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Commercial real estate · Zoho partner in the USA · Los Angeles

Zoho for commercial real estate teams that see every lease expiry coming

Tenant requirements, availabilities, deal rooms and lease dates in one system the whole desk can read.

We’re Elite Tech Global, a certified Zoho Advanced Partner working from Glendale near downtown Los Angeles, and we set up Zoho for US tenant-rep and landlord-rep brokers, investment sales teams and owners who lease their own buildings, so a lease signed today already sits in the next renewal pipeline and every NDA is on file before the offering memorandum goes out.

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Zoho Advanced PartnerCertified Zoho consultants
You’ll talk to our senior team, not a call center.300+ projects · serving US clients since 2025

01The short answer

Is Zoho a good fit for commercial real estate?

Yes, for tenant-rep and landlord-rep brokers, investment sales teams and owners leasing their own space who want requirements, properties, deal rooms, lease dates and co-broker commissions tied to the same records. Zoho CRM holds the pipelines, Zoho Creator holds lease abstracts, and WorkDrive with Sign keeps confidential files and signatures in order. Pick something else if you expect a market comps database inside the CRM, or lease accounting and CAM reconciliation; those stay in your data subscription and property accounting system.

Works well for

  • Tenant-rep brokers
  • Agency leasing teams
  • Investment sales
  • Owner-operators

Keep elsewhere

  • Market comps data
  • Lease accounting and CAM

02Leasing or investment sales

Which commercial desk are you?

Leasing lives on requirements, availabilities and expiry dates; investment sales lives on owners, buyers and closing dates. Most setups we do carry both desks around one shared property record.

The leasing desk

  • Can Zoho run a tenant-rep brokerage?

    Yes. Each client’s requirement carries size, submarket, budget and move-in date, and every lease you place adds its expiry to a renewal pipeline years ahead.

  • Can landlord-rep and agency leasing teams track availabilities?

    Buildings and suites become records with asking rent, square footage and status, so tours, proposals and LOIs attach to the exact suite they concern.

  • Can an owner-operator lease its own buildings in Zoho?

    Yes, with the rent roll kept in property accounting. Zoho follows prospects, renewals, options and tenant requests across the portfolio.

The investment sales desk

  • Does Zoho work for investment sales teams?

    Owners, properties and buyers get their own records, and a listing moves from pitch through marketing, call for offers, PSA and closing on one pipeline.

  • Can Zoho control who sees an offering memorandum?

    Buyers sign the confidentiality agreement in Zoho Sign before a WorkDrive deal-room link reaches them, and the deal shows who was given access and when.

  • Can it follow private investors and 1031 exchange buyers?

    Their buy box (product type, markets, price band, exchange deadlines) sits on the contact, so a new listing produces a short list of who to call first.

03Where deals leak

The commercial real estate problems Zoho solves

Five gaps that come up on nearly every first call with a commercial team, and what changes once the records are set up around how the desk works.

  1. TodayLease expiries live in one broker’s spreadsheet

    With ZohoEach placed lease writes its expiry, options and notice dates to the tenant record, and renewal tasks open 24, 18 and 12 months out.

  2. TodayA suite comes free and nobody remembers who needed one

    With ZohoOpen requirements are matched on size, submarket and move-in window, so the new availability reaches the right brokers that day.

  3. TodayOffering memorandums go out before the NDA comes back

    With ZohoThe deal-room link is only sent once the NDA is signed, and each buyer’s access date is logged on the listing.

  4. TodayInstallment commissions get forgotten after the lease is signed

    With ZohoPayments due on execution and on occupancy, plus outside broker shares, become dated invoices and bills, so the second check is chased on time.

  5. TodayThe same building is entered four times, four ways

    With ZohoOne property record per address, with suites, owners, comps and past deals hanging off it, and a duplicate check on entry.

04One tenant-rep lease, step by step

How a commercial lease runs on Zoho, from requirement to renewal

Seven steps on a tenant-rep lease for a sample 40-person engineering firm needing about 12,000 square feet in the San Fernando Valley. Scroll and the deal card moves one stage right, picking up a detail at each step.

