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Zoho
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Construction & ContractingManufacturingReal EstateServices & MaintenanceHealthcareRetailB2B Trading & DistributionLegal & Professional ServicesFrom first enquiry to handover and after-sales, on one record
We help developers and real-estate companies manage leads, units, reservations, payment plans, handover and maintenance in one connected system.
Where real-estate sales and service break down
Leads without unit context
Sales teams can't see which units are available, reserved or sold.
Payments tracked outside CRM
Payment plans live in finance systems that sales cannot see.
Handover chaos
Snagging lists, appointments and fixes are handled on paper.
Weak after-sales
Owners' maintenance requests have no SLA or history.
The buyer journey, connected
Illustrative workflow, configured to each client's process. Not every step runs in one native application.
Sales, finance and operations share one view of the buyer
| Department | What gets connected |
|---|---|
| Sales | Leads, site visits and reservations linked to specific units and projects. |
| Finance | Customers, units and payments synchronized with the ERP, such as SAP. |
| Delivery & handover | Handover appointments and snagging inspections run as field-service jobs. |
| Customer care | Owners raise maintenance requests and follow them through a portal. |
How we typically build it
Zoho for real estate
Authorized PartnerA flexible CRM-led platform for sales, handover and after-sales service.
- Zoho CRM with projects, units and reservations
- Zoho FSM for handover, snagging and maintenance
- Zoho Creator buyer portal
- Integration with your ERP
Odoo for real estate
Silver PartnerA fit when property sales, rentals and accounting must live in one ERP.
- Odoo CRM & Sales
- Accounting and payment schedules
- Field Service & Helpdesk for maintenance
- Customer portal
Keep buyers informed without extra work
Payment reminders
Automatic reminders before each installment, by email or WhatsApp.
Handover scheduling
Buyers book handover slots; inspectors receive jobs on mobile.
AI enquiry triage
Incoming enquiries classified by project and intent, then routed, with human review.
See the whole portfolio
Units available, reserved and sold
Lead-to-reservation conversion
Collections due and overdue
Handover and snagging close-out time
Trusted by real-estate leaders
Go further
Questions developers ask
Can the CRM show live unit availability?
Yes. Units are records linked to projects, so sales see availability and reservations in real time.
Can it integrate with our ERP?
Yes. We design integrations for customers, units and payments with ERPs such as SAP, scoped per project.
Can buyers see their unit status?
Yes, through a customer portal built in Zoho Creator or the Odoo portal.
Do you handle post-handover maintenance?
Yes. Maintenance requests become field-service jobs with SLAs and history.
Let's talk about how your business really runs.
A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.