Case study · Chennai, IndiaRohaan Constructions
Portal leads into site visits, and every project’s numbers in the open
Rohaan Constructions sells homes in Chennai through property portals and Meta ads. We connected MagicBricks, 99acres, Housing.com and Meta lead ads to Zoho CRM and built a site-visit pipeline for the sales team — then implemented Zoho Books to show what the company spends and earns on each project, with a cash flow statement that shows whether the money is there.
The brief
What Rohaan needed
A developer’s leads come from several property portals and from social media ads at the same time. Each portal has its own dashboard and its own alerts, and a buyer who enquires on two portals shows up twice. In real estate the lead that matters is the one who walks onto the site — and that step is easy to lose between a phone call and a calendar.
On the finance side, a builder runs several projects at once. Knowing whether each project is making money, and whether the company has the cash to keep every site moving, needs spend and income tracked project by project.
The system had to
- MagicBricks, 99acres, Housing.com and Meta ads leads in one CRM
- A sales pipeline built around site visits
- Spend and income tracked against each project
- A cash flow statement that shows whether the money is there
How it flows
From the first touch to the final number
Sales runs from Zoho CRM, finance from Zoho Books — both organised around the same projects.
- Zoho CRM
- Zoho Books
- Outside Zoho
- 01
MagicBricks · 99acres · Housing.com · Meta ads
Portal and ad enquiries
Leads from all three portals and Meta lead ads flow into Zoho CRM without anyone downloading or retyping them.
- 02
Zoho CRM
Lead captured with its source
Each lead is recorded with the portal or campaign it came from and assigned to a salesperson.
- 03
Zoho CRM
Site visit scheduled
Once the buyer is interested, the visit is booked in the pipeline with a date and an owner.
- 04
Zoho CRM
Visit done, follow-up
After the visit, the salesperson logs the outcome and the next step, until the buyer books or drops out.
- 05
Zoho Books
Project spend and income
In Zoho Books, every expense and every receipt is recorded against the project it belongs to.
- 06
Zoho Books
Cash flow statement
Management reads project-wise profitability and a clear cash flow statement to see whether the company has the money it needs.
What we built
App by app, the implementation
What was configured, automated and connected in each part of the system.
Lead-to-site-visit pipeline
- MagicBricks, 99acres and Housing.com leads brought into CRM
- Meta lead ads connected, so ad leads arrive without manual downloads
- Lead source recorded on every enquiry
- A sales pipeline with site-visit stages
- Follow-ups and visit outcomes logged against each buyer
Project-wise finance
- Expenses tracked project by project
- Income tracked against the project it belongs to
- Spend versus earnings for each project
- A cash flow statement management can read at a glance
What changed
What the team runs on now
All portals, one pipeline
Sales works from one list instead of three portal dashboards and an ads inbox.
Site visits you can count
Every visit is scheduled, owned and followed up inside the CRM.
Profit by project
Spend and income are visible for each project, not only for the company as a whole.
Cash position, clearly
The cash flow statement shows whether the money is there before the next commitment is made.
Planning something similar? See our Zoho partner in Chennai page, or browse all case studies.
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