Real Estate & Property

19 07, 2019

Case Study: Zoho CRM-Xero integration enables home buyers’ advocates to automate invoicing

By |July 19th, 2019|Case Studies, Real Estate & Property|

Company profile Property Home Base are buyers’ advocates that support buyers to locate, negotiate and purchase property in Melbourne and rural Victoria. Industry Real estate Company size 10+ Summary Squirrel Business Solutions implemented Zoho One and a two-way Zoho CRM-Xero integration for Property Home Base, enabling them to streamline and automate invoicing and manage their [...]

4 03, 2016

Case Study: Web-CRM-MailChimp integration improves customer service

By |March 4th, 2016|APIs, Case Studies, Education, Training & Coaching, Industries, Real Estate & Property|

We know that on average it takes six to eight touches to generate a viable sales lead, and there are only so many hours in a day. Squirrel Business Hub helped The Property Mentors to automate their leads-nurturing process by integrating their web enquiry form with their CRM and with MailChimp. This ensured that new [...]

22 02, 2016

Case Study: Zoho CRM-Google Calendar integration

By |February 22nd, 2016|APIs, Case Studies, Industries, Real Estate & Property|

“This integration has made our bookings and scheduling simple, fast and super user-friendly. Knowing that one step will be followed by another and completed by being synced to our Google Calendar really helps us to feel that our work is under control.” Adriana, Bookings Manager at Crown Property Services Crown Property Services is a Melbourne-based [...]

10 11, 2015

Case Study: CRM improves property developer’s reporting and efficiency

By |November 10th, 2015|APIs, Case Studies, Industries, Real Estate & Property|

Wolfdene is a busy property developer comprising several departments, and working on multiple developments across different regions at any one time. “The system has definitely added to the accessibility of information and the efficiency of our business. Our cash flow depends on settling on time, so it’s especially useful being able to track and record [...]

17 07, 2015

Case study: Zoho CRM for mortgage brokers

By |July 17th, 2015|Banking & Financial, Case Studies, CRM, Industries, Real Estate & Property|

"I have more time in the day and am feeling more organised, which gives me more time to work on my business." Shayne, Director, GAIN Financial GAIN Financial is a boutique mortgage broking business that aims to deliver a consistent and professional service to its clients and build rewarding relationships with its alliance partners. The [...]