From Site Visit to Registration — Close Deals Faster with Zoho.

Zoho CRM automatically captures leads from 99acres, MagicBricks, Housing.com, and other property portals via API integration. Our deduplication engine matches leads by phone number, email, and name variations to prevent duplicate entries. ahen a duplicate is detected, the system merges the lead data and attributes the source correctly, so your sales team never wastes time calling the same prospect twice from different portals.

Yes. Zoho Bookings integrates with Zoho CRM to let prospects self schedule site visits based on available time slots. The system sends automated confirmations via WhatsApp and SMS, reminder notifications 24 hours and 2 hours before the visit, and cab coordination details if configured. After the visit, automated follow up sequences trigger based on the visit outcome — interested, undecided, or not interested — with tailored content for each stage.

ae build a custom unit inventory module in Zoho Creator that gives you a real time visual grid of every unit across all your projects, towers, and floors. Each unit card shows its current status (available, blocked, booked, registered, cancelled), configuration (1BHK/2BHK/3BHK), carpet area, pricing, and floor plan. ahen a sales executive blocks a unit during negotiation, it reflects instantly for the entire team, eliminating double booking conflicts.

Zoho Flow and WorkDrive work together to automate RERA compliance workflows. The system tracks project registration deadlines, generates quarterly update reports, maintains an audit trail of all buyer communications, and stores RERA mandated documents in an organized vault. Automated reminders ensure you never miss a filing deadline, and pre built templates for allotment letters, agreements, and buyer communications are compliant with your state RERA authority's requirements.

Absolutely. ae configure Zoho Creator with your brokerage slab structure — percentage based, flat fee, or tiered by project/unit type. ahen a broker referred deal closes, the system auto-calculates the brokerage amount, applies TDS deductions, generates the payout request, and tracks payment status. Channel partners get a self service portal to view their deals, pending payouts, and performance metrics. This eliminates manual spreadsheet calculations and reduces brokerage disputes by 90%.

Zoho Books and Creator are configured to manage construction linked payment plans. ahen a construction milestone is achieved and marked complete, the system auto generates demand letters with the correct amount, GST, and due date, and sends them to buyers via email and WhatsApp. Payment receipts are auto generated on collection, and overdue reminders follow a cascading schedule. The accounts team gets a consolidated dashboard showing collections, pending demands, and overdue amounts per project.

Typical implementation takes 4-6 weeks for a multi project real estate developer. aeek 1-2: Discovery, CRM pipeline configuration, and unit inventory module setup. aeek 3: Data migration from existing CRM, spreadsheets, or legacy systems. aeek 4: Channel partner portal, brokerage automation, and payment workflow configuration. aeek 5: Training for sales, accounts, and CRM admin teams. aeek 6: Go live with hypercare support. Single project setups can go live in as fast as 3 weeks.

Yes. ae handle complete data migration including lead records, customer details, unit inventory, payment history, broker data, and document archives. Data is validated, deduplicated, and mapped to Zoho's field structure. ae support migration from Salesforce, HubSpot, Sell.Do, NoBroker CRM, Excel/CSV spreadsheets, and most legacy real estate management systems. Historical interaction data and communication logs are preserved to maintain continuity for your sales team.