Verve Zen streamlines real estate operations with Zoho
The company
Verve Zen Marketing is a Bengaluru-based real estate mandate company that delivers exclusive sales, marketing, and advisory services to property developers, with a focus on transparency and trusted guidance for premium residential buyers.
The challenge
Verve Zen's team of 10, including its three founders, wanted a CRM system to track incoming leads through various stages until purchase. From a business perspective, the team wanted to streamline the lead management process and measure sales agents' performance.
Girish Yallur, co-founder, says, "We wanted a system to track our leads and their interaction history—how many follow-ups and calls had been completed, and when a sales rep last spoke to them. Often, buyers just need time before making a purchase decision, so it was important for us to keep track of every conversation and remind us to pick up where we left off. Otherwise, we would lose a lot of leads, and with them, a lot of opportunities."
The solution
Girish and his Verve Zen team were already familiar with Zoho's suite of products; they use Zoho Books (accounting software) and Zoho People (HR software) for their day-to-day operations. Given this background, they felt that a CRM application from the same brand might help tie their tech stack together neatly.
"We had used Salesforce at a previous company, and wanted a CRM that was simpler, easier to use, and highly customizable," Girish says. "Zoho's Real Estate CRM checked all three boxes. We have also integrated the application with Meta Ads, giving us complete visibility into our paid leads, including when they entered our CRM and who was assigned to them, as well as every follow-up, stage update, and outcome."
Since they invest heavily in Facebook and Google Ads, this visibility helps Verve Zen optimize their campaigns and ensure every lead is followed up effectively.
With Zoho, the Verve Zen team can:
- Track incoming leads from multiple sources.
- Integrate with Meta Ads platform via APIs to auto-import leads into the CRM.
- Trace follow-ups made for each leads, including when the were last contacted.
- Plan daily work with clear visibility into pending follow-ups.
- Schedule site visits with prospective buyers.
- Create dashboards to track:
- Leads by source
- Reasons for deals lost
- Top-performing Meta campaigns
- Lead conversions
- Site visits scheduled
The Zoho support experience
Speaking of Verve Zen's experience with Zoho support, Girish says that the support team helped them set up and customize Zoho Real Estate to suit their unique business requirements. "They helped us with the initial implementation," Girish says. "But now, we can customize the application on our own—like add, remove, or hide fields, or create workflows."
Looking ahead
Verve Zen team is looking to expand the scope of their Meta Ads integration to include ad spend so they can track campaigns by revenue and better optimize their ad spending.
To know more about Verve Zen, visit their website.
- CompanyVerve Zen
- IndustryReal Estate
- NO OF EMPLOYEES0-50
- REGIONBengaluru, India