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- Lead management
- Follow-ups
- Site visit management
- Deal management
- Omnichannel communication
- Document management
- Property listing
Streamline lead management
Centralize leads from listing services, social media, or webforms, and assign them to area experts so that every lead gets that personal touch. Put your best people on promising leads and hit your sales targets in no time.
Simplify follow-ups
Segment your audience into hot, warm, and cold leads; automate follow-ups with tailored messages and keep conversations moving effortlessly.
Drive more site visits
Aim to get a deal out of every site visit. Organize site visits, assign agents, and gather post-visit feedback. Automate reminders to ensure timely, well-coodinated site visits.
Smart deal management
From screening to closing, real estate deal pipelines can be long and laborious. Track these deals through each stage. Spot inactive deals, re-engage with them by sharing fresh property updates, and move deals along faster.
Omnichannel communication
Centrally manage client communications via phone, email, or WhatsApp. Suggest properties with one-click email templates; integrate with telephony providers and log calls for each deal.
Secure document management
Focus on selling properties, not managing paperwork. Store client- and deal-specific deeds, agreements, titles, survey files, and architectural plans in one place. Access them anytime and avoid delays.
Hassle-free property inventory
Buying a home is a visual experience. Maintain an inventory of available and upcoming properties with rich images, layouts, plans, and specifications. Match buyers with the right homes by aligning intent and availability.
Reports and dashboards
Gain end-to-end visibility into business operations and revenue with intuitive reports and dashboards. Make smarter decisions with clear, real-time insights into your critical performance metrics.
See what our customers are saying
"Zoho CRM is a robust platform. Before Zoho, we tracked leads and properties on Google Sheets. Today, all our leads flow into one secure platform, so our staff just have to work with one CRM for follow-ups. We track the complete loop—from lead to follow-up to deal conversion—in one place. We also maintain exclusive property details in the platform. This helps us match properties with buyers more easily and close deals in 40 to 45 days, and ensure no opportunity is ever missed."
Amit Sanghani
CEO, Straight Deal
"We had used Salesforce at a previous company, and wanted a CRM that was simpler, easier to use, and highly customizable. 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."
Girish Yallur
co-founder, Verve Zen
"With Zoho Real Estate CRM, 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."
Shakthi Kumaran
Founder, Mr. Pincode
"Before using Zoho Real Estate CRM, we managed leads on another CRM and properties on spreadsheets. Today, we have complete visibility into every lead, every follow-up, and every property in one location. We automate reminders so we know which leads need follow-ups and which leads need property updates. That has helped us improve our lead qualification rate by 40% and increase follow-ups by 60%, while making it much easier to match buyers with the right properties. Zoho has improved our productivity and effectiveness, and for that reason alone, it's going to be at the core of operations forever."
Srikant Singh
Senior Vice President Operations, Marketing and Analytics, Koho Infra Private Ltd
Mobile app
Manage leads, follow-ups, site visits, and deals—anytime, anywhere. Plan daily activities and create tasks for yourself or your team. Schedule site visits and update check-in and check-out times from any location.
