Broker pipelines that answer on WhatsApp
Speed-to-lead wins deals. This engagement wired portal and WhatsApp inquiries straight into agent queues.
At a glance
Placeholder: Zoho CRM + WhatsApp lead routing for agents — publishable metrics and screenshots coming later.
Lead channel
Zoho
Agent CRM
Auto-route
Assignments
Soon
Full write-up
The challenge
What had to be true
Draft — client name and numbers pending approval.
- 1
Leads sitting in shared inboxes.
- 2
No SLA on first response.
- 3
Weak visibility into agent conversion.
The solution
How we layered the product
Zoho CRM pipelines with WhatsApp-connected capture and routing.
Capture
Portal and WhatsApp inquiries into CRM.
Route
Round-robin / territory assignment to agents.
Coach
Pipeline reports for managers.
Capability map
What we shipped
- Lead capture
- WhatsApp integration
- Assignment rules
- Pipeline reports
Results & impact
What changed for the business
- Draft — results to be added.
Technology stack
Built with
Principles
What kept it stable
- First response time is a product feature
Keep exploring
More stories
Fitness & Wellness
One member experience across Dubai and Ibiza
Flutter apps, a production Node.js backend, Zoho CRM as system of record, and location-aware payments — N-Genius in Dubai, Stripe in Ibiza — for a multi-brand wellness club.
Petrochemicals
From RFQ to quotation — sales and procurement on one CRM spine
Fully customized Zoho CRM for Sebchem’s customer sales journey and vendor procurement journey, plus custom quotation & SRFQ widgets and a two-way synced customer/vendor web app at sandbox.sebchem.com.
Tax & Accounting
From fragmented Zoho apps to one operating system
Zoho One implementation for a UK tax-refund firm — CRM customization, Books & QuickBooks, Zoho Sign, Zoho Voice telephony, and website / custom software APIs.
Build your brokerage CRM
Tell us about locations, systems of record, and payment constraints — we’ll map a delivery plan.
Related: Real estate solutions →أسعار ذكية ودعم استثنائي
درهم250/ ساعة
هل لديك مهمة سريعة؟
وظّفنا لجميع مهامك السريعة.
احصل على تقدير فوري لاحتياجات أتمتة أعمالك
احصل على تقدير فوري لاحتياجات أتمتة أعمالك. تغطي حاسبتنا كل شيء من ترخيص Zoho والتنفيذ إلى التطوير المخصص والدعم المستمر.
هل تعرف شركة تحتاج ما نبنيه؟
أحِلهم واكسب حتى 10٪ من قيمة المشروع الإجمالية. بلا سقف وبلا أوراق معقدة.