Global Developers is a prominent real estate company specializing in residential and commercial property development across multiple regions. With a rapidly growing customer base and an increasing volume of inquiries, the company required an intelligent platform to unify lead sources, track interactions, and monitor sales team performance. Their manual processes led to missed follow-ups, delayed responses, and inefficient reporting. They approached Codelattice Zoho CRM consultants seeking a streamlined solution that enhanced lead visibility, improved accountability, and supported Codelattice with Zoho Books for financial alignment.
Global Developers struggled with disconnected systems, missed inquiries, and inconsistent follow-ups. Sales managers lacked visibility into untouched leads, making it difficult to ensure timely engagement and proper lead distribution.
The absence of automation and real-time dashboards hindered strategic decision-making. Management required a reliable Zoho CRM implementation to drive structured lead engagement, improve team accountability, and enable transparent reporting across departments.
As a trusted Zoho CRM and Books partner in Bangalore, we customized Zoho CRM for real estate operations, integrating advanced automation, AI-driven lead tracking, Zoho Books CRM integration, and structured dashboards to improve visibility, collaboration, and efficiency.
Captured leads from website, walk-ins, campaigns, and referrals automatically. Eliminated duplicate entries through automated lead validation.
Distributed leads evenly among sales executives without manual oversight. Ensured instant assignment to reduce response delays.
Triggered reminders for overdue, pending, and untouched leads. Enabled WhatsApp and email notifications for follow-up alerts.
Provided insights on daily follow-ups, performance, and aging leads. Identified stale leads beyond 24 hours and 5 days.
Created KPI tracking for individual and team conversions. Introduced monthly performance scorecards inside CRM.
Synced customer finance data for accurate invoice mapping. Linked lead status, deals, and payment records seamlessly.
Daily email reports with untouched and overdue lead data. Weekly performance dashboards emailed to leadership.
Conducted workshops for sales teams on CRM usage. Provided ongoing Zoho CRM support for system adoption.
Designed custom modules for property, project, amenities. Scalable setup supporting future Zoho solutions integration.
The Zoho CRM implementation significantly improved visibility, lead conversion, accountability, and follow-up discipline across the organization within the first three months.
Lead response time reduced from 48 hours to under 12 hours.
40% increase in timely follow-ups with automation reminders.
Untouched leads reduced by 60% within the first quarter.
35% boost in conversion rate due to structured follow-ups.
45% improvement in managerial decision-making with dashboards.
50% reduction in manual reporting and data consolidation efforts.
70% improvement in sales team accountability and performance tracking.
Zoho Books and Zoho CRM integration reduced billing delays by 30%.
Customer satisfaction scores increased from 68% to 85%.
Implementing Zoho CRM with Codelattice has brought clarity and structure to our lead management process. Our teams now have better visibility into the inquiries, follow-ups, and performance metrics, which has improved response times and reduced missed opportunities. The automated allocation, dashboards, and reporting have helped us maintain consistency across our sales operations. The transition was smooth, the system is easy for our team to adopt, and the overall workflow efficiency has noticeably improved.
By choosing the best Zoho implementation partner, Codelattice, Global Developers successfully enhanced sales efficiency, lead intelligence, and real-time decision-making. The integrated CRM system improved follow-up discipline, increased conversions, and empowered management with strategic visibility, helping them scale smoothly in a competitive real estate market.
With ongoing Zoho CRM support, optimization, and system scalability, Global Developers continues to leverage smart automation, AI insights, and Zoho solutions for sustainable growth. Their improved customer engagement model now enables faster response, stronger nurturing, and enhanced profitability across their real estate operations.
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