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Case Study 4: Zoho CRM & WhatsApp Automation for Real Estate Leads

Client: Real Estate Brokerage, Kenya
Industry: Real Estate / Sales
Tech Stack: Zoho CRM, Zoho Flow, WhatsApp Business API (360Dialog), Deluge
Timeline: 3 weeks

🧩 Challenge

The client was struggling with cold leads going silent. They needed a way to re-engage them via WhatsApp automatically, based on CRM stage or inactivity.

🛠️ Our Solution

  • Connected Zoho CRM to WhatsApp API via Zoho Flow

  • Automated personalized WhatsApp messages triggered by CRM status changes

  • Added CRM fields to track conversation history and customer replies

📈 Results

  • Re-engaged 41% of cold leads in the first month

  • Reduced manual outreach workload by 70%

  • Increased bookings for site visits by 22%

“We used to chase leads one by one. Now Zoho + WhatsApp does the heavy lifting.” — Sales Manager, RealtyCo