Zoho CRM Plus for Real Estate

In the real estate industry, it is common to see agents using legacy tools and traditional methods for managing customer relationships. The rapid spread of new digital platforms, such as modern CRM systems, has caused "old school" real estate professionals to ask: Why should we change when the established processes have worked for years, and the industry continues to thrive? It's normal to view change with apprehension, but old-school methods won't meet the needs of buyers and sellers in today's real estate market.

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Why choose CRM Plus for your real estate business?

CRM Plus empowers real estate professionals to excel in their roles, from property management to client engagement. It's the ultimate solution to thrive in the real  estate industry.

Unified interfaceUnified user-friendly interface

We understand that your focus is on selling—not data entry. CRM Plus ensures that agents can simplify administrative tasks with minimal training, allowing your team to focus on building relationships and closing deals.

Centralized property managementCentralized property management

Consolidate all your property details in one accessible location, so you can free up time to engage with clients and focus on business growth.

Focused account managementFocused account management

Streamline lease and rental renewals, eliminating miscommunications and making the renewal process efficient and stress-free for both you and your clients. Set up workflows to send reminder emails automatically on specific dates.

Personalized property recommendationsPersonalized property recommendations

Set up workflows and emails that dynamically feature the latest properties or relevant information, enabling personalized and up-to-date communication with prospects. Learn about your clients' demographics and recommend only the most relevant properties to them.

Offer an omnichannel experience to your clients

Manage all customer interactions across various channels—including email, phone calls, and social media—from a single dashboard. Readily access any client's information and history to ensure a seamless and personalized experience.

Quick communication

Respect your clients' time with quick communication

Clients often have tight schedules when searching for properties. They expect prompt responses to their questions and concerns. Close the gap between clients and agents by promptly addressing client inquiries about listings, property specifics, and contract terms using live chat throughout their real estate journey. Offer expert advice, file sharing, and seamlessly transition to an audio call when a chat conversation becomes insufficient.

Quick resolution

Resolve rental or lease issues quickly

Streamline repairs and maintenance tickets for rental and lease properties to ensure prompt resolution and customer satisfaction. Simplify the often-complex process of handling requests to enable efficient tracking, assignment, and resolution. Whether it's a leaky faucet, a malfunctioning appliance, or any other maintenance concern, CRM Plus makes it easy to assign the right agent and prevent miscommunications and delays.

Multichannel outreach
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Run post-sale feedback surveys to understand your clients' buying experiences

Gather insights from surveys, reviews, and direct interactions, allowing you to adapt your services and offerings to better meet client needs and expectations. Utilize NPS (Net Promoter Score) or CSAT (Customer Satisfaction Score) surveys to gather feedback and gauge customer satisfaction. Apply insights from these sources to build strong customer relationships and a reputation as a trusted real estate provider.

Social media management

Engage prospects with intelligent chatbots

Automate customer engagement in real estate by implementing chat triggers that proactively reach out to leads with personalized information. Utilize chatbots to suggest properties to potential clients based on property type, location, proximity to schools, hospitals, or markets, and their budget. Facilitate scheduling for site visits to streamline the process.

Engage with leads on social media

CRM Plus also offers social media management, allowing you to schedule posts, engage with followers, and track interactions. You'll build stronger connections with potential clients by staying active and responsive on platforms like Facebook, Instagram, X, and LinkedIn. Monitor clients' feedback and understand their sentiments. Convert any negative response into a support ticket and have an agent address the situation immediately.

Get ready to deliver superior customer experiences.

Unify your sales, marketing, and service teams with a 30-day free trial today. No credit card required.

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