Zoho for Mortgage Bank and Real Estate development firm - Solved!

 # I’m in need of my Zoho CRM customized for our business. We are looking for someone to set up and automate each application of Zoho One for our company. Can you assist with that?

What are the packages and pricing that you offer? 


>>Hello, thanks for contacting us. 


>>I hope ZOHO is working out well for your business. As you may know, ZOHO has been introducing new features this past few weeks; and I wanted to check to see if you would need any help updating your ZOHO system.

 

>>If you could please elaborate on what customization you are looking into, I can provide the details..

 

#We are a mortgage bank and Real Estate development firm. We are needing our CRM customized for our business. What details do you need from me?





>> Do you currently have any CRM or is this a brand new process automation attempt? We could certainly start with CRM to automate your sales process. I am assuming that you’d then want to extend your automation to listings and finance management using Inventory, Books etc? Basic CRM automation with roles, permissions, data sharing, workflows & notifications etc would be $250/ 5 days delivery. You will have your primary sales process automated and the system would be ready for other app integrations. Please be aware that I don’t know the specifics of your operations and can’t say if it will need any custom code. Normally I ask for requirements and then send a proposal for the implementation. Once confirmed it is when I send out a custom order. If you prefer to take this route, please let me know and I’ll do the same.

 

#That makes sense. Let’s walk through our workflow to make sure it’s set up correctly. I'll send you a screenshot of our workflow. Please let me know if I need to send you a clearer picture.

 

>>Hello, I kind of got the picture. But there are parts of which that are still a little unclear. From what I see you want to automate lead generation from your website, initiated by a form submission. It triggers a bunch of notifications and redirects the person to fill in a Loan application? Not sure if this needs to be done online or an in-person form. In any case, all of this info needs to be fed into the CRM. And appropriate roles need to be alerted to this incoming info. Meaning assigned to appropriate folks - Broker and another role ? Next is contacting the customer and getting approval? Email E7c form and track until paid ?. Not sure who pays this - the customer ? And I am not sure where you want to track the payment. Online or outside the system. And once paid, the customer is now a Contact.I am assuming the approval process is not in the system, handled outside, but once ‘approved’, the status is duly noted in the record. And emails/ text alerts are required as part of contacting customers. There must be a logical flow to escalate this when the customer does not respond. The last part is sending a survey to the Contact. Are these the listings ? And once it proceeds to a sale, you bring in closing, title and the rest of those details.

 

>> It does appear that in addition to setting up your CRM, you will need Forms & a payment gateway to be set up. If you currently have a form in your site and want to bring in just the data, that can be done as well. And there may be a need for a custom module, in addition to the existing ones. I will get a better picture if I can clarify these over a phone call. If you’d like to proceed, please let me know what time works for you over this weekend.Thanks !

 



I’m available later today. I’m on cst. I’m finishing up the workflow chart via PowerPoint. I should have that over to you shortly

In that case I will wait to see your process flow and then schedule a call if I have any questions. Please email me the flow? Thanks !


If you prefer to consult over a call, please select this link to schedule one: https://calendly.com/upwisepro/30min


We are based in NY and work in EST. We don't charge for consultation. If you need a slot earlier than what’s available then please do let me know.


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