Only you can close the sale—we'll take care of the rest

In the real estate industry, a communication gap could result in lost deals. We don't just mean losing money, but also the effort involved from all parties, the time you put in, your client's prospect of a good home—all of it could go to waste. Learn how to coordinate your work more efficiently with Zoho Projects, our  collaborative project management solution.

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What is real estate project management?

Projects in the real estate industry may vary from renovation projects that require detailed planning to a complicated deal that involves skilful negotiation. Project management in real estate industry covers planning, schedule management, resource management, collaboration and stakeholder relations management.

Common challenges in the real estate industry

 
Long overdue

Whatever you're selling, whether it's a building or plot of land, there's always a possibility of delays in construction, client funds, or sale proceedings.

 
Cannot be reached

A majority of work in real estate takes place over the phone, which often means dealing with lots of missed calls, messages, and updates.

 
Time and again

Though every client and property is unique, much of your basic work and tasks for each deal is routine. Repeatedly completing the same tasks for different deals and keeping track of everything for every prospect is bound to get tedious and repetitive.

 
Despite your best efforts

The real estate industry has evolved to become more than just selling homes and closing deals. Agents now have responsibilities in many areas, including development, sales, marketing, brokerage, and property management. This often means you end up getting overworked and overcommitted.

Why you need Zoho Projects

  • Schedule management
  • Document handling
  • Real-time collaboration
  • Detailed planning
  • Custom templates
  • Resource utilization

In the real estate industry, time and reliability are critical factors, so Zoho Projects keeps you on schedule. Use customizable Gantt charts to keep up with your timeline, stay up to date on critical tasks, and set up baselines to track any real-time deviations.

Your document types often vary depending on the kind of work you do. Whether it's a sale contract, an inspection report, or a lease agreement, you can directly upload these documents to your relevant tasks. Zoho Projects also keeps track of your versions for future reference.

When several different parties rely on you to get work done, it means you're on call all the time, keeping track of anything from texts, DMs,emails, and calls. Add your clients to Zoho Projects to streamline communication between all the stakeholders.

These days, the real estate industry isn't just about selling a house, but also involves website creation, marketing, sales, and other professional services. Break down your projects into milestones, task lists, tasks, and sub tasks to track and complete your work items easily. Assign the right people to the right work to get things done efficiently.

While every client is unique and every deal is different, your process might involve the same outline of tasks that need to be done each time. Zoho Projects lets you create custom project templates to overcome this.

Keep your employees engaged by assigning them the best work for their time and resources. In Zoho Projects, you can assign work based on how busy an employee is or check who is available during a particular time period. The resource utilization chart gives you more insight into how over- or underworked your team members are.

  • Schedule management

    In the real estate industry, time and reliability are critical factors, so Zoho Projects keeps you on schedule. Use customizable Gantt charts to keep up with your timeline, stay up to date on critical tasks, and set up baselines to track any real-time deviations.

  • Document handling

    Your document types often vary depending on the kind of work you do. Whether it's a sale contract, an inspection report, or a lease agreement, you can directly upload these documents to your relevant tasks. Zoho Projects also keeps track of your versions for future reference.

  • Real-time collaboration

    When several different parties rely on you to get work done, it means you're on call all the time, keeping track of anything from texts, DMs,emails, and calls. Add your clients to Zoho Projects to streamline communication between all the stakeholders.

  • Detailed planning

    These days, the real estate industry isn't just about selling a house, but also involves website creation, marketing, sales, and other professional services. Break down your projects into milestones, task lists, tasks, and sub tasks to track and complete your work items easily. Assign the right people to the right work to get things done efficiently.

  • Custom templates

    While every client is unique and every deal is different, your process might involve the same outline of tasks that need to be done each time. Zoho Projects lets you create custom project templates to overcome this.

  • Resource utilization

    Keep your employees engaged by assigning them the best work for their time and resources. In Zoho Projects, you can assign work based on how busy an employee is or check who is available during a particular time period. The resource utilization chart gives you more insight into how over- or underworked your team members are.

Feature to upload all real estate documents
Set dependencies to track your real estate business
Generate email invoices to clients
Resource utilization chart
Check instant updates about all real estate projects in feed
Schedule meetings
Create real estate project management templates

See how Zoho Projects helps you work better

Upload and manage all property-related documentation
Set dependencies and track your progress with your critical path and baseline
Generate and email invoices to clients
Use Resource Utilization to balance the workload among your team members
Check your Feed to get instant status updates from your clients and contractors
Use the Calendar to manage schedules, plan meetings, and always stay up to date
Create templates to easily replicate your past projects and the tasks involved

Integrations

Get the added advantage of several Zoho apps and other third-party apps.

More Integrations
  • Zoho Mail
  • Zoho Invoice
  • Slack
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  • Office 365
  • Zoho Writer
  • Calendar

With Zoho, we've been able to achieve four times the number of simultaneous implementations with the same head count, improving revenue, profitability, and employee well-being.

Lee TrevenaCEO, LeaseEagle

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