SSVR Builders is a real estate and construction company operating across Saudi Arabia. The team manages large scale developer projects, resale units, and leasing operations across multiple regions. Their operations involve sales teams, marketing teams, a network of brokers, and active back office support. The company handles a mix of HNI and UHNI clients who expect quick responses, accurate information, and personalized communication. To meet these expectations, SSVR Builders needed a structured system that could streamline lead capture, centralize broker interactions, and improve end to end visibility for all ongoing real estate deals.
SSVR Builders relied heavily on manual tracking, scattered documents, and disconnected communication channels, creating delays and lead loss. The team needed a unified CRM that could organize clients, brokers, and properties while maintaining clear visibility across sales, resale, and leasing transactions.
Overall, the absence of centralized systems affected decision making, slowed conversions, and restricted the company’s ability to scale. SSVR Builders required a Zoho CRM implementation that could automate workflows, improve tracking, and deliver strong reporting for all sales and marketing activities.
A complete Zoho CRM implementation was deployed with integrated WorkDrive, Campaigns, WhatsApp, and custom pipelines. The system created organized workflows for lead capture, broker management, follow ups, documentation, reporting, and project wise tracking for every business unit.
All enquiries captured from WhatsApp, email, and social channels. Auto tagging applied to identify source accuracy and campaign impact.
Detailed HNI profiles created with budgets and preferences. Centralized logs maintained for developers and brokers.
Automated reminders triggered for every meeting or site visit. Personal dashboards created for each sales agent.
Custom pipelines created for sales, resale, and leasing transactions. Stages designed to track progress from inquiry to closure.
KYC and agreements stored in secure WorkDrive folders. Controlled sharing enabled for clients and project teams.
WhatsApp and email blasts managed through Zoho Campaigns. Segmented HNI lists used for events and soft launches.
Daily activity dashboards monitored performance levels. Leaderboards highlighted revenue, response time, and deals closed.
Dashboard created to track leads for each project. Insights used to optimize marketing budgets and sales priorities.
Mobile CRM enabled live updates from site visits. Agents logged activities directly during field operations.
The new Zoho CRM ecosystem delivered significant improvements in lead management, task tracking, reporting accuracy, broker coordination, and document control across all sales functions.
Lead capture accuracy increased by 98% across all digital channels.
Follow up completion rate improved by 70% with automated reminders.
Deal pipeline visibility enhanced by 85% for management teams.
Document retrieval time reduced by 60% using centralized folders.
HNI engagement improved by 40% with personalized profiling.
Structured tasks boosted broker accountability by 55%.
Campaign response rate increased by 32% with segmented lists.
Site visit confirmations improved by 48% via mobile app tracking.
Team productivity increased by 37% through daily dashboards.
The Zoho CRM implementation by Codelattice enabled the SSVR Builders to streamline operations, strengthen broker coordination, and improve decision making. With structured pipelines, automated follow-ups, and centralized documentation, the team can now manage high-value clients more efficiently and respond with more accuracy and speed.
The Zoho CRM implementation provided SSVR Builders with a modern, unified system that replaced their manual spreadsheets and scattered communication channels. With organized client data, structured workflows, and strong reporting, the company gained complete control over sales activities, documentation, and broker relationships across every region.
By working with an experienced Zoho Partner in Saudi Arabia and leveraging Zoho CRM, WorkDrive, and Campaigns, the team eliminated lead leakage, improved transparency, and strengthened decision making. SSVR Builders is now fully equipped to scale its operations with higher efficiency and accuracy while building strong engagement with clients and brokers.
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