Client Overview
Client Name: Elevate Real Estate Developer
Industry: Real Estate
Location: Dubai, UAE
Units Managed: Approx. 350 units
Zoho Partner: AGN IT Services
Elevate Real Estate Developer is a new international real estate company operating in Dubai. The company manages residential units through multiple real estate agencies and required a centralized system to manage leads, inventory, agency coordination, and financial processes.
Before implementing Zoho CRM, Elevate faced several operational challenges:
They needed a scalable CRM system that could support future growth while streamlining daily operations.
AGN IT Services implemented Zoho CRM as part of a Zoho One setup, following a phased implementation approach to ensure smooth adoption.
Phase 1 – Core CRM & Sales Setup
AGN configured Zoho CRM to handle end-to-end real estate sales operations, including:
To improve lead handling and agency coordination, AGN implemented:
This ensured all leads and EOIs were tracked centrally with complete visibility.
AGN created a structured inventory system within Zoho CRM:
This reduced errors and improved sales coordination.
To streamline financial operations, AGN completed a full Zoho Books setup, including:
This allowed Elevate to manage sales and finance from a connected ecosystem.
AGN connected Zoho CRM with essential tools to improve communication and efficiency:
Basic workflows were configured to automate follow-ups and reminders. and a scalable system ready for future growth.
To enable data-driven decisions, AGN delivered:
The management team gained clear visibility into leads, sales progress, and revenue. for future growth.
AGN ensured smooth adoption through:
The complete Phase 1 implementation was delivered within 8 business days, covering:
After implementing Zoho CRM, Elevate achieved:
By partnering with AGN IT Services, Elevate Real Estate Developer successfully implemented Zoho CRM to streamline sales operations, manage real estate inventory, and improve overall business efficiency. The phased approach ensured a smooth rollout while laying the foundation for advanced automation in future phases.
AGN IT Services LLC is IT services provider since 2003. Leading partner of Microsoft, AWS, ZOHO, Odoo. Complete End to End cloud technology, IT Solutions and IT Support.
Copyright Ⓒ 2025 “AGN IT Service LLC ” All rights reserved
AGN IT Services LLC is IT services provider since 2003. Leading partner of Microsoft, AWS, ZOHO, Odoo. Complete End to End cloud technology, IT Solutions and IT Support.
Copyright Ⓒ 2025 “AGN IT Service LLC ” All rights reserved
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