Zoho CRM for Real Estate Businesses – Leads, Site Visits, Bookings and Payments
Infobyd sets up Zoho CRM for real estate developers, builders and brokers so leads, site visits, unit inventory, bookings and payment schedules are managed in one place. We are a Zoho Advanced Partner founded in 2016, with offices in Indore and Patna and 1240+ clients served in India and abroad.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
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Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Four problems we hear from builders and brokers
Real estate sales depend on speed. A lead called in 5 minutes is very different from one called tomorrow.
"Portal and ad leads come in, but many are never called."
Leads arrive from property portals, Facebook, Google, hoardings and walk-ins. Some get lost in email and WhatsApp.
Every lead lands in Zoho CRM within minutes, gets a lead score and goes straight to the right sales person for that project, so every buyer gets a fast call.
"We don't know which source actually brings buyers."
Money is spent on portals and ads, but site visits and bookings are not linked back to the source.
Each lead keeps its source tag from first contact to booking, so Zoho Analytics shows visits, bookings and cost for every lead source.
"Two sales people promised the same flat."
Unit availability sits in an Excel sheet. By the time it is updated, a unit is double-committed.
Property inventory management software on Zoho Creator shows live unit status by tower and floor, and a blocked unit is held for a set time so nobody else can sell it.
"Payment follow-ups after booking are messy."
Construction-linked instalments, reminders and receipts are tracked manually. Channel partner commissions are disputed.
Payment schedule tracking linked to each unit raises demand letters at every milestone, sends reminders before due dates and links each channel partner's commission to the deal.
Built for these kinds of real estate businesses
From a single tower to many projects, the same Zoho system follows your sales and booking process.
Towers, floors and unit types with live availability.
Plot numbers, sizes and phases tracked like units.
Each villa with its own cost sheet and payment plan.
Shops and offices booked with milestone-based payments.
Leads from many projects, visits and commissions in one place.
One owner view across projects, sites and cities.
Is Zoho CRM good for real estate?
Yes – Zoho CRM is a strong real estate CRM, in India and abroad, because it handles fast lead response, site visit scheduling and long follow-up cycles. We add real estate-specific parts on top:
Leads, source tracking, auto assignment, site visits, deals
Project, tower and unit inventory with live status: available, blocked, booked, sold
Booking amount receipts, demand letters and payment tracking
Launch and nurture campaigns
Live chat on your project website
Need something special for property sales, like live unit inventory, payment plans, demand letters or a channel partner portal? We build these real estate features for you on Zoho CRM and Zoho Creator, around your own projects and rules.
How a real estate business runs on Zoho – the complete flow
We build the system around your business process. You do not have to change your business to fit the software. We design unit locking and payment rules around your project, not a fixed template.
Click a stage to see its detailed flow
Lead to site visit
Result: Every lead gets a fast call and no site visit is missed.
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Step 1.1
Lead capture
Property portals (99acres and MagicBricks in India, or any portal or website that sends leads by email or API), ads, website, chat, calls, channel partners and walk-ins, all in one place within minutes.
Zoho Forms Zoho SalesIQ Zoho CRM -
Step 1.2
Qualification and assignment
AI lead score, budget and unit type; lead goes to the right sales person by project.
Zoho CRM Zia -
Step 1.3
Site visit
Visit booked with reminders; feedback logged on mobile.
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Step 1.4
Follow-up
Brochure, price list and reminders by email or WhatsApp (WhatsApp messages are charged).
Zoho CRM Zoho Campaigns
Booking
Result: No double sale, clear pricing and a properly documented booking.
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Step 2.1
Live unit inventory
Units by tower and floor: available, blocked or booked.
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Step 2.2
Cost sheet and unit blocking
Price break-up in your format; unit held for a set time.
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Check point
Booking documents
Buyer details and documents are checked.
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Step 2.4
Booking amount and allotment
Receipt sent; allotment letter signed online where allowed.
Zoho Books Zoho Sign
Payments and updates
Result: Every demand goes out on time and buyers stay informed.
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Step 3.1
Payment schedule and demand letters
Raised at each construction or time milestone, with tax as per your country (GST in India, VAT or GST in other countries).
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Step 3.2
Reminders and receipts
Reminders before due dates; outstanding report updates.
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Step 3.3
Home loan tracking
Bank, sanction and disbursement status for each buyer.
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Step 3.4
Construction updates
Progress with photos sent to buyers.
Zoho Projects Zoho Campaigns
Possession and after-sales
Result: A smooth handover and maintenance issues handled properly.
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Quality gate
Unit inspection and snag list
Defects listed with photos and closed before handover.
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Step 4.2
Possession and handover
Dues cleared, keys and documents handed over and recorded.
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Step 4.3
Maintenance requests
Logged and tracked to closure.
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Step 4.4
Referrals
Feedback and referral offers to happy buyers.
