Zoho Creator Property Search & Client Recommendation Platform
Budget: ₹1,500 – ₹12,500 INR
# Zoho Creator Property Search & Client Recommendation Platform
## Project Overview
We are a real estate company using Zoho CRM as our central property inventory management system.
Currently, all property inventory is maintained within Zoho CRM and selectively published to our website. However, the website does not provide advanced search and filtering capabilities required by our Sales Advisors when recommending properties to clients.
We are looking for an experienced Zoho Creator / Zoho CRM developer to build a secure Property Search & Client Recommendation Platform that integrates with Zoho CRM.
The objective is to allow Sales Advisors to search, filter, shortlist, and recommend properties without granting them direct access to the Zoho CRM Inventory Module.
---
## Current Environment
* Zoho CRM is used as the master inventory database.
* Property information is maintained in Zoho CRM.
* Property data is pushed to our website.
* Sales Advisors currently struggle to quickly identify suitable properties for clients.
* We do not want advisors to have direct access to inventory records, pricing controls, backend data, workflows, or other sensitive CRM information.
---
## Project Objectives
### 1. Secure Property Search Application
Build a web and mobile-friendly application that connects to Zoho CRM and allows Sales Advisors to:
* Search available inventory
* Apply advanced filters
* View property details
* Shortlist properties
* Generate client recommendation reports
* Share recommendations with clients
The application should expose only approved property information and hide sensitive business data.
---
## 2. Zoho CRM Integration
The solution should:
* Pull property inventory from Zoho CRM
* Synchronize inventory automatically
* Reflect changes in pricing and availability
* Support near real-time updates
* Prevent duplicate records
The CRM should remain the single source of truth.
---
## 3. Advanced Property Search
Users should be able to filter inventory using:
### Location Filters
* Area
* Locality
* Micro-market
* City
### Budget Filters
* Minimum Budget
* Maximum Budget
### Property Filters
* Plot
* Apartment
* Villa
* Row House
* Other Categories
### Additional Filters
* Builder
* Project Name
* BHK
* Plot Size
* Built-up Area
* Property Status
* Ready to Move
* Under Construction
* Possession Date
* Custom CRM Fields
Search results should load quickly and support multiple filters simultaneously.
---
## 4. Property Detail Page
Each property should display:
* Property Name
* Project Name
* Builder Name
* Property Type
* Location
* Pricing Information
* Size Information
* Description
* Amenities
* Property Images
* Floor Plans (if available)
* Brochure Download
* Availability Status
* Google Maps Location (optional)
Only approved fields should be visible.
---
## 5. User Roles & Security
Sales Advisors should:
* Access only the Property Search Platform
* Not have access to Zoho CRM Inventory Module
* Not have access to Leads Module
* Not have access to Commissions
* Not have access to Internal Notes
* Not have access to Backend CRM Workflows
Role-based access controls must be implemented.
---
## 6. Property Shortlisting
Users should be able to:
* Select multiple properties
* Save shortlisted properties
* Create client-specific recommendations
* Compare shortlisted options
---
## 7. Client Recommendation Report Generator
This is a key requirement.
The application should allow Sales Advisors to generate professional branded property recommendation reports in PDF format.
### PDF Report Requirements
The report should include:
#### Header
* Company Logo
* Company Name
* Advisor Name
* Advisor Contact Information
* Date
* Client Name (Optional)
#### For Each Property
* Property Name
* Project Name
* Builder Name
* Location
* Property Type
* Price
* Size
* Key Highlights
* Amenities
* Property Images
* Possession Status
* Property Description
* QR Code or Property Link (Optional)
#### Additional Features
* Select which properties to include
* Rearrange property order
* Add personalized advisor comments
* Add recommendation notes
* Hide internal fields
### Output Options
* Download PDF
* Email PDF (future enhancement)
* Share via WhatsApp
* Save PDF history (optional)
### Example Use Case
A client wants:
* Villa in Whitefield
* Budget ₹2 Cr – ₹3 Cr
* Ready-to-Move
The advisor filters inventory, selects 5 suitable properties, clicks "Generate Recommendation Report," and receives a professionally branded PDF ready to share with the client.
---
## 8. Mobile-Friendly Interface
The platform should work on:
* Desktop
* Tablet
* Mobile Devices
Responsive design is required.
---
## 9. Future Enhancements (Optional)
Please indicate if these can be supported:
* Favorites
* Property Comparison
* WhatsApp Sharing
* Site Visit Requests
* Lead Capture
* Integration with Zoho Books
* Integration with Telephony Systems
* AI-Based Property Recommendations
---
## Technical Expectations
Please propose the best architecture.
Potential approaches may include:
* Zoho Creator
* Zoho CRM Custom Modules
* Zoho CRM Portals
* Deluge Scripting
* Custom API Integrations
We are open to recommendations from experienced Zoho developers.
---
## Deliverables
* Fully functional application
* Zoho CRM Integration
* User Role Management
* PDF Recommendation Engine
* Documentation
* Deployment Support
* Knowledge Transfer Session
---
## Proposal Requirements
Please include:
1. Your experience with Zoho Creator and Zoho CRM.
2. Examples of similar projects.
3. Screenshots or demo links.
4. Recommended architecture.
5. Estimated timeline.
6. Fixed-price quotation.
7. Ongoing support options.
---
## Preferred Experience
* Zoho Creator
* Zoho CRM
* Deluge Development
* Real Estate CRM Systems
* Workflow Automation
* API Integrations
Developers with prior real estate technology experience will be preferred.
