Case study · United States
Two businesses, one Zoho One
Real-estate and mortgage businesses, one owner.
The challenge
An owner running a real-estate business and a mortgage company wanted one system instead of GoHighLevel, with Facebook and Google leads from a WordPress site flowing straight into it.
What we built
- One Zoho One account serving both companies
- CRM structure for property and mortgage leads
- Zoho Forms connected to the WordPress site
- Zoho Bookings and Zoho Sign
- Automated lead follow-up sequences
- A recorded video walkthrough at handover
The result
Leads from both businesses land in one CRM, with bookings, signatures and follow-ups running automatically.
Stack
Zoho OneFormsBookingsSignWordPress
Clients are described, never named. Details come from the project record and are shared with care.
Shared Zoho One2 companies
Real-estate pipeline
Mortgage pipeline
WordPress forms into CRM
Bookings and e-signature
More work
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