set up automated email responses to nurture them and drive engagement.
Boost productivity with powerful automation
Automatically assign leads to sales reps using predefined workflow rules based on territory, industry, potential deal size, or even in round robin fashion. Every time a lead enters your CRM pipeline, you can notify the assigned sales rep and assign tasks and reminders to followup. Automate your follow up emails, Zoho CRM field updates, and notifications to give your sales reps time to close more deals.
Artificial Intelligence to improve your bottom line
Zia gives smart suggestions for the best time and day of the week to contact each customer, so that you can connect with them immediately. Zia learns the usage patterns of your team members and makes personalized automation suggestions so they can complete their routine tasks faster. Zia also calculates the efficiency of your workflows and stops you from making mistakes, like sending an email template twice to the same user.
Keep your team in the loop, wherever you are.
Collaborate with your team through Feeds, a real-time timeline where you can discuss deals, collaborate on ideas, and broadcast announcements. Zoho gives you the power to integrate your chat tools with your CRM. Create helpful Commands and Bots within your chat tools to pull up CRM records, reports, and analytics for easy sharing with your teammates. Send CRM lead approvals and reminders for events or calls on your chat tool and set up SalesSignals in CRM for new chat notifications.
Centralized Document Management
Zoho CRM gives you centralized access to important documents such as property details, service reports and transaction documents. There is no need to dig through all your documents when you just want to send the latest property document to your leads. The document library intelligently connects relevant collaterals with the appropriate lead or deal. You can even have multiple versions of your sales collateral in the Documents Tab and access the latest draft of the document whenever you log in.
Easy invoices and bills
Zoho CRM helps you complete your sales cycle by enabling your team to create and store quotes, invoices, price books, and bills in their accounts. Manage all your post-sales processes using powerful inventory management features, and share your quotes and invoices to prospects through custom email and invoice templates.
Make data-driven decisions with powerful in-built analytics
With over 40+ prebuilt reports, you can measure every aspect of your sales pipeline – from campaign spending to deal closure. Zoho CRM’s Analytics can help you track progress toward your targets, agent activity reports, compensation adjustment and neglected deals in your pipeline. You can setup revenue forecasts based on your territories, measure KPIs using target meters and track lease expirations.
Seamless and powerful integrations
Manage your complete sales cycle from a unified Zoho CRM interface. The free Zillow integration gives you a consolidated view of any property’s availability, address, home value, comparable homes, and Zestimates®, directly within Zoho CRM. Also, Zoho Phonebridge lets you choose from over 50 telephony providers like RingCentral, Vonage, and Amazon Connect, and add integrated click-to-call, automated call recording, call logging, and analytics to your Zoho CRM account.
Third party Integrations

Generate leads from Magic Bricks directly into Zoho CRM

Sync agent brokers and leads from IDX Broker and vice versa

View 99acres customer inquiries in the Zoho CRM Leads module. Categorize leads generated from 99 acres based on projects and lead source

ConstructionBOS Fusion integrates with construction project lead providers, including Barbour ABI, allowing your team to access all their data in one place.
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