Zoho One Expert Consultants

Zoho is one of the best estate agent CRM software packages because it accommodates for the diverse range of challenges that estate agents and their companies face day to day. Zoho CRM can be bespoke crafted to handle inbound requests, to prepare quotes with company branding, and even for selling property. When setup correctly Zoho CRM can handle the end-to-end process management for estate agents. Zoho CRM can be managed on both desktop and mobile, allowing agents make use of the system wherever they are. 

Estate Agents find the use of a CRM particularly important because of the importance in the industry of nurturing relationships to build the necessary trust to ultimately reach a sale. The use of Zoho enables the user to track their contact with certain individuals, building rapport as they ensure that no point of contact is ever forgotten. Using Blueprints Zoho can also be setup to ensure your agents take the correct action at the exact pre-intended specific points. This should lead to a happier customer base which in turn will bring in more referrals.  

Key features of Zoho CRM for the property industry include;  

Email Campaigns: Integrate Zoho Campaigns with the CRM system to create mail-shots to send to your database, segment the data further using the information on your CRM to create targeted emails to specific groups and run A/B testing to learn ever more on how to interact with the client base.    

Project Management: Keep an eye on all projects as they make their way through the sales pipeline, ensuring that all activity is undertaken at the correct time. 

Marketplace Integration: Zoho marketplace allows you to choose a number of additional programs to integrate with your CRM. Use this capability to ensure the tools you wish to use are speaking to your CRM. 

Customer access to portals: Make use of Zoho Desk to allow sellers and buyers to directly communicate with your business through a portal. All information added here can be recorded against the person in your CRM. 

Zoho CRM can be used to address the specific needs of insurance brokers and providers. Within it you can organise your leads and incoming claims, the system can be automated to create activities for the right members of your team at the right time as these progress. Zoho can be used to manage multiple policies, whilst aiding your agents to close deals and build lasting relationships. 

Key features of Zoho CRM for the Insurance industry include;  

Marketplace Integration: Zoho marketplace allows you to choose several additional programs to integrate with your CRM. Use this capability to ensure the external tools you wish to use are speaking to your CRM. 

Mobile App: Allows your agents out and about to make use of everything Zoho CRM has to offer. 

User-friendly/bespoke dashboards and interface: Create dashboards specific to job roles or make them bespoke for individuals as they find their optimum way of working with the system.  

Zoho SalesIQ sales assistant: Integrate Zoho SalesIQ with the CRM and setup automated, curated messages based upon your website visitor activity or source of referral. SalesIQ also allows for live chat with customers on the website. 

Zoho CRM can be setup to be a stakeholder relationship management system. Use the system to communicate with stakeholders, as well as enticing and retaining your donors and volunteers. Zoho CRM has a searchable database, and can be integrated with Zoho Books or Finance Plus to keep track of spending. Non-profit projects can be very complex but Zoho CRM allows you to migrate your business information from spreadsheets and to automate your diverse range of processes. Zoho CRM also offers non-profits companies discounts on their membership 

Key features of Zoho CRM for Non-Profits;  

Automated Emailing - Engage your stakeholders throughout with pre-made templates that are triggered when certain behaviours are met. 

Custom-build Modules: Map everyone from donors to volunteers to beneficiaries in their own modules and make use of Zoho Desk to create separate portals for each. 

Multi-Platform Presence: Zoho has integrations for Social Media, Website Live Chat, Email Campaigns, Whatsapp and SMS, helping you to improve brand visibility. 

Safe Transactions: Zoho checkout integration allow for consolidation of different payment methods. Available to those on mobile too. 

Webforms: Use Zoho Forms integration to collect information and store it straight into the CRM against new or existing contacts. The forms can be stand alone or embedded into webs pages. 

Service businesses need a CRM that allows them to be fast with their customer service to breed customer happiness. Customers will have much more desire for a personalised service, with contact-on-demand (including with members of the team in the field) and quick solutions. The organisation of all your data on Zoho CRM and automation of tasks and some communication makes this eminently more possible.  

