Zoho CRM + Zoho ONE Perfect For Real Estate Companies Here's Why!
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- Опубліковано 12 лис 2024
- Zoho CRM + Zoho ONE Perfect For Real Estate Companies Here's Why!
If you own or work in a Real Estate company Zoho ONE is perfect for you. Customise is to be setup exactly how you would want it to work.
There's so much Zoho ONE can do for you. It will replace many of your current subscriptions. Allow you to work more productively and design a business process you love. This video is a drop in the ocean when it comes to Zoho ONE's possibilities.
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Which module should we manage the Agent activities being a real estate company. Would it be a contact please ?
Yeah Contacts would make sense.
If you have Zoho ONE you could create a specific module for Agents that you can then add relevant fields etc.
Love your videos. I run an airbnb management company and have 2 types of clients:- guests and landlords. Which is the best place to setup management landlords and properties. I was looking at Contacts for landlords and accounts for properties however then I realised you can only have one contact per account which isn't helpful for multiple property landlords. I also need to charge invoices to each property any help would be appreciated
Good question.
Maybe setup a new module for the properties.
And yeah the landlords or their companies should be the accounts.
Then the landlords names should be your contacts.
Just rename the products module and assign multiple contacts, that's the way we handle it.
Can I use to it marketing follow up?
Yeah of course. Many apps for this combined.
Is it connected with zaiper
Yeah you can connect through Zapier. They also have an app called Zoho Flow which is like Zapier.