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Zoho for real estate businesses
Real estate leads are expensive, and every unlogged site visit or untracked broker referral costs money. We connect leads, visits, units, bookings and collections on Zoho.
What usually goes wrong
Portal leads not followed up
Leads from property portals and ads go cold within hours.
Site visits unlogged
No record of who visited, with whom, and what happened next.
Unit availability unclear
Sales teams double-book or quote outdated prices.
Broker payouts disputed
Referrals and commissions tracked in spreadsheets.
Payment schedules missed
Milestone demands raised late.
Agreements printed and couriered
Booking forms signed on paper.
The process, step by step in Zoho
Each step is a stage in Zoho, with automation and visibility at every handover.
How Zoho fits real estate
Developers and brokers work through long sales cycles with site visits, bookings, payment schedules and handovers. Zoho tracks each lead, unit and buyer through the whole cycle, so sales and accounts see the same status.
What you track in Zoho
- Leads and site visits
- Source, budget, preferred unit type and visit history.
- Projects and units
- Towers, floors, unit types, status and price.
- Bookings
- Unit allotment, agreements and the agreed payment plan.
- Payment schedules
- Milestone demands, receipts and overdue follow-up.
- Channel partners
- Broker referrals and commissions.
Compliance and local rules
- RERA registration numbers on agreements and marketing in India
- GST on under-construction property
- Dubai Land Department registration steps for UAE projects
Decide before you start
- How unit inventory and pricing are maintained
- Which lead sources and property portals to capture
- Milestone payment plans for each project
- Whether buyers need a portal for documents and payments
A typical Zoho setup
Zoho CRM customised with projects, units and site visits, Zoho Sign for booking forms, Zoho Books for demands and receipts, and Zoho Analytics for sales and collections.
Automation
- Instant lead assignment from portals
- Site-visit reminders and feedback
- Milestone payment demands
- Broker commission statements
Integration
- Property portals
- Meta and Google lead ads
- Telephony and WhatsApp
Reporting
- Lead source to booking
- Unit inventory and pricing
- Collections against schedule
Related work
Kerala luxury home developer automates leads and site visits in Zoho CRM
- Problem
- Leads, follow-ups and site visits were handled by hand, and the sales pipeline was hard to see.
- What we built
- Zoho CRM with automatic lead capture, follow-up emails and reminders, deal stages, location-based site visit check-ins and source reports.
- Result
- Leads are captured automatically, buyers get timely updates, and site visits are scheduled and logged on location.
Kerala IT park manages leasing on Zoho CRM and engineering on Zoho Projects
- Problem
- Leasing enquiries came from many channels, space data was spread across a large campus, and engineering projects needed consistent tracking.
- What we built
- Zoho CRM for enquiries, contracts, renewals and space, and Zoho Projects with templates, approvals, timesheets and role-based access.
- Result
- Leasing enquiries are easier to trace, contracts and renewals sit in one place, and engineering projects follow a standard plan.
Can Zoho CRM manage unit inventory?
Yes. Projects, towers and units can be modelled in Zoho CRM with live status and pricing.
Can brokers submit leads directly?
Yes, through a portal or form, with each lead tagged to the broker for commission tracking.
Can leads from property portals come into Zoho?
Yes, where the portal sends leads by email or API. Leads are created in Zoho CRM and assigned automatically.
Can Zoho send milestone payment demands?
Yes. When a construction milestone is marked complete, demand letters and reminders can go to the buyers concerned.
Have a similar business challenge?
Talk to us about your processes. We'll show you how they could run on Zoho.