Case Study
Zoho CRM Case Study: Automated Property & Tenant Management Platform
Client
Qterra Property Management
Industry
Real Estate · Property & Facilities Management
The Challenge
Qterra Property Management needed to manage property leasing, tenant relationships, maintenance requests, and internal operations at scale. Their workflows were spread across disconnected systems, resulting in slow responses, manual effort, and limited visibility.
- Inefficient tracking of tenants, leases, and renewals
- Slow response to property inquiries and tenant issues
- Manual data entry across marketing, leasing, and support tools
- No SLA tracking for complaints and maintenance requests
- Fragmented internal communication and hiring workflows
The Objective
- Automate property leasing and tenant lifecycle management
- Improve lead response speed and customer service quality
- Centralize support, hiring, and internal communication
- Reduce manual data entry and operational overhead
Our Solution
Custom Zoho CRM
Tailored CRM to manage property owners, tenants, leases, renewals, and inquiries.
Lead Automation
Facebook and TikTok Lead Ads integrated directly into Zoho CRM.
Website Lead Intake
WordPress forms connected to Zoho CRM for seamless inquiry capture.
Customer Support (Zoho Desk)
SLA-based complaint and maintenance request tracking.
Internal Operations
Zoho Recruit for hiring and Zoho Cliq for internal communication.
The Impact
- Enhanced tenant lifecycle visibility and service efficiency
- Accelerated lead response times by 60%
- Reduced manual data entry and cross-system updates
- Improved coordination between leasing, support, and internal teams
