Skip to Content
+966 59 763 5900info@dgprojx.com
Client SupportClient Loginالعربية
Case study · Zoho

Sulaiman Al Rajhi Real Estate

Connecting sales, unit handover, after-sales maintenance and SAP on one Zoho One platform for a Saudi real estate developer.

Book a Free ConsultationAll case studies
At a glanceSulaiman Al
IndustryReal estate development
CountrySaudi Arabia
PlatformZoho
ApplicationsZoho One · Zoho CRM · Zoho FSM · Zoho Creator · SAP S/4HANA integration
ServicesZoho consulting · Customization · Integration · Training
Home › Our Work › Sulaiman Al Rajhi Real Estate
Business challenge

A growing portfolio needed one customer and unit record

The company already ran its sales on Zoho CRM under Zoho One, but the system had to keep pace with a growing portfolio of units and a more demanding customer journey. Sales, finance and after-sales each needed the same customer and unit data, while key records lived in SAP S/4HANA. Unit handover, snagging and post-delivery maintenance relied on manual coordination, and buyers had no self-service view of available units.

Project scope

What the engagement covered

The scope was agreed with the commercial, shared services and transformation leaders before any build started.

  • Zoho CRM enhancement across the sales journey
  • Zoho FSM for unit handover, snagging and post-delivery maintenance
  • SAP S/4HANA integration for customers, units and payments
  • A buyer portal in Zoho Creator showing units under sale
Solution architecture

How the pieces connect

LeadZoho CRM: customer, unit, dealSAP S/4HANA: customers, units, paymentsUnit handover in Zoho FSMSnagging inspectionPost-delivery maintenanceBuyer portal in Zoho Creator

Illustrative flow of the delivered solution.

Applications implemented

Zoho One at the center, SAP connected

Zoho CRM

Zoho CRM

Enhanced to support the full sales journey for units and buyers.

Zoho FSM

Zoho FSM

Unit handover, snagging and post-delivery maintenance in one controlled flow.

Zoho Creator

Zoho Creator

A buyer portal that shows units under sale.

Integration

SAP S/4HANA integration

Customers, units and payments kept in sync with the ERP.

Implementation approach

Five steps from insight to results

1

Understand

Workshops with commercial, shared services and transformation leaders.

2

Analyze

Review of the existing CRM against the agreed scope of work.

3

Design

A data model linking customers, units and payments across CRM and SAP.

4

Implement

Parallel workstreams for CRM, FSM, integration and the portal.

5

Adopt & Improve

Role-based training and post-go-live refinement.

Business impact

What changed for the business

  • One source of truth for customers, units and payments across Zoho and SAP.
  • A controlled, traceable process for unit handover and snagging.
  • After-sales maintenance managed in the same system as the sale.
  • Buyers can view available units without calling the sales team.
Related services

Explore the services behind this project

Zoho One

Explore →

Zoho CRM

Explore →

Zoho FSM

Explore →

Zoho Creator

Explore →

CRM & ERP Integration

Explore →

Real Estate industry

Explore →

Running real estate sales and after-sales on disconnected systems?

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

Book a Free ConsultationChat on WhatsApp
Book a ConsultationWhatsApp