How We Built a Powerful Sales Agent & Client Portal Using Zoho | Construction Case Study

We are Fairchance for CRM, a Zoho Advanced Partner, and for the past 9 years, we have been delivering powerful Zoho-based solutions to businesses across multiple industries.

In this video, we walk you through one of our complete digital transformation projects for a construction company, built using Zoho CRM, Zoho Creator, and Zoho Books.

🔹 What we implemented in this project:

✔️ A dedicated Sales Agent Portal
• Sales agents can submit new leads directly
• No emails, calls, or manual follow-ups
• Complete lead-to-deal (Won) journey managed inside the portal

✔️ Invoice Management & Transparency
• Invoice generation through Zoho Books
• Real-time invoice status tracking
• Clear visibility between agents and management

✔️ A powerful Client Portal (Zoho Creator)
Clients can:
• Check real-time project status
• Track invoices & payments
• View live site images and progress updates
• Stay informed without constant follow-ups

This fully integrated system ensures better coordination, real-time visibility, faster decision-making, and complete transparency for everyone involved.

If you want to see how Zoho can be used to build advanced portals and end-to-end systems for construction businesses, stay with us and watch the video till the end.

📩 Contact Fairchance for CRM
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