Elpis Real Estate Boutique | Transforming Zoho CRM for Scalability and Success

Elpis Real Estate Boutique is a premier residential real estate firm based in Arizona, dedicated to delivering an exceptional home-buying and home-selling experience. As the company prepared for expansion, it needed a more efficient and scalable CRM system to support its growing team and optimize operations. However, their existing Zoho CRM setup lacked the structure and visibility necessary for success.

‍

‍

While Elpis had a functioning Zoho CRM, it wasn’t clearly aligned with their customer journey, leading to:

• Disconnected processes that created inefficiencies
• Inadequate reporting that made it difficult to track performance
• Challenges with user adoption, making it harder for new team members to navigate the system
• Lack of visibility into client progression, limiting strategic decision-making

Without a properly structured CRM, scaling the team and maintaining high-quality service would be a challenge.

‍

To turn Zoho CRM into a powerful tool for growth, we implemented key improvements:

• Re-engineered the Customer Journey – We realigned CRM journey stages to reflect real-world processes, ensuring Zoho fully supported every step of the client experience.
• Provided Clear Documentation – Created easy-to-access resources to help team members understand and navigate the CRM effectively.
• Built an Executive Dashboard – Designed a high-level reporting system that gives leadership real-time visibility into client progression and business performance.

‍

‍