Class A Real Estate Case Study: Zoho CRM

At a glance

Properties onboarded with valuations

Leads matched to listings

Contracts signed online

Commissions and remittances tracked

The challenge

What Class A Real Estate needed to fix

Class A Real Estate is a Lebanese real estate brokerage and investment advisory. It onboards properties, values them, matches buyers and tenants, and handles commissions and landlord remittances.

Property onboardingEach property needed valuation and zoning data.
Buyer and tenant leadsLeads had to be matched to listings.
Sale and rental contractsContracts needed signatures and tracking.
Commissions and remittancesCommissions and landlord payments had to be tracked.

Door key with a house-shaped keychain in a lock. Photo credit

Before and after

What changed for the team

BeforeAfter

Each property needed valuation and zoning data recorded at onboarding

Properties are onboarded in Zoho Creator with valuation and zoning

Buyer and tenant leads had to be matched to listings

CRM leads are matched to listings in the Creator database

Sale and rental contracts needed signatures and tracking

Contracts are signed online through Zoho Sign and tracked

Commissions and landlord payments had to be tracked

Commission invoices and landlord remittances are recorded in Zoho Books

How it works

The business process, step by step

01
Property onboarding
When a property comes to Class A, the team creates a listing in the Zoho Creator database with the property details, making it available for matching against buyer and tenant leads.
02
Valuation and zoning
Valuation and zoning data are recorded on the listing in Zoho Creator, so the advisory team has the information it needs to price the property and advise owners, buyers and tenants.
03
Buyer lead
Enquiries from website listings and forms are captured in Zoho CRM as buyer or tenant leads, and agents match them against the listings held in the Creator database.
04
Visit and offer
Agents arrange property visits and record offers against the lead in Zoho CRM, so each buyer or tenant has a tracked history from first enquiry to offer.
05
Sale or rental contract
Once terms are agreed, the sale or rental contract is sent for e-signature through Zoho Sign. The parties sign online and the signed contract is tracked against the deal.
06
Commission and service
Zoho Books raises commission invoices and records landlord remittances, so the brokerage can track the commission it has earned and the payments it has passed on to landlords.

The solution

What we built for Class A Real Estate

Shyphan delivered the project on Zoho CRM, Zoho Creator, Zoho Books and Zoho Sign, covering a 6-step process with 3 integration points.

Listing database with valuation and zoning

Zoho Creator interface — Zoho Creator product screenshot, for illustration

Buyer and tenant pipeline

Zoho CRM interface — Zoho CRM product screenshot, for illustration

Contracts

Zoho Sign interface — Zoho Sign product screenshot, for illustration

Commission invoices and landlord remittances

Who uses it

Listings and advisory team

Onboard properties in Zoho Creator and record valuation and zoning data for each listing.

Agents

Work buyer and tenant leads in Zoho CRM, arrange visits, record offers and send contracts for signature.

Finance

Raise commission invoices and record landlord remittances in Zoho Books for each completed sale or rental.

Architecture

How the systems connect

InputsWebsite listingsWebsite forms

Delivered by Shyphan

OutputsZoho SignLandlord remittances

Integrations

Website listings and forms to CRM
Enquiries captured.
Document e-signature
Contracts signed online.
Commission and remittance tracking
Payments tracked.

Reports and dashboards

Listing inventory

Properties onboarded in Zoho Creator with their valuation and zoning details.

Lead pipeline

Buyer and tenant leads in Zoho CRM by stage, from enquiry to visit, offer and contract.

Contract status

Sale and rental contracts sent through Zoho Sign and whether each one has been signed.

Commissions and remittances

Commission invoices raised and landlord remittances paid, as recorded in Zoho Books.

The results

What the system does now

Properties onboarded with valuations
Leads matched to listings
Contracts signed online
Commissions and remittances tracked

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 4 apps and 3 integration points.
03
Build
Apps configured, custom logic built and integrations connected.
04
Test and train
User acceptance testing with real scenarios and role-based training.
05
Go-live and support
Cut-over, hypercare and ongoing improvements.

Local rules built in

Lebanese VAT

VAT applied on invoices as required.

Multi-currency

USD and LBP handled side by side.

Access control

Role-based access with audit logs.

FAQ

Questions about this project

Where are property valuations and zoning details kept?

Each property is onboarded into a listing database built in Zoho Creator, where valuation and zoning data are recorded alongside the listing. Agents working in Zoho CRM can then match buyer and tenant leads against these listings.

How are sale and rental contracts signed?

Sale and rental contracts are sent for e-signature through Zoho Sign. This lets the parties sign online and gives the brokerage a tracked record of each contract, linked to the deal it belongs to.

How are landlord remittances handled?

Commission invoices and landlord remittances are both recorded in Zoho Books. This gives Class A one place to track the commission it earns on each deal and the payments it passes on to landlords.

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Class A Real Estate

What Class A Real Estate needed to fix

What changed for the team

The business process, step by step

Property onboarding

Valuation and zoning

Buyer lead

Visit and offer

Sale or rental contract

Commission and service