"Originn Properties is a luxury real estate agency in Marrakech specializing in high-end residential and investment properties."
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Originn Properties is a luxury real estate agency in Marrakech specializing in high-end residential and investment properties. The agency faced challenges managing leads from multiple channels, tracking property interest, and running email campaigns without a centralized system.
Objective
Centralize all internal processes and communications, track the sales pipeline with automated follow-ups to maximize conversions, integrate email campaigns directly into the CRM for effective lead nurturing, and provide management with reliable reporting on both sales and marketing performance.
Client Challenges
Leads were fragmented across multiple channels, making tracking difficult.
No structured follow-up pipeline, causing inconsistent engagement.
Difficulty linking prospects to properties and managing property-related documents efficiently.
Email campaigns and marketing communications were not integrated with sales data.
Limited visibility for management into sales performance, pipeline health, and campaign ROI.
Proposed Solution
CRM Customization & Automation
Custom client and prospect profiles, structured pipelines for lead qualification and deal negotiation, lead scoring, automated reminders and follow-ups.
Lead Management & Follow-Up
Defined qualification stages with automatic task creation for stage transitions; structured follow-ups to maintain engagement rhythm.
Project & Document Management
Custom “Properties” module with property details, unit types, pricing, and centralized storage for brochures, payment plans, and contracts; prospects linked to properties for precise tracking.
Email Campaigns
Email campaign system set up inside Zoho; campaign analytics integrated into dashboards.
Reporting & KPIs
Dashboards for sales teams (new leads, appointments, deals closed, conversion rates) and management (revenue by project, lead quality, email campaign performance and ROI).
Added Value & Business Impact
Centralized Operations
All leads, properties, documents, and email campaigns are managed within Zoho.
Improved Sales Efficiency
Automated follow-ups ensure faster responses and consistent communication with prospects.
Integrated Marketing Automation
Email campaigns are run directly inside the CRM, improving lead nurturing and reactivation.
Clear Visibility & Reporting
Management gains real-time insights into sales performance, pipeline status, property engagement, and marketing ROI.
Traceability
Every action, communication, and document is fully logged for audit and accountability.
Scalable
Originn can expand Zoho with new properties, users, or marketing campaigns as the business grows.