El Cidera Homes — Zoho CRM Setup
A real estate company selling co-ownership deals ($5k–$50k) to investors spread across different countries.
Their Zoho CRM — set up to hold every lead, deal, and follow-up in one place.
Canada
The Challenge
Leads were coming in from ads, forms, and referrals — but landing in inboxes and spreadsheets.
No one could see which deals were hot, which had gone cold, or whose turn it was to follow up.
With investors in different time zones, a slow follow-up meant a lost sale.
What I Built
One place where every lead, deal, and follow-up lives.
- Every lead lands in Zoho automatically — tagged with where it came from.
- A clear sales pipeline: from new enquiry to closed deal, at a glance.
- Contacts and deals kept together — full history, no digging through email.
- Automated follow-ups and reminders so no investor is ever forgotten.
- The right person gets nudged when it's their turn to act — nothing slips.
- Reports that show which sources and which reps bring in the deals.
The Result
A sales team that follows up on time, every time.
- Every lead is tracked — nothing lost in an inbox.
- The team always knows who to call next, and when.
- Follow-ups happen on schedule, even across time zones.
- Management can see the whole pipeline and exactly where each deal stands.
Want a lead system like this?
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