Mr. Pincode streamlines real estate operations with Zoho
The company
Mr. Pincode is a real estate company operating primarily in Mahindra World City, Chennai. The company offers buying, selling, leasing, and property management services, as well as post-sales services like property tax name transfers and utility service ownership transfers. With a deep understanding of the local market, Mr. Pincode focuses on delivering transparent services to home buyers, sellers, investors, tenants, and corporate lessees.
The challenge
Mr. Pincode has a small team of ten members, including its founder, Shakthi Kumaran, three telecallers, three site visits agents, an administrator, and two part-timers. The tele-calling team is responsible for lead nurturing, arranging site visits, and following up with clients after the site visits. The site visit team handles site visits exclusively while the administrator manages the inventory of properties available for sales and rentals.
The primary challenge for the team was managing the entire sales process through spreadsheets—from tracking and nurturing leads to scheduling site visits and following up with clients through to deal closure. Not only was this process messy, but operations were unorganized and leadership lacked visibility.
The hidden risk of using spreadsheets for real estate operations is that the business could lose years of relationships when an agent quits. The conversations, relationships, and trust built over the years could be lost. Shakthi wanted to eliminate this risk and bring in a system that would help operate in a organized fashion. "I wanted a CRM to help us organize the way we work and ensure client relationships are retained with the brand," he says. "I also wanted visibility into our day-to-day operations, such as the calls and site visits handled by each agent, and find ways to streamline and organize our efforts for better results."
The solution
Shakthi's decision to choose Zoho came from familiarity. He had sold a few properties to Zoho employees in the past, and has built a solid relationship with them. After adopting Zoho, the team at Mr. Pincode noticed four major changes:
Centralized database for leads
With Zoho Real Estate CRM, the team can see all incoming leads from property listing sites like Housing.com, advertising platforms like Meta Ads, webforms, referrals, and email inquiries. This adds operational clarity and provides leadership with visibility into leads.
Streamlined follow-ups
Follow-ups are now scheduled in line with the company's sales strategy so that no lead goes untouched. Consistent follow-ups and monitoring ensure that more leads are now qualified and scheduled for site visits.
Visibility into site visits
The team can now track planned and completed site visits on a daily, weekly, and monthly basis. They can also view sites with the most visits and sites visited by each buyer, making it easy for the sales team to personalize conversations.
Total security for customer data
With role-base access restrictions, Shakthi can secure his customer data, as well as internal data like commissions, revenue, and sale values.
"With Zoho Real Estate CRM," Shakthi says, "our sales operations have become more organized and streamlined. Since moving away from spreadsheet to CRM, we now have all the leads in one place. Our telecalling team knows which leads need a call, email, or a follow-up; and if a lead is at risk of going cold, we can identify it beforehand and proactively engage to re-start conversations. We also have better visibility into our operations, and have seen a good increase in the number of site visits we get."
The Zoho support experience
Speaking of the Zoho support experience, Shakthi says, "Because we are a small team, we ended up asking the Zoho team for a lot of technical assistance, such as setting up our integrations, configuring workflows, and troubleshooting, at times. The team has been very helpful and supportive throughout our journey."
- CompanyMr. Pincode
- TYPEReal Estate
- NO OF EMPLOYEES0-50
- REGIONMahindra World City, Chennai, India