## Project Overview
We are a real estate company using Zoho CRM as our central property inventory management system.
Currently, all property inventory is maintained within Zoho CRM and selectively published to our website. However, the website does not provide advanced search and filtering capabilities required by our Sales Advisors when recommending properties to clients.
We are looking for an experienced Zoho Creator / Zoho CRM developer to build a secure Property Search & Client Recommendation Platform that integrates with Zoho CRM.
The objective is to allow Sales Advisors to search, filter, shortlist, and recommend properties without granting them direct access to the Zoho CRM Inventory Module.
---
## Current Environment
* Zoho CRM is used as the master inventory database.
* Property information is maintained in Zoho CRM.
* Property data is pushed to our website.
* Sales Advisors currently struggle to quickly identify suitable properties for clients.
* We do not want advisors to have direct access to inventory records, pricing controls, backend data, workflows, or other sensitive CRM information.
---
## Project Objectives
### 1. Secure Property Search Application
Build a web and mobile-friendly application that connects to Zoho CRM and allows Sales Advisors to:
* Search available inventory
* Apply advanced filters
* View property details
* Shortlist properties
* Generate client recommendation reports
* Share recommendations with clients
The application should expose only approved property information and hide sensitive business data.
---
## 2. Zoho CRM Integration
The solution should:
* Pull property inventory from Zoho CRM
* Synchronize inventory automatically
* Reflect changes in pricing and availability
* Support near real-time updates
* Prevent duplicate records
The CRM should remain the single source of truth.
---
## 3. Advanced Property Search
Users should be able to filter inventory using:
### Location Filters
* Area
* Locality
* Micro-market
* City
### Budget Filters
* Minimum Budget
* Maximum Budget
### Property Filters
* Plot
* Apartment
* Villa
* Row House
* Other Categories
### Additional Filters
* Builder
* Project Name
* BHK
* Plot Size
* Built-up Area
* Property Status
* Ready to Move
* Under Construction
* Possession Date
* Custom CRM Fields
Search results should load quickly and support multiple filters simultaneously.
---
## 4. Property Detail Page
Each property should display:
* Property Name
* Project Name
* Builder Name
* Property Type
* Location
* Pricing Information
* Size Information
* Description
* Amenities
* Property Images
* Floor Plans (if available)
* Brochure Download
* Availability Status
* Google Maps Location (optional)
Only approved fields should be visible.
---
## 5. User Roles & Security
Sales Advisors should:
* Access only the Property Search Platform
* Not have access to Zoho CRM Inventory Module
* Not have access to Leads Module
* Not have access to Commissions
* Not have access to Internal Notes
* Not have access to Backend CRM Workflows
Role-based access controls must be implemented.
---
## 6. Property Shortlisting
Users should be able to:
* Select multiple properties
* Save shortlisted properties
* Create client-specific recommendations
* Compare shortlisted options
---
## 7. Client Recommendation Report Generator
This is a key requirement.
The application should allow Sales Advisors to generate professional branded property recommendation reports in PDF format.
### PDF Report Requirements
The report should include:
#### Header
* Company Logo
* Company Name
* Advisor Name
* Advisor Contact Information
* Date
* Client Name (Optional)
#### For Each Property
* Property Name
* Project Name
* Builder Name
* Location
* Property Type
* Price
* Size
* Key Highlights
* Amenities
* Property Images
* Possession Status
* Property Description
* QR Code or Property Link (Optional)
#### Additional Features
* Select which properties to include
* Rearrange property order
* Add personalized advisor comments
* Add recommendation notes
* Hide internal fields
### Output Options
* Download PDF
* Email PDF (future enhancement)
* Share via WhatsApp
* Save PDF history (optional)
### Example Use Case
A client wants:
* Villa in Whitefield
* Budget ₹2 Cr – ₹3 Cr
* Ready-to-Move
The advisor filters inventory, selects 5 suitable properties, clicks "Generate Recommendation Report," and receives a professionally branded PDF ready to share with the client.
---
## 8. Mobile-Friendly Interface
The platform should work on:
* Desktop
* Tablet
* Mobile Devices
Responsive design is required.
---
## 9. Future Enhancements (Optional)
Please indicate if these can be supported:
* Favorites
* Property Comparison
* WhatsApp Sharing
* Site Visit Requests
* Lead Capture
* Integration with Zoho Books
* Integration with Telephony Systems
* AI-Based Property Recommendations
---
## Technical Expectations
Please propose the best architecture.
Potential approaches may include:
* Zoho Creator
* Zoho CRM Custom Modules
* Zoho CRM Portals
* Deluge Scripting
* Custom API Integrations
We are open to recommendations from experienced Zoho developers.
---
## Deliverables
* Fully functional application
* Zoho CRM Integration
* User Role Management
* PDF Recommendation Engine
* Documentation
* Deployment Support
* Knowledge Transfer Session
---
## Proposal Requirements
Please include:
1. Your experience with Zoho Creator and Zoho CRM.
2. Examples of similar projects.
3. Screenshots or demo links.
4. Recommended architecture.
5. Estimated timeline.
6. Fixed-price quotation.
7. Ongoing support options.
---
## Preferred Experience
* Zoho Creator
* Zoho CRM
* Deluge Development
* Real Estate CRM Systems
* Workflow Automation
* API Integrations
Developers with prior real estate technology experience will be preferred.