Executive Summary
One Place Agents is an apartment-locating company established in 2007. Their initial setup included just two agents. With ambitions to expand to over 100 agents within three years, they required a robust system to automate processes and scale with their growth.
The Challenge
The software I’ve used at previous companies were all proprietary systems. They were separate ecosystems. They did not work well together. I needed something that could automate my processes and that could grow with my company.
Jess Rodriguez – Owner
Implementation
To meet One Place Agents’ needs, we built a set of tailored solutions with Zoho Forms and Zoho CRM:
Custom lead assignment:
We created unique form links that auto-populate the agent’s email. If the field has a value, the system assigns the lead to that agent automatically.
Client-engagement automation:
When a rep converts a deal, we create a scheduled meeting, send reminder emails to all participants, and link apartment details through a subform. The subform fetches the default leasing email and lets users edit it.
Document handling:
We built a custom function that generates mail-merge documents and attaches them to a CRM email template, then we send the package to the target apartments.
Post-move-in automation:
We confirm the client’s move-in, integrate with Zoho Books to generate an invoice on the move-in date, and set reminders one month before move-out to offer help finding a new place.
Results
Zenatta helped automate many of the processes that we were doing manually. It’s hard to let go of that control, but when you have a system you trust to complete the tasks, it makes it a lot easier.
Jess Rodriguez – Owner
Everything was fantastic. The Zenatta team has been very patient with us as we’ve caught up to the technology. They fielded a ton of questions from us. We’re not quite done, but we’re excited to use the system.
