Client Profile
The client is a reputed Real Estate Appraisal & Valuation firm providing residential, commercial, and industrial property valuation services for banks, NBFCs, individual property owners, investors, and corporate enterprises.
With a network of certified valuers operating across multiple cities, they deliver valuation reports for mortgage loans, property sales, insurance, government approvals, redevelopment projects, and legal/financial due diligence.
The firm relied on manual operations to manage valuation requests, assign field valuers, collect inspection data, generate reports, and track client approvals. Multiple activities such as scheduling visits, collecting property details, uploading images, and managing report versions were handled through WhatsApp, emails, spreadsheets, and shared folders.
This fragmented workflow resulted in delays, limited tracking, inconsistent reporting standards, and reduced client satisfaction.
India & UAE
Real Estate – Appraisal & Valuation Services
B2B & B2C
The client wanted to digitize their complete valuation lifecycle using Zoho. Their goals were:
- Centralize valuation requests from banks, NBFCs, and property owners
- Automate assignment and scheduling of field valuers
- Digitize property inspection and data collection
- Standardize report preparation and approval workflows
- Improve TAT (Turnaround Time) for valuation reports
- Track field productivity and ensure audit-ready documentation
Key Requirements
- Centralized CRM for valuation requests, client management, and workflow tracking
- Automated job assignment based on location, workload, and property type
- Mobile app for field valuers to record inspection details, photos, and comments
- Standardized valuation templates and approval workflows
- Document storage for images, drafts, final reports, and supporting files
- Real-time dashboards for productivity, TAT, and project status
- Centralized CRM for valuation requests, client management, and workflow tracking
Challenges Faced by Appraisal & Valuation Firms
Unstructured Request Management
Valuation requests arrived via emails, calls, WhatsApp, and banking portals—resulting in missed requests and miscommunication.
Manual Assignment of Field Valuers
Coordinators assigned work manually, causing scheduling conflicts and delays due to lack of real-time availability or workload visibility.
Inconsistent Inspection Documentation
Valuers used different formats for property details, photos, and measurements, leading to inconsistent reporting quality.
Time-consuming Report Preparation
Drafting, reviewing, and finalizing valuation reports involved multiple email exchanges and version conflicts.
Limited TAT Monitoring
Managers lacked consolidated visibility into time taken at each stage—inspection, report drafting, QC, and client approval.
Poor Field Productivity Tracking
There was no system to monitor field movement, daily inspection count, and job completion rate.
Our Solution for the Appraisal & Valuation Firm
A custom Valuation Management App was built with modules for:
Inspection Scheduling
- Field valuers received job notifications on mobile
- Customer and property details were visible instantly
Digital Inspection Forms
Valuers captured:
- Property details
- Measurements
- Images (uploaded directly from mobile)
- GPS location verification
- Comments & observations
Report Drafting & QC Workflow
- Draft report templates standardized across property types
- QC review triggered automatically
- Final PDF generated and pushed to CRM
This eliminated manual errors and accelerated reporting.
Zoho CRM was implemented to manage all valuation requests from different channels. Automated workflows classified properties by type, client category, and priority. Job assignment rules ensured requests were routed to appropriate field valuers instantly based on geography and availability.
All inspection files, images, drafts, and final valuation reports were stored securely with role-based permissions and folder automation.
Integrated billing allowed automated invoicing based on:
- Property type
- Area
- Valuation complexity
- Client category (bank/corporate/individual)
Payment reminders and reconciliation improved financial accuracy.
Forms were used for:
- Field inspection checklists
- Client information collection
- Post-valuation feedback
Interactive dashboards displayed:
- TAT for each valuation stage
- Field valuer productivity
- Pending inspections
- Client-wise volume & revenue
- SLA compliance
- Repeat valuation requests
Results Achieved with Zoho
Key Outcomes Included
Reduced Turnaround Time (TAT)
Digitized inspections, automated assignment, and standardized reporting reduced TAT significantly across all property types.
Improved Report Accuracy & Consistency
Standard templates and QC workflows ensured high-quality, uniform valuation outputs.
Higher Field Productivity
Mobile-based inspections increased the number of daily site visits and reduced administrative loads.
Eliminated Data Loss & Version Conflicts
Centralized WorkDrive storage ensured complete traceability and audit readiness.
Enhanced Client Experience
Banks and corporates received faster, transparent updates and timely valuation reports.
Performance Improvements
Reduction in Report Preparation Time
Improvement in Field Valuer Productivity
Faster Inspection-to-Report Workflow
Accuracy in Data & Image Capture
Increase in Repeat Business from Banking Channels
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
CRM Masters Infotech, a Zoho Premium Partner, brings over 10 years of expertise in delivering powerful workflow automation for the Real Estate and Financial Services sector.
With 4000+ successful global Zoho projects, we specialize in helping valuation firms, developers, brokers, and construction companies streamline operations, improve client experience, and accelerate business growth.
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