Real estate · Zoho partner in the USA · Los Angeles
Portal inquiries, open-house sign-ins and sign calls land on one record, with an agent already assigned.
Elite Tech Global, a certified Zoho Advanced Partner, works out of Glendale, a short drive from downtown Los Angeles. For US brokerages, property managers, commercial teams and mortgage offices we set up Zoho so a new inquiry finds the right agent, showings and offers live on the deal, escrow dates can’t slip quietly, and the commission split is worked out before the check clears.
Advanced PartnerCertified Zoho consultants
01Four kinds of real estate business
A residential brokerage, a property manager, a commercial team and a mortgage office all say “real estate”, yet each tracks a different record at the center. Pick the closest fit and we’ll show how Zoho bends around it.
02An agent’s calendar across one sale
Here is a typical buyer-side sale laid out on the days it actually takes, from a Monday morning inquiry to a funded escrow six weeks later. Every stage names the Zoho app doing the work, so you can see where your agents stop retyping and start selling. Hover or tap a stage to light it up on the timeline.
Mon 7:48 am · Inquiry
The question comes through the chat on your website. Zoho CRM creates the lead with source, price range and area filled in, assigns the on-duty buyer agent and opens a call task that’s due in minutes.
Tue 6:30 pm · Consultation
The agent texts a link to their own calendar. The couple picks Tuesday evening, gets a reminder that afternoon and shows up with a pre-approval letter, which goes straight onto their contact record.
Sat 10:00 am · Showings
The tour route sits on the buyer’s deal. After each house the agent taps a rating and a note in the Zoho CRM mobile app, and a short email of new matches goes out every morning until they pick one.
Fri 9:15 pm · Offer
Purchase agreement and disclosures go out from the deal for e-signature, buyer one then buyer two, with the agent’s broker copied. The signed PDF and its audit trail file themselves back on the deal.
Wed 8:00 am · Under contract
A transaction checklist starts from the acceptance date: deposit, inspection, appraisal, loan approval, final walk-through. The transaction coordinator, the agent and the lender each see their own due dates and nudges.
Thu 2:40 pm · Closed
Escrow confirms recording. The deal moves to Closed, the agent’s split and any team or referral share come off the gross commission by the plan on their profile, and the payout lands in Zoho Books as a bill.
Six weeks after the keys · After close
The past-client tag starts a slow drip: a thank-you, a review request, a property tax reminder, a yearly value update. Referrals they send arrive tagged with their name, so you know who to thank.
Sample buyer, house and dates. Escrow length, contingency days and who signs what follow your state’s forms and your brokerage’s policy.
03Lead-to-close router
Pick what kind of person just reached out and how they found you. The router shows the assignment rule we’d start from, the first touch, the follow-up plan and the Zoho apps involved. These are sample rules; yours get written around your agents, territories and team agreements.
Sample routing
First touch
Follow-up plan
Zoho apps doing the work
04By size of office
Fewer than most demos suggest. A small team can run on Zoho CRM plus e-signatures. A growing brokerage adds scheduling, email and the books. Once you have several offices or a property management arm, Zoho One is often the cheaper way to license everyone.
Solo agent or small team
Zoho CRMLeads, buyer and seller pipelines, showing notes
Zoho SignListing agreements and buyer representation forms
Zoho BookingsConsultations and listing appointmentsJust starting out? Bigin by Zoho is a lighter pipeline tool many solo agents begin on.
Growing brokerage
Multi-office or mixed business
Zoho OneEvery app above under one licence per person
Zoho DeskTenant and owner requests with due times
Zoho AnalyticsLead source cost per closing, by office
Zoho WorkDriveTransaction files kept by office and yearYour listing site can feed all of it. We build WordPress sites with forms wired to Zoho CRM.
05Rules that shape the setup
A handful of them, and none are settled by software alone. Texting consent, email opt-outs, fair housing wording and state record-keeping all show up as fields, templates and permissions in the build. Your broker of record and your attorney still make the calls; we make the system follow them.
The federal TCPA limits marketing texts and autodialed calls without consent. We add a consent field with date and source to every lead form, and automations skip anyone without it.
CAN-SPAM expects a working unsubscribe and a physical address. Zoho Campaigns adds both to each send, and an opt-out on one list follows the contact into the CRM.
Listing and rental templates are reviewed by your broker before they go live. For rentals, every applicant gets the same application and the same screening steps, written into the workflow.
States set how long brokers keep deal records; California’s DRE, for one, asks for three years. Files are stored by year and office, and agents can’t delete a closed deal’s documents.
Wiring instructions never go out from a CRM template. Bank details stay off every outbound email we build, and the escrow checklist gets a “call the title company to verify” step.
Deposits held in trust stay in your trust accounting system or with escrow. Zoho records that a deposit was received and when, never the trust ledger itself.
None of this is legal advice. Before launch, your broker of record or counsel reviews consent wording, templates and retention settings, and signs off on them.
06Switching tools
Most brokerages we talk to are leaving one of these. Contacts, deal history, notes and tags come over; what we look at hardest is who owns each contact after the move, since agent-owned lists are where brokerages lose people.
