Developing a Custom Zoho CRM Solution for Property Sale & Purchase with Realeflow Integration and Automated Email Notifications for VIS Group LLC
Tris (VIS Group LLC) Develop Zoho CRM for Property Sale and Purchase Business and send Email to their Clients on the record action and integrate it with realeflow app to create lead on the creation of contact in app.
Problem Statement:
The client wants to develop the Zoho CRM for Property Sale and Purchase and for with email notifications and to integrate with realeflow app.
Our Solution:
Based on the client’s specific requirements, we prepared the following modules: Leads, Contacts, Accounts, Deals, and one custom module named "Property." When a lead is created, a task is automatically generated. As the lead's status changes, a deal is created, and upon deal creation, a meeting link is sent to the client.
Here are the key features of the Automation.
1. When record is created in Lead Module the
2. When a lead is created, a task is generated and assigned to the user.
3. The deal will be created when a lead status is going to contacted/qualified.
4. The meeting is created on the base of deal creation.
5. The Email 15 Email Notifications are sending to the sellers/investors/buyers.
6. The lead creation through Zapier from app.realinvestortools.com on the creation of contact.
In CRM
In conclusion, we have tailored our CRM setup to meet the client’s specific needs by developing key modules, including Leads, Contacts, Accounts, Deals, and a custom "Property" module. This workflow ensures a seamless process where tasks are automatically assigned when a lead is created, deals are generated as lead statuses change, and clients receive meeting links as soon as a deal is established, streamlining communication and enhancing overall efficiency.
