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CRM Workflows
Zoho CRM Rebuild & Automated Deal Pipeline
Client: Real Estate Agency
CRM Workflows
Client: Real Estate Agency
0
Leads stuck > 48 hrs
5hrs
Saved per week
100%
Follow-ups sent on time
1
Automated weekly report
The Challenge & Solution
Project Overview
Their Zoho instance had turned into a graveyard of dead stages and manual spreadsheets. I rebuilt it from the ground up — clean pipeline stages, automatic follow-up sequences on every status change, and a weekly report that used to take an afternoon now sent on its own.
What Changed
What It Actually Does
- ✓Rebuilt pipeline stages around the actual sales process
- ✓Auto follow-up sequences triggered on stage change
- ✓Duplicate & stale-lead cleanup running on a schedule
- ✓Weekly performance report generated automatically
- ✓Full team onboarding + handoff documentation
Technology
Tools & Stack Used
Zoho CRMSlackGoogle Sheets
Before Implementation
~3 hours
After Automation · Weekly reporting time
0 — automatic
How It WorksLive Output
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