SampleRenewal clock

Engineering firm, 40 people

Tenant rep · about 12,000 sq ft

  • 11,000 to 13,000 sq ft, Burbank or Glendale
  • 8 suites shortlisted, tour day booked
  • LOI e-signed, client then landlord
  • Redlines in one versioned folder
  • Lease executed, stage Won
  • Commission: half on execution, half on occupancy
  • Abstract saved, renewal clock on

  1. Step 1Requirement

    The requirement goes on a deal

    11,000 to 13,000 square feet, Burbank or Glendale, move-in by next September. Zoho CRM uses the expiry of the firm’s current lease as the date everything counts back from.

    CRM

  2. Step 2Survey

    A survey built from live availabilities

    Matching suites come from your availability records; the broker shortlists eight, books the tour day and logs each note on its suite.

    CRMBookings

  3. Step 3LOI

    Proposals compared, LOI signed

    Landlord proposals drop into the deal’s folder and get compared side by side. The letter of intent goes out for e-signature, client first, then the landlord’s side.

    WorkDriveSign

  4. Step 4Lease drafts

    Lease drafts negotiated in one place

    Redlines stay in one versioned folder, the tenant’s attorney works from a guest link, and a Cliq channel keeps team chatter out of email.

    WorkDriveCliq

  5. Step 5Executed

    Lease executed, deal won

    The signed lease files itself back on the deal with its audit trail, the stage moves to Won and the commission schedule opens.

    SignCRM

  6. Step 6Commission

    Commission invoiced in two parts

    Half is invoiced to the landlord on execution, half on occupancy, and the outside broker’s share is recorded as a bill. Zoho Books sends the reminder when the second invoice falls due.

    Books

  7. Step 7Renewal clock

    Lease abstracted, renewal clock started

    A coordinator records commencement, expiry, options and the notice window in a Creator form, and the expiry starts this tenant’s renewal clock.

    CreatorCRM

Sample firm, sizes and dates. Commission terms, signing order and notice windows follow your listing agreements and each lease.

05Lease-expiry radar

How many renewals are already inside your window?

Set roughly how many leases you follow, the usual term and how early renewal talks open. The radar spreads those leases over three years and shows what your renewal pipeline would hold today. Sample math; your lease abstracts give the real dates.

Average lease term
Renewal talks start

Sample

12 mo24 mo36 mo
  • 0already inside your window
  • 0expire in the next 12 months
  • 0join the window each quarter

Renewal rules we’d start from

    Zoho apps doing the work

      Copies these numbers into the contact form below.

      06The commercial stack

      Which Zoho apps does a commercial real estate firm use?

      Up to fifteen, rarely all at once. Zoho CRM and Zoho Creator carry the most weight and each has its own build plan; the rest are short notes.

      • Zoho SignLOIs, NDAs and commission agreements signed in order, filed on the deal.
      • Zoho WorkDriveDeal rooms per listing, lease folders per tenant, expiring guest links.
      • Zoho AnalyticsExpiries by building and quarter, pipeline by broker, fee forecasts.
      • Zoho BooksCommission invoices to landlords and sellers, outside broker bills.
      • Zoho BillingAdvisory retainers or management fees invoiced on a schedule.
      • Zoho ProjectsTenant improvement build-outs and office moves, phase by phase.
      • Zoho DeskTenant requests for owner-operators, with due times per building.
      • Zoho CampaignsAvailability blasts and new listings to broker and buyer lists.
      • Zoho FormsWebsite requirement intake, tour feedback and tenant applications.
      • Zoho BookingsTours and listing pitches booked on each broker’s real calendar.
      • Zoho FlowLinks Zoho to outside tools you keep, without custom code.
      • Zoho MailShared leasing and deals mailboxes, so no inquiry waits in one inbox.
      • Zoho CliqA channel per live deal, next to the record it concerns.

      07Named deliverables

      What we build for commercial real estate teams

      Six pieces we set up for commercial desks. Each one goes into the BRD with your own stages, date rules and split terms written out before we build it.

      • Renewals

        Lease expiry and notice-date alerts

        Expiry, renewal option and notice deadlines from each abstract open broker tasks at the intervals you pick, and the tenant slides into a renewal stage on its own.

      • Matching

        Requirement-to-availability matcher

        When a suite is added or freed up, the open requirements that fit its size, submarket and timing are listed for the brokers who own them.

      • Deal rooms

        NDA-gated deal room

        A signed confidentiality agreement in Zoho Sign unlocks the buyer’s WorkDrive folder. When a buyer drops out, removing access takes one action.