People, stages, tags, notes and call logs. Action plans get rebuilt as Zoho CRM workflows, step by step.
Contacts, lead sources and smart campaigns. IDX search stays with your website provider and feeds Zoho.
Leads, transactions and agent assignments. Built-in texting moves to a phone integration we pick together.
Accounts, contacts, opportunities and custom objects for properties. See the Salesforce route.
Contacts, deals and email history, with sequences redone in Zoho. See the HubSpot route.
Sphere lists, past clients and open-house sheets, de-duplicated and tagged by agent before import.
07Licence calculator
Zoho CRM runs $14 to $40 per user a month on the Standard to Enterprise editions, billed yearly in USD. Zoho One, which bundles CRM with Sign, Bookings, Campaigns, Books and the rest, is $37 per employee a month billed yearly when every employee is licensed. Slide to your headcount and pick the apps you’d really use.
Zoho CRM edition
Add for every user
Billing
Only the apps you need
$0a month
Lower costZoho One, All Employee
$0a month
Lower costZoho’s US list prices before sales tax. Zoho One All Employee pricing means licensing everyone on your payroll; the flexible option is $90 per user a month billed yearly ($105 monthly). Zoho Campaigns is priced by list size, from $3 a month for 500 contacts billed yearly. Brokerages with 1099 agents should ask us how agents are counted before choosing All Employee, since we confirm that with Zoho for your account.
08Three starting points
Start with the package that fixes your most expensive gap. Each covers setup, data moved in and training for agents and staff, and each is scoped on paper first so the number doesn’t move once we start.
For teams losing portal and website leads to slow replies
One fixed fee, set in a signed BRD that lists every lead source we connect.
Where most brokerages begin
For brokerages running escrow and commissions on spreadsheets
Fixed in a signed BRD before go-live, with your commission plans written into it.
For groups with several offices, property management or a mortgage desk
A single fixed fee, written into the signed BRD next to each office’s launch date.
Your first call with us costs nothing. Multi-office groups may want a paid scoping round ahead of the BRD; you hear its price before agreeing to it.
09How we start
We don’t switch a brokerage over mid-escrow on a guess. These four steps come first, and the full project track that follows is on our How we work page.
10Questions brokers ask
Portals, 1099 agents, commission caps, rentals and texting rules. If yours is about your own team agreement, bring the agreement along and we’ll go through it line by line.
For most brokerages, yes. Zoho CRM handles lead capture, routing, buyer and seller pipelines, tasks, texts through a phone integration and email drips. What it doesn’t include is an IDX property search, so your listing website keeps its IDX provider and sends inquiries into Zoho. We map your current action plans before the move so nothing your agents rely on disappears.
Most portals deliver leads by email, and some offer a lead feed to connected systems. We parse lead emails into Zoho CRM records with the source, listing and message filled in, or use a portal feed where your account has one. Either way the lead is routed and the source is tagged, so you can compare portal spend against closings.
With Zoho CRM Professional at $23 per user and Zoho Sign Standard at $10 per user, both billed yearly, ten users come to $330 a month in Zoho licences. Zoho One All Employee for the same ten is $370 a month and adds Bookings, Campaigns, Books and many other apps. Our setup is a separate fixed fee agreed in a signed BRD.
Anyone who logs in needs a user licence, whether they’re an employee or an independent contractor. Agents who only receive emails or sign documents don’t. If you’re weighing Zoho One All Employee pricing, we confirm with Zoho how your agents are counted before you buy.
Yes. Each agent gets a commission plan on their profile: split, annual cap, team share, referral fees and desk fees. When a deal closes, the split is calculated from the gross commission and the payout is created in Zoho Books. Unusual plans with tiers or mid-year changes are built as a small Zoho Creator app.
For the people side, yes: rental inquiries, showings, applications in Zoho Forms, leases in Zoho Sign and maintenance requests in Zoho Desk. Rent collection and trust accounting usually stay in dedicated property management software, which we connect to Zoho so owners and tenants still have one record.
Texts go through a phone or SMS integration, and we only let automations text contacts whose consent is recorded with a date and source. Your broker or counsel approves the consent wording on your forms. Manual one-to-one texts from agents are logged on the contact as well.
It works well for teams tracking properties, owners, tenants, comps and lease expiration dates. We add property and lease records to Zoho CRM, alerts a set number of months before each expiration, and investor lists for new offerings in Zoho Campaigns.
Yes, as a separate pipeline with its own permissions. Loan officers see pre-approvals and their agent partners, and the agent side sees status without seeing borrower financials. For a full loan pipeline, our lending and fintech page covers it in more depth.
We build WordPress sites with lead forms, chat and booking links wired into Zoho CRM. Live MLS search comes from an IDX provider you choose, and its inquiries are sent to Zoho the same way as every other source.
It depends on how many lead sources, offices and commission plans are involved and how much history moves. We write every step and its date into the BRD, including the day agents switch over, so you know the schedule before work starts.
The brokerage, if you set it up that way. In Zoho CRM contacts belong to the company account, agents see their own book, and when someone leaves we reassign their contacts and open deals in one step instead of exporting a spreadsheet.
11Let’s talk
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
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