Zoho CRM Tips and Tricks for Real Estate
Invoices and Bills: Create invoices and bills as soon as an order is confirmed and include details like reference number, date, billing address, property type, broker name, and terms of payment. Invoices are created directly from contacts and deals. Automatic invoice creation helps customers by ensuring that they have all the information they need. It helps agents keep track of payment. It's easier to send copies to all parties concerned directly via CRM and keep a record for future reference.
Associate invoices with the agents who are handling the deal to help them keep on top of things. Associate the customer in your contacts with the invoice to create a deal.
Keep track of purchase history: If your agents are dealing with the same client over a long period of time, the invoices created for each transaction help you keep track of their purchase history so that you can tell how much one client has contributed to your revenue. All the invoices can be found in the contact related list.
Keep track of inventory: Keep track of the properties sold or rented with invoices. When an invoice is created, your product inventory is automatically updated. For example: You have 10 condos for sale. As soon as your agent closes a deal on a condo and creates an invoice for the sale, your inventory list will update to show nine condos, as long as you have linked your product list to the Invoice module.
Templates: Use pre-existing templates and customize your invoices.
Business Scenario: The customer confirms they are purchasing the property. The agent creates invoice using the existing templates and adds the property from the property list. The invoice is sent to the customer and is added to their contact related list along with any of their past invoices.
The agent opens the property list and sees the sold property has been updated and taken off the list.
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