How is Zoho CRM used in real estate?
Real estate teams use Zoho CRM to capture leads from portals, ads and walk-ins, assign them to agents, track site visits and follow-ups, manage inventory of units or properties, and report on conversion. Creator can add booking and payment-schedule tracking.
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The pipeline usually runs from enquiry to site visit to negotiation to booking to agreement.
Property or unit inventory can be a custom module so agents see availability.
Automations send reminders for visits and payment milestones.
Key points
- Lead capture from portals and campaigns
- Site visit scheduling
- Unit and project inventory
- Booking and payment tracking
- Agent performance reports
Common questions
Can leads from property portals flow in automatically?
Often yes, through email parsing, web hooks or integrations.
Can we manage channel partners?
Yes, with roles and a partner module.
Sources and further reading
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Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question