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Running across every stage
Leads by source, visits, bookings, collections and unsold units
Alerts for new leads and approvals
Project and buyer documents
Links portals and other software (where they allow a link)
What you can track after go-live
- Cost and result of each lead source
- Site visits planned, done and converted
- Live unit availability for every project
- Collections due, received and pending
- Channel partner leads and commissions
Can Zoho CRM capture leads from 99acres, MagicBricks and Housing.com?
Often, yes. In India, many portals such as 99acres, MagicBricks and Housing.com send leads by email or offer an integration (a direct link between two systems). In other countries, leads from any property portal or website that sends leads by email or API land in Zoho CRM in minutes, auto-assigned to the right sales person, with the source marked. No lead waits in an inbox. (Each portal's link depends on the vendor; we check this in the free call.)
How we set up Zoho for your real estate business
From the first call to your first booking on Zoho, you know what happens next and what you get.
Sales flow walkthrough
We go through your sales and booking flow with you on a video call, from lead to possession.
- Your lead sources, portals and channel partners
- Projects, towers, unit types and price lists
- Payment plans and the reports the owner needs
- Your tools today: Excel, Tally or other software
You get: a clear picture of where leads and money are lost, and which Zoho apps fit.
Plan and quote
We write down what the system will do and share a quote.
- Lead rules, unit locking and approvals to build
- Zoho apps, edition and number of users
- Leads, units and buyers to move, and portals to connect
- Timeline with clear milestones
You get: a written plan and quote. You approve it before we build anything.
Build and test
We build your system and test it with your real projects.
- CRM, Creator and Books set up as per the plan
- Leads, units, buyers and payment schedules moved in
- Portal and website leads tested end to end
- Booking and demand letters tested with sample units from your project
You get: a working system, checked with your own projects. See our data migration service.
Go live and support
Your team starts using Zoho, and we stay with you.
- Training by role: sales, site staff, CRM team and accounts
- Short user guides and recorded sessions where possible
- 24x7 client support, with a reply within 30 minutes to 1 hour
- New projects and towers added as you grow
You get: one team that knows your setup. See Zoho support and AMC.
Site sales on mobile, and your data kept safe
Mobile app
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Works at the site Zoho CRM has Android and iOS apps, so site staff log visits, call buyers and update deals from the site.
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Live units on the phone The unit inventory app on Zoho Creator runs on Android and iOS, so sales sees what is free before quoting.
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Snag list with photos Site engineers record defects with photos in the Creator app before handover.
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Each person sees only their part Roles and permissions for sales, site staff, CRM team, accounts and channel partners.
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Data in your region Zoho runs data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right one.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesBuild Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Events and exhibitions · Ontario, CanadaNational Event Management
Challenge: Agents tracked many events, products and custom contracts by hand.
Contracts, payments and CRM records now update on their own.
Read case study Asset management · Karnataka, IndiaCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Team is very responsive and they have implemented CRM solutions very smoothly
They are very quick with their service and their understanding and knowledge of the task
The team clearly understood our requirements, delivered everything on time, and provided excellent support
I highly recommend them to anyone using Zoho
From our blog
All postsZoho for real estate businesses worldwide
Builders and brokers everywhere need fast lead response, no double booking and on-time collections. We set up the same connected system for them online, from our offices in India.
Countries we serve
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IN
India Indore head office and Patna, with clients across the country.
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CA
Canada all provinces.
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ZA
South Africa Johannesburg, Cape Town and more.
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NZ
New Zealand Auckland, Wellington and more.
How we work across countries
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Your time zone
walkthroughs, testing and sales team training are planned in your office hours.
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Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
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Your data centre
your buyer and booking data is kept on the Zoho data centre for your region (India, US, Europe, Canada, Australia, UAE and more).
Frequently asked questions
Can sales people use Zoho CRM on mobile at the site?
Yes. Zoho CRM has Android and iOS apps. Site staff can log visits, call buyers and update deals from the site.
Can the system stop two people booking the same unit?
Yes. We set up unit status rules. Once a unit is blocked or booked, others see it as unavailable.
Can we give channel partners access?
Yes. Zoho CRM portals or a Zoho Creator portal can let partners register leads and see their status (depends on your plan). This makes channel partner management in real estate simpler, with commissions linked to each deal.
Can it send WhatsApp messages to buyers?
Zoho CRM supports WhatsApp Business messaging through Zoho's integration. Message templates need Meta's approval, and messages are charged. We set up templates for visit reminders and payment reminders.
How much does it cost and how long does it take?
Zoho licence cost depends on the plan and users; see Zoho's official pricing page. For our service, ask for a quote. Time depends on scope – we share a clear plan after the free consultation.
Do you set up Zoho for real estate businesses outside India?
Yes. We work with developers, builders and brokers in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the sales flow walkthrough to training, are done online, in your working hours.
Will invoices and tax reports follow my country's rules?
Yes. Zoho Books comes in country editions, for example with VAT filing in the UAE, GST/HST returns in Canada and BAS reports in Australia. We set up the edition for your country and check the tax setup with your accountant.
Answer every buyer faster
Book a free call. We will map your lead-to-possession flow and show it in Zoho CRM.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served