Key features of Zoho CRM for Service Businesses;  

Document management: Utilise Zoho CRM’s ability to hold data from all facets of your business. The integration of other apps and plug-ins means every document can be stored against relevant contacts and accounts, making their access a few clicks away.  

All Areas of Business in One Location: Zoho has stores all of your customers in a single location,  including your leads, contacts and accounts. All information against these can be accessed and is updated in real-time. 

GDPR compliant: Zoho CRM has a number of built-in features to help businesses stay compliant for GDPR and other EU & UK regulations. 

Access on the Move: Agents can provide usual services and be tracked by management when either are on the go using the mobile app. 

Zoho CRM is great for use by Travel Agencies because it can be integrated along with Zoho Forms so that you can get all information entered onto your website directly added into your CRM. Depending on the information coming in you can segment your new leads and contacts so that the right team member takes ownership. For travel agencies there is often a vast number of clients in the system, you can reduce the workload on your team by creating pre-made email templates that automatically send out (making use of work-flows) at pre-defined times to the customers as they meet important milestones in their journey with you (i.e such as Itinerary and ‘Thank You’ emails). Templates can also be used to create branded quotes fast.   

Other Key Features of Zoho CRM for Travel Businesses;  

Manage Campaigns on Multiple Platforms: Integrate Zoho Campaigns and Social to market your popular destinations across multiple platforms simultaneously. As all apps are interconnected, you’ll be able to monitor results and build a picture of which individuals react best to different platforms. 

Real Time Dashboards and Reports: Zoho CRM can have unlimited reports setup based to your exact requirements, these reports can be cloned and tweaked to present the life-data you need to see. In addition, dashboards can be setup for the individual or teams to show a range of data from across the modules, including any custom ones you need setting up. 

Adept Cloud will work with you to craft Zoho CRM to your bespoke requirements understand and craft a bespoke CRM system, designed specifically for your company needs. We train your team to use the software to its maximum potential, ensuring you can flourish in the face of the challenging construction market. 

Key Features of Zoho CRM; 

Real-time Access to Important Information - CRM software is designed to save time & provide easy-access to tools making you more efficient and productive, including; 
 

• Quick and secure access to customer historical and financial data. 

• Real-time access to business data and analytics.  
• Store all project-related documents for a customer in one centralised database. 

Your company will consist of different teams, each needing to follow their processes.  

• Ensure Sales Reps follow up with their prospects & clients in a timely, effective manner. 

• Make use of Blueprints to ensure no stage is progressed without the correct details. 
• Easily see upcoming calls and tasks, as well as all notes against them. 

CRMs provide visibility of the entire sales cycle, including; 

• What projects your sales reps are  prospecting. 

• Where your prospects are in your bespoke staging cycle.  
• How many clients your sales team members are working with. 
• How your forecast is transitioning in the near future. 

As a company in the construction industry, you have to keep on top of many different areas. Through a CRM you can manage; 
 

• Inbound and outbound leads. 
• Marketing Campaigns.  
• Following-up sales activities & analyse performance. 
• Monitor Projects through to conception. 

Zoho is a perfect choice for start-ups needing a CRM. For starters, it is reasonably priced, with further discounts being offered when you subscribe to Zoho app packages (bundles of business applications for different processes within your business, including Zoho One which includes all of Zoho's collection) and sign up all members of your team. As a consequence this means that a start-up company can begin with Zoho CRM but as they require new tools to conduct business, can make use of Zoho's selection of 40+ applications.

Many new start-ups will look for basic features such as being able to integrate contact forms, live chat & newsletter signup on their websites, this is all possible with Zoho's additional applications.

The CRM offers a neat and easy-to-understand method of managing the leads and contacts through the sales pipeline whilst integrating emails, campaigns and lots of handy automation. Additionally the CRM and majority of other apps are all downloadable on mobile meaning your team can work whilst out in the field and from home.