{"id":21603,"date":"2024-05-20T16:26:53","date_gmt":"2024-05-20T14:26:53","guid":{"rendered":"https:\/\/www.agenciareinicia.com\/casos-exito\/active-investors-customer-management-with-zoho-one-2\/"},"modified":"2026-03-13T12:59:54","modified_gmt":"2026-03-13T11:59:54","slug":"active-investors-customer-management-with-zoho-one-2","status":"publish","type":"casos","link":"https:\/\/www.agenciareinicia.com\/en\/success-stories\/active-investors-customer-management-with-zoho-one-2\/","title":{"rendered":"Active Investors: Customer Management with Zoho One"},"content":{"rendered":"\n
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Starting challenges<\/h2>\n\n\n\n
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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 >> <\/p>\n\n\n\n

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  1. Manage Potential Investor requests.<\/li>
  2. Register Investors with signature of contract and payment of deposit.<\/li>
  3. Create groups with individual contracts and sign contracts for each of the incoming Investors.<\/li>
  4. Effective communication with the Investors of the Investor Group.<\/li><\/ol>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n
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    This is how we resolved it<\/h2>\n\n
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