Hi
I'd really like some guidance with what is considered best (and most efficient) practice for a real estate developer business.
Our business often has up to 50 properties (products) listed for sale via various online portals (realestate.com.au, domain.com.au etc) at any one time. Potential buyers submit enquiries via the portals which send emails to mailparser.io, from there the data is parsed to Zoho CRM (we use enterprise edition). Once the data reaches the CRM, a lead is created and is related to the property enquired about. From there we run the lead through the sales process, updating the lead status as they move closer to becoming a buyer. When a contract is exchanged and the sale locked in, the lead is converted to a contact with a deal (status = won).
The problem that I need to solve is that potential buyers (leads) may enquire on multiple listed properties within a short space of time as they browse the real estate portals. Our current setup only allows for one enquiry per lead as there is one product lookup field and one message field which data is parsed to. Additionally, because the emails are a unique, duplicate leads are not created, as such the lead is bounced by mailparser.io and I have to manually intervene.
My thoughts are that I could relate deals to leads via a lookup field, then add a new deal to a lead for each enquiry that comes through. But am I going outside of the standard architecture of Zoho CRM? Almost everything I have read points to best practice as having leads as a 'dumping ground' and once qualified, converting to prospects (contacts) with deals attached. I do like the idea of having prospects as leads and only converting if they buy a property. Or am I doing this all wrong, not following best practice and going against Zoho CRM architecture?
So in summary:
- Multiple products listed for sale online
- Leads send enquiries via 3rd party websites, which send an email with lead details to Mailparser.io.
- Mailparser.io parses data to Zoho CRM and creates a lead with the product enquiry.
- If lead enquires on another property, Mailparser.io flags it as a duplicate and I have to manually intervene.
- Looking for the best solution to manage multiple enquiries from leads across multiple products.