Zoho CRM for Property Managers

Zoho CRM for Property Management

Are you Tired of endless paperwork and manual tasks in your property management business?

Say goodbye to that and welcome efficiency with our tailored CRM solutions.

property manage img hero

Property Management Challenges That Require Solutions

Here are important pain points that property managers need to manage:

Manual and paper-based processes

Still using excel sheets

Scattered data in multiple apps

Tax management Problems

Inaccessible KPIs

Insurance management Issues

Maintenance coordination

Tenant communication

Zoho CRM Key Features for Property Management

A CRM system is essential for property managers to efficiently consolidate all management tasks, enhance tenant relations, and make data-driven decisions, all in one integrated platform. Here are essential management features that property managers should oversee:

Key Steps BoostedCRM Implements for Your property management business

Implementing Zoho CRM for your business involves several key steps to ensure it effectively meets your unique needs. Here’s a step-by-step guide to use our solutions.


Initial Setup and Assessment

  • Understand Your Requirements your specific needs
  • Customize Zoho CRM by adding custom fields relevant to property management
  • Set up different user roles and permissions for team member

Application Selection

  • Choose the Zoho applications that align with your business needs considering the long term availability of the software.
  • Prioritize core applications like Zoho CRM or Zoho Books, Projects, Inventory, Cliq etc
  • Consider additional applications and integrations as necessary.


  • Create a detailed implementation project plan.
  • Set a budget and allocate resources.
  • Develop a timeline for the implementation process.

Needed Data Migration

  • Prepare and clean your existing data.
  • Work with Zoho consultants or tools to migrate data seamlessly.

  • Verify data accuracy after migration.


Configuration and Customization

  • Configure Zoho to match your business processes.
  • Customize fields, workflows, and reports to suit your needs.
  • Ensure Zoho aligns with your specific industry requirements.



Training and Support

  • Ensure your team is well-trained on how to use Zoho CRM effectively.
  • Take advantage of Zoho's training resources and support.
  • Keep up with Zoho CRM updates and new features that can benefit your property management business.

Deploy and Go- Live

  •  Schedule the go-live date for Zoho implementation.
  • Establish a plan for regular updates
  • Keep up with Zoho CRM updates and new features .

Costs and Timeline

Depending on the complexity of your needs, the customization processes will take about 2 to 4 weeks.

1 time setup fee

Words from our clients

star icon

Client Reviews That Make Us Proud

Let's discuss your challenges and goals

Please submit your information so we can setup a time to review your system