What changed
- One customer journey from lead generation through booking to collection
- Blueprints and approvals enforce the process rather than relying on habit
- Cross-functional coordination between sales, finance and interiors on a shared record
Zoho CRMZoho Marketing Automation
Where they started
Real estate does not end at the sale. Booking, loan processing, interiors, post-sales, payments and collections all follow, each with its own owner. Every one of those stages had a process; none of them shared a system, so management reporting was assembled by hand and follow-ups depended on who remembered.
What we built
Customised Zoho CRM modules covering lead management, property sales, booking, loans, interiors, payments and collections. Workflows, blueprints, approvals, client scripts and Deluge automations enforce the sequence. Notifications and dashboards give each function its own view of the same record.
The integration is cross-functional by design: sales, booking, loan, interior, post-sales and finance work on one customer rather than six.