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