      • Commissions

        Installment commission schedule

        Execution and occupancy payments, co-broker splits and outside broker shares turn into dated invoices and bills in Zoho Books.

      • Abstracts

        Lease abstract app with a rent roll view

        A Zoho Creator form for key dates, escalations and options, rolled up by building for owners and asset managers.

      • Properties

        One property database

        Buildings, suites, owners and comps kept once per address, with a duplicate check before anyone can add another record.

      08Duties that shape the setup

      What US rules and duties shape a commercial Zoho setup?

      Fewer consumer rules than residential, far more confidentiality. Each duty becomes permissions, templates or logs; your managing broker and counsel set the policy.

      Deal-room confidentiality

      Offering memorandums, rent rolls and tenant financials go only to buyers with a signed NDA. Folder permissions are set per buyer, and access can be withdrawn without chasing copies.

      Broker licensing and commission agreements

      State licensing rules decide who can be paid a commission. Outside broker records carry a license number and state, and a payout can’t be created while either is blank.

      Marketing emails to owner and buyer lists

      Business-to-business blasts still fall under CAN-SPAM, so each campaign carries an unsubscribe link and your office address, and opt-outs sync back to the CRM.

      How long deal files are kept

      States set retention periods for broker transaction records. Closed deal folders are locked against deletion and sorted by year, so the period your counsel picks is easy to apply.

      This isn’t legal advice. Your managing broker or attorney approves NDA wording, access rules and retention settings before launch.

      09Switching tools

      Moving from a commercial CRM, a general CRM or spreadsheets

      Contacts, properties, requirements and deal history all come across. What we check twice is that every lease date ends up on the right tenant and the right suite.

      • Salesforce

        Accounts, property objects and opportunities, mapped field by field. See the Salesforce route.

      • HubSpot

        Companies, deals and email history; workflows rebuilt in Zoho. See the HubSpot route.

      • Buildout

        Listings, marketing contacts and deal stages, with property records rebuilt.

      • Apto

        Properties, comps and broker pipelines, matched to one record per address.

      • Excel and Google Sheets

        Expiry trackers and owner lists, cleaned up and tied to the right buildings.

      • Dropbox

        Deal and lease folders moved into WorkDrive with the same structure.

      How commercial teams switch to Zoho →

      10Zoho list prices

      What does Zoho cost for a commercial real estate team?

      Zoho CRM is $14, $23 or $40 per user a month on Standard, Professional or Enterprise, billed yearly in USD. Zoho One costs $37 per employee a month billed yearly on All Employee pricing, and it includes every app named on this page.

      App and editionBilled yearlyBilled monthly
      Zoho CRM Professional$23 per user$35 per user
      Zoho Creator Standard$8 per user$12 per user
      Zoho Sign Professional$16 per user$20 per user
      Zoho WorkDrive Team$4.50 per user$6 per user
      Zoho Analytics Standard (5 users)$48 per account$60 per account
      Zoho Books Standard$15 per organization$20 per organization
      Zoho One, All Employee$37 per employee$45 per employee

      Sample team

      Ten brokers and two coordinators

      • Zoho CRM Professional, 12 × $23$276
      • Zoho WorkDrive Team, 12 × $4.50$54
      • Zoho Sign Professional, 3 senders × $16$48
      • Zoho Analytics Standard, one account$48

      These four apps$426a month, billed yearly

      Zoho One for all 12$444a month, billed yearly

      Only $18 a month apart. Zoho One also brings Creator, Books, Desk and Projects, so once lease abstracts or commission invoicing are on the list it is usually the better buy.

      US list prices before sales tax. Zoho One’s flexible plan is $90 per user a month billed yearly.

      11Three ways in

      Commercial real estate implementation packages

      Pick the desk that hurts most today. Each package covers setup, imported data and training, and is priced only once the scope is on paper.

      1. Renewal Radar

        For tenant-rep teams whose renewals depend on someone remembering

        • Tenant and requirement records in Zoho CRM
        • Lease dates imported from your trackers
        • Renewal tasks at the intervals you set
        • Broker dashboard of expiries by quarter

        A single fixed fee in a signed BRD that names every tracker we import.

      2. The usual first step for brokerages

        Full Deal Desk

        For firms running leasing and investment sales side by side

        • Everything in Renewal Radar
        • Property and suite database with availability matching
        • NDA-gated deal rooms in Sign and WorkDrive
        • Installment commissions into Zoho Books

        Fixed before work starts, in a signed BRD that spells out each pipeline’s stages.

