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- Luxury apartment and villa developer (name withheld)
Kerala luxury home developer automates leads and site visits in Zoho CRM
A Kerala developer of premium apartments and villas uses Zoho CRM to capture leads, send follow-ups and log site visits with location check-ins.
The developer has built premium apartments and villas in Kerala since 2009 and sells mainly to home buyers.
The problem
Manual lead handling
Leads were captured, sorted and followed up by hand.
Inconsistent updates
Prospects did not always hear back on time.
Unclear site visits and pipeline
Visit schedules and the move from lead to deal were hard to track.
What we built
Zoho CRM
- Automatic lead capture from several channels into one database
- Workflow emails and reminders
- Deal stages for qualified leads
- Location-based check-ins and automated visit scheduling
- Reports on leads, deals and sources
Before and after
| Area | Before | After |
|---|---|---|
| Lead capture | Manual | Automatic |
| Follow-ups | Inconsistent | Automated emails |
| Site visits | Hard to verify | Location check-ins |
| Pipeline | Unclear | Defined deal stages |
How the project ran
- Requirements: sales workflows documented with the team
- Design: lead, deal and site visit processes
- Customisation: fields, layouts, automations and check-ins
- Testing and deployment: every flow tested, then rolled out
- Training: daily-use training and ongoing support
Results
The sales team works from one customer database, and management uses CRM reports to adjust marketing and sales.
Questions about this project
Can Zoho CRM verify site visits?
Yes. Sales staff check in by location when they reach a site.
Are follow-up emails automatic?
Yes. Workflows send preset emails and reminders.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.