Detail

In this service I will deliver a customisation & configuration-only engagement of Zoho CRM / Zoho ecosystem tailored for real-estate and construction-sales businesses. Here’s what is included:

• Setup of Property & Unit Management modules: You’ll get modules or custom fields in Zoho to manage developments/buildings/units — with details like unit type (apartment/villa / parking/storage), floor-plans, area, price, availability, status (available / sold/reserved), amenities, etc. This helps you manage your inventory cleanly and accessibly.

• Lead & Contact Capture and Management: Configure workflows to capture leads automatically from website forms, social media, direct inquiries, or offline sources; store lead data, contact information, property interest, budget, preferences and communication history in one place.

• Deal / Sales Pipeline & Contract Workflow: Create custom sales pipelines that match your property sales stages — e.g. inquiry → property viewing → negotiation → booking/reservation → contract signing → payment/handover. Automate tasks like follow-up reminders, email notifications, booking confirmations and contract document generation.

• Construction / Project Tracking (if applicable): For developers handling construction, map projects (developments/buildings) to sales deals, track construction milestones, documentation, payments, deadlines — using a combination of Zoho CRM + possibly project management modules (like Zoho Projects or custom fields), enabling scheduling, task assignment, Gantt-chart style oversight and document workflows.

• Automation & Workflow Configuration: Set up workflows that automatically trigger actions — e.g. when a lead becomes a qualified prospect, send auto-emails, assign tasks, schedule follow-ups or site visits; when a deal moves to “closed”, generate an invoice or booking confirmation; automatically update unit status (sold/reserved), etc., minimising manual data entry and errors.

• Role-based Access & Layout Customisation: Customise modules, fields and layouts — rename modules to match real-estate vocabulary (e.g. “Deals” → “Properties/Units/Bookings”), add custom fields (unit size, payment milestones, customer preferences, contract dates), and set permissions per role/property type so that only relevant team members see specific data. 

• Reports & Dashboards: Configure dashboards and reports — track leads, properties available vs sold/reserved, sales pipeline status, revenue forecasts, construction project status, booking/payment milestones, agent performance, follow-ups due, contract renewals or handovers.

• Training & Handover: Provide documentation of configuration, and live or recorded training for your team so they know how to use the system, manage properties, update deals, generate contracts/invoices, manage construction milestones or handovers — enabling a smooth transition without dependency.

You’re a real-estate developer, builder, property firm or real-estate agency operating in Egypt, the Middle East, North Africa, or any emerging market — and you know how messy property sales, construction projects, leads, customer follow-ups, and documentation can get if handled manually. What you need is a unified system to manage properties, deals, clients, bookings, construction milestones, payments, and customer interactions — without juggling multiple spreadsheets, folders and ad-hoc tools.

With this gig, I specialise in configuring and customizing the powerful Zoho CRM (and optionally related Zoho modules) for real-estate / construction & sales businesses. I will set up a tailored Zoho configuration to match your exact business flow — from property listing to deal closing, construction tracking to handover — so your operations become smooth, automated, and professional.

This is a configuration-only service (no heavy custom development), suited for agencies or developers who want quick deployment and reliable workflows through Zoho, just like we did for a real-estate client in Beni Suef (Egypt).

Benefits (What You Gain)

By using this service:

• You move from messy Excel sheets, paper files and manual tracking to a centralised, clean, structured system where all property, lead, deal, customer, construction and payment data lives in one place.

• You get automated workflows: no more missed follow-ups, no missed bookings, no outdated status — everything moves in a standardised pipeline.

• Your property inventory and unit status is always up-to-date and accurate — reducing double-bookings, booking conflicts or property listing errors.

• You save time, reduce errors and increase professionalism — faster lead response, streamlined sales & construction operations, and better customer service.

• You gain visibility and control — access to dashboards and reports to understand sales pipeline health, property availability, project progress, revenue forecasts, and team performance.

• You create a system that scales as you grow — whether you have 5 units or 500, whether you manage one development or multiple regions.

Our Experience 

At Zolute Consulting we specialise in CRM, ERP, and automation solutions — including configuration of Zoho for diverse industries. We understand that real-estate and construction have unique workflows: property inventory, unit types, sales cycles, contract stages, construction phases and payment milestones.

We have implemented Zoho-based solutions for clients in real-estate and construction, aligning modules for property management, lead capture, automated workflows, and project tracking — while ensuring usability, clarity, compliance and scalability. We bring best practices: clean data structures, intuitive pipelines, tailored layouts, and user training — so you don’t get just a software setup, but a working backbone for your business.

By choosing us, you’re not buying a generic CRM deployment — you get a Zoho configuration tuned for real-estate & construction/sales operations.

What We Provide 

When you purchase this gig, you will receive:

• A fully configured Zoho CRM (and related Zoho modules if needed) tailored to your real-estate / construction business process.

• Custom modules/fields/layouts for property units, inventory, deals, clients, construction projects (if needed), contract and payment tracking.

• Working automated workflows for lead capture, deal progression, follow-ups, contract generation, and status updates.

• Dashboards and reports relevant to your business: property availability, sales pipeline, booking/contract status, revenue forecasts, project progress.

• Documentation of configuration decisions, field definitions and workflow logic.

• Training session(s) (live or recorded) for your team to use Zoho effectively.

• Handover support (for a defined period) to ensure smooth adoption and address any initial issues or questions.

If you’re ready to ditch spreadsheets, unify your property, sales, leads and project data, and adopt a professional CRM system that matches real-estate and construction workflows — this gig is for you. I focus on customisation & configuration only, enabling you to start quickly, maintain control, and scale without chaos. Let’s build a structured, automated, reliable backbone for your real-estate business together.