      3. Portfolio Platform

        For owner-operators and groups with several offices

        • Zoho One across the team
        • Lease abstracts and a rent roll view in Zoho Creator
        • Tenant requests in Zoho Desk, by building
        • Portfolio reporting in Zoho Analytics

        One fixed fee agreed in the signed BRD, with a go-live date for each group of buildings.

      The first call is free. Larger portfolios sometimes begin with a paid scoping round, and you agree its price before it starts.

      12People on the project

      Who works on your commercial real estate project

      A small crew drawn from our 40+ team, led from Glendale, with the senior team on your first calls.

      • Ikramul Karim, Co-Founder and CEO of Elite Tech Global

        Ikramul KarimCo-Founder & CEOSteps in on portfolio rollouts and on projects that link Zoho to other platforms.

      • Khris Kakosimidi, Co-Founder and CFO of Elite Tech Global

        Khris KakosimidiCo-Founder & CFOSteps in when commission schedules, fee forecasts or owner reporting need a finance eye.

      • Solution architectMaps your desks, property data and commission terms into the BRD.
      • Zoho developerBuilds the matcher, the Creator abstracts and the deal-room rules.
      • QARuns sample leases and sample listings through every date rule.
      • TrainerCoaches brokers, coordinators and analysts on the screens they’ll use.

      13How we start

      Four steps before your brokers switch over

      Nothing goes live halfway through a lease negotiation. These four come first; the complete track sits on our How we work page.

      1. Discovery callYour desks, expiry trackers, deal rooms and the systems brokers rely on now.
      2. Scope and BRDRecords, pipeline stages, date rules and commission terms, agreed and signed.
      3. Build and importZoho configured, properties and leases imported, rules tried on sample deals.
      4. Launch and coachGo-live in a quiet week, with broker coaching on video or in person around Los Angeles.
      Walk through our new-project track →

      14Questions commercial brokers ask

      Zoho for commercial real estate: questions from US brokers and owners

      Lease dates, deal rooms, co-broker splits and market data. Bring a sample lease abstract and we’ll show where each field would live.

      Ask on a commercial callRun the expiry radar →

      Can Zoho CRM track commercial lease expirations and renewal options?

      Yes. Commencement, expiry, renewal options and the notice deadline sit on the tenant’s deal or in a linked Zoho Creator lease abstract, and workflow rules open renewal tasks at the intervals you choose.

      Can Zoho replace Buildout or Apto for a commercial brokerage?

      For the CRM side, usually yes: properties, suites, requirements, listing and tenant-rep pipelines, buyer lists and commissions all fit Zoho CRM. Polished marketing flyers and listing syndication are where dedicated commercial tools differ, so on the discovery call we list what moves and what you might keep.

      How do we keep offering memorandums and rent rolls confidential?

      Each listing gets a Zoho WorkDrive deal room. A buyer receives the link only after their NDA is signed in Zoho Sign, permissions are set per buyer, and access can be withdrawn in one step.

      How are co-broker and outside broker commissions handled?

      Total fee, installments, internal splits and the outside broker’s share sit on the deal. At each milestone Zoho Books raises the invoice to the landlord or seller and the bill for the outside broker.

      Does Zoho include market data or comps like CoStar?

      No. Zoho doesn’t supply market data. Your own comps and the deals you closed can be stored on property records, and any data subscription you already pay for stays in place; we import only what your licence lets you keep.

      How much would Zoho cost for a 12-person commercial brokerage?

      Zoho CRM Professional, WorkDrive Team, Sign Professional for three senders and Analytics Standard come to $426 a month billed yearly. Zoho One All Employee for all 12 is $444 and adds Creator, Books and Desk. Setting it up is our own fixed fee, written into the BRD you sign.

      Can owner-operators handle tenant requests in Zoho as well?

      Yes. Zoho Desk takes requests by email, web form or portal, groups them by building and gives each a due time, with the tenant’s renewal date shown beside the ticket.

      How long does a commercial real estate rollout take?

      It depends on desks, buildings, data sources and how much deal history moves. Every milestone and the switch-over date go into the BRD before the build begins.

      15Let’s talk

      Tell us what you’re building. We’ll map the fix.

      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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