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ZOHO Services
Initial Setup: Setting up Zoho CRM, including account creation, configuration, and customization to suit the realtor's specific needs.
Contact Management: Importing and organizing contacts, leads, and clients, ensuring all information is up-to-date and accurately categorized.
Lead Capture and Assignment: Setting up web forms and automation to capture leads from the realtor’s website and assign them to appropriate team members.
Listing Management: Creating and managing property listings within Zoho, including details, images, and documents.
Property Matching: Setting up automated matching of properties to potential buyers based on their preferences and requirements.
Document Management: Organizing and storing all property-related documents within Zoho, ensuring easy access and retrieval.
Task Automation: Setting up automated workflows to manage tasks such as follow-ups, appointment scheduling, and reminders.
Email Automation: Creating automated email campaigns and drip sequences to nurture leads and keep clients informed about new listings and market updates.
Notification Setup: Configuring notifications and alerts for new leads, upcoming appointments, and task deadlines.
Email Templates: Designing and setting up branded email templates for various communications, such as welcome emails, property updates, and follow-ups.
SMS Integration: Integrating SMS capabilities to send automated text messages for confirmations, reminders, and alerts.
Call Tracking: Implementing call tracking and logging to ensure all client interactions are recorded and accessible within Zoho.
Custom Reports: Creating custom reports to track sales performance, lead conversion rates, and other key metrics.
Dashboard Setup: Setting up dashboards with real-time data to provide a clear overview of business performance.
Market Analysis: Analyzing market trends and generating insights to help the realtor make informed decisions.
Email Campaigns: Designing and executing email marketing campaigns to promote listings and engage with clients.
Event Management: Managing events such as open houses, webinars, and seminars, including registration, reminders, and follow-ups.
Survey and Feedback: Setting up surveys to collect feedback from clients and leads, analyzing responses to improve services.
Third-Party Integrations: Integrating Zoho with other tools and platforms the realtor uses, such as MLS, Zapier, or other real estate software.
Custom Fields and Modules: Creating custom fields and modules to capture specific information relevant to the realtor’s business.
API Setup: Configuring API integrations for seamless data exchange between Zoho and other systems.
Calendar Management: Managing the realtor’s calendar, scheduling appointments, and sending reminders.
Task Management: Creating and assigning tasks, setting priorities, and ensuring deadlines are met.
Compliance and Regulations: Ensuring all processes comply with relevant regulations and standards, including data privacy and security.
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