Zoho CRM
Contacts, enquiries and deals in one place, with follow-up and reporting set up around how the team sells.
- Contacts
- Enquiries
- Deals
- Follow-up
- Reporting
Client story · Leasing and property management
From lead generation to lease management on Zoho
Zoho CRM and Zoho Books across the whole leasing journey.
All client storiesFidelity Leasing Management
- Industry
- Leasing and property management
- Zoho apps
- Zoho CRMZoho Books
- Scope
- End-to-end, from lead generation to lease management, on Zoho CRM and Zoho Books.
The brief
Lynchpin built the leasing journey for Fidelity Leasing Management end to end, from generating leads to managing the lease, on Zoho CRM and Zoho Books.
The situation
A leasing business follows a property from the first enquiry to a signed lease and beyond, so the information has to travel with it. Splitting leads, leases and finance across separate tools makes that hard.
What the work covered
The work covered the leasing journey in two apps. Zoho CRM carries the journey from lead generation to lease management, and Zoho Books keeps the finance side in step.
What we built
Two connected apps, covering the leasing journey.
Zoho Books
Invoicing, expenses and accounting kept in the same connected setup.
- Invoicing
- Expenses
- Accounting
The outcome
One setup, from enquiry to lease.
One connected setup carries a property from first enquiry through the lease, with the finance side kept in step in Zoho Books.
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