Active Investors: Customer Management with Zoho One Reinicia Agency

Active Investors: Customer Management with Zoho One

goal

Fundraising and Investor Relations Management

Results

+132%

Investors Managed per Month

+600

Investors attracted in 1 year

+1.200

Contracts signed in 1 year

Starting challenges

Active Investors is a company dedicated to the purchase and sale of homes and other types of real estate with the aim of providing agile and efficient solutions to meet the investment needs of its customers in the real estate market. They needed >>

Manage Potential Investor requests.
Register Investors with signature of contract and payment of deposit.
Create groups with individual contracts and sign contracts for each of the incoming Investors.
Effective communication with the Investors of the Investor Group.

This is how we resolved it

Configuration of Zoho CRM to manage individual and corporate Potential Investors and Investors, as well as register and associate Investor Groups with their respective members.
Carry out micro communication campaigns targeting Investors within each Group in an efficient manner.
Preparation of Zoho Campaigns to send mass segmented communications.

Basic setup of Zoho Forms to capture investor data and store it in Zoho CRM in two simple steps: registration and pre-registration along with initial payment and contract signing.
Zoho Sign configuration with Forms for digital signature of documents with legal validity.
Zoho Webinar connection with Zoho CRM to conduct videoconference meetings with Investor Groups.

We got

Attract more than 600 investors in 1 year thanks to the integration, digitalization and automation_ of the processes for attracting and managing investors.
Manage more than 1,200 contracts thanks to the centralization of all the company’s processes: marketing, sales, administration and operations on a single platform.
Omni-channel communication via mail, telephone and webinars thanks to centralized activation of all channels in Zoho CRM