Why choose Zoho CRM
for your real estate business?

Omnichannel
communication

to capture inquiries from multiple channels

Built-in
campaigns

for sending out drip email campaigns

Project
management

tools to keep tabs on all your ongoing projects

Third-party
integrations

and APIs to improve productivity

Complete
customization

to accommodate the unique processes of real estate agents

Self-service
portals

to connect both sellers and buyers directly with your business

Key features of real estate CRM software

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.

Meet Zoho CRM, the top-rated CRM software for the real estate business

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.

Close deals on the move

The Zoho CRM Mobile app lets you keep in touch with your buyers and sellers and manage their property sales on your Mobile Phone. Scan QR codes or business cards in 17 different languages to automatically add them as a Zoho CRM lead or contact. The card scanner app lets you schedule followups and use prebuilt email templates so you don't have to wait to get back to prospects. Zoho CRM's mobile app also gives you real-time sales performance reports and insights, while also letting you schedule and log meetings, add follow-up tasks, and find prospects near you while you're on the move.

Benefits of a CRM software

%

Improvement in lead conversion rates

%

Revenue increase per sales person

%

Improvement in customer retention rates

%

Increase in customer satisfaction rates

Contcat us

How Zoho CRM for Real estate works?!

Zoho CRM demo for Real Estate, which caters to the needs of real estate companies, is customized on native Zoho CRM Enterprise edition for demonstration purposes only. We are here to help you with any information you may need, answer any questions you may have, and walk you through our customized demo for your business needs.

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