Success Story: Real Estate CRM with Zoho

How Breezom Digitized Its Real Estate Sales Funnel with Zoho

goal

Provide full traceability throughout the real estate sales funnel, from the lead to the deed.

Results

+2.000

Monthly leads with full traceability

-65%

First Response Time

+100

Homes Sold Per Year

Starting challenges

Breezom has a small but highly agile structure and a large volume of business: a network of agents spread across different regions, more than 24,000 inquiries per year, and more than 100 transactions annually. They needed >>

A real estate agent assisting a couple of clients during a home tour

Lack of true traceability of transactions by funding channel
Difficulty in Measuring the ROI of the Digital Marketing Mix
Inconsistent tracking processes between presales and sales
Disjointed systems and manual processes, with limited visibility for management
A previous technology project that did not move forward due to a lack of insight into real estate processes

This is how we resolved it

Zoho CRM as the central hub, with a data model specifically designed for real estate and a clear workflow: lead → qualified → visit → reservation → sale.
Lead generation with full traceability using Zoho Forms on the website and campaign landing pages, tracking the channel and source for each transaction.

Documentation of follow-up using Blueprints and omnichannel communication (email, phone, WhatsApp Business for Enterprises, chat) centralized in the customer’s profile.
Digital signatures with Zoho Sign and reporting with Zoho Analytics, featuring real-time dashboards for the entire team.

We get together

Complete traceability of more than 24,000 leads per year, from the lead generation channel through to the sale.
First-response times are 65% faster.
Conversion cycle from months to weeks, from visit to reservation.
Allocation of an annual investment of tens of thousands of euros in digital marketing.
4 centralized channels (email, phone, WhatsApp, and chat) in a single contact record.