Opulux Properties Case Study: Zoho CRM

At a glance

Every lead captured and assigned

Viewings scheduled on agent calendars

Buyers matched to units

Contracts and commissions tracked

The challenge

What Opulux Properties needed to fix

Opulux Properties sells and leases luxury property in Dubai. The engagement centred on Zoho CRM, covering the path from an advertising or listing lead to a signed contract and commission follow-up.

Ad and listing leadsLeads arrived from portals and Meta ads.
Agent assignmentEach lead needed the right agent quickly.
Owner and unit matchingBuyers had to be matched to suitable units.
Contracts and commissionReservations, contracts and commissions needed tracking.

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

Before and after

What changed for the team

BeforeAfter

Leads arriving separately from portals and Meta ads

Every portal and Meta lead captured automatically in Zoho CRM

Each lead needed the right agent assigned without delay

Assignment rules route each lead to the right agent quickly

Matching buyers to suitable units needed a reliable process

Buyers matched to suitable units from Creator property listings

Reservations, contracts and commissions that each needed tracking

Reservations, signed contracts and commissions tracked from the deal record

How it works

The business process, step by step

01
Ad or listing lead
Leads from property portals and Meta ads are captured in Zoho CRM automatically, so each enquiry arrives as a lead record showing where it came from and is ready for an agent.
02
Agent assignment
Assignment rules in Zoho CRM route each lead to the right agent quickly, so the agent can make contact and take the lead through to a property viewing.
03
Viewing
Viewings are booked through the CRM viewing calendar onto the agents' own calendars, so each agent sees confirmed appointments and the lead record shows when a property was viewed.
04
Owner and unit matching
Buyers are matched to suitable units from the property listings kept in Zoho Creator, linking each buyer to the units and owners that fit what they are looking for.
05
Reservation and contract
Offers and reservations are recorded in Zoho CRM. The contract is then sent through Zoho Sign and signed online, and its status is visible alongside the reservation.
06
Commission follow-up
Once the contract is signed, the commission is tracked from the deal and billed through Zoho Books, so agents and finance can follow each commission until it has been invoiced.

The solution

What we built for Opulux Properties

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

Lead capture from portals and Meta
Agent assignment rules and viewing calendar
Offers, reservations and contracts

Zoho CRM interface — Zoho CRM product screenshot, for illustration

Property listings

Zoho Creator interface — Zoho Creator product screenshot, for illustration

Contract signatures

Zoho Sign interface — Zoho Sign product screenshot, for illustration

Commission billing

Zoho Books interface — Zoho Books product screenshot, for illustration

Who uses it

Sales and leasing agents

Work assigned leads in Zoho CRM, book viewings on their calendars and record offers and reservations.

Sales managers

Set agent assignment rules and follow leads, viewings, reservations and contracts across the team in Zoho CRM.

Listings team

Maintain the property listings in Zoho Creator used to match buyers to suitable units and owners.

Finance

Bill commissions in Zoho Books once contracts have been signed online through Zoho Sign.

Architecture

How the systems connect

InputsProperty portalsMeta ads

Delivered by Shyphan

OutputsAgent calendarsE-signatureCommission invoices

Integrations

Portals and Meta to CRM
Lead capture.
Viewing calendar
Agent calendars.
E-sign contract
Signed online.

Reports and dashboards

Lead sources

Leads captured from property portals and Meta ads, by source and assigned agent.

Viewings calendar

Upcoming and completed viewings across agent calendars, linked to the lead and property.

Reservations and contracts

Offers, reservations and contracts by status, including those sent and signed through Zoho Sign.

Commission tracker

Commission due on signed contracts and its billing status in Zoho Books.

The results

What the system does now

Every lead captured and assigned
Viewings scheduled on agent calendars
Buyers matched to units
Contracts and commissions 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

5% UAE VAT

FTA-compliant tax invoices and VAT reporting.

Corporate tax readiness

Clean books that support UAE corporate tax filing.

UAE data protection

Access limited by role, with audit trails.

Arabic and English

Bilingual documents where needed.

FAQ

Questions about this project

Where do Opulux's leads come from?

Leads arrive from property portals and Meta ads and are captured in Zoho CRM. Assignment rules then route each lead to an agent, so enquiries do not depend on someone copying them across from a portal or an ad account.

How are contracts signed?

Once an offer becomes a reservation in Zoho CRM, the contract is sent for signature through Zoho Sign. The client signs online, and the contract status is visible alongside the reservation and deal for the agent and manager.

Was the engagement focused on one app?

Yes. The work centred on Zoho CRM for leads, assignment, viewings, offers, reservations and contracts. Zoho Creator holds the property listings, Zoho Sign handles contract signatures and Zoho Books handles commission billing.

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Opulux Properties

What Opulux Properties needed to fix

What changed for the team

The business process, step by step

Ad or listing lead

Agent assignment

Viewing

Owner and unit matching

Reservation and contract

Commission follow-up