Streamlining Sales for Buying Agent Partnership

Buying Agent Partnership is the UK’s leading property-finding service, dedicated to simplifying the home-buying process. As expert property search agents, they offer comprehensive property searches, previews, and detailed photo and video reports. From shortlisting homes to arranging in-person viewings, they manage every aspect of property acquisition, ensuring a seamless, stress-free experience tailored to clients’ unique preferences.

Buying Agent Partnership faced issues with their user interface (UI) and user experience (UX), which reduced usability and customer satisfaction. Their sales processes relied on manual updates in Zoho CRM, leading to inefficiencies. Challenges included designing an intuitive UI, ensuring smooth data flow across Zoho modules, and providing actionable reporting. Integrating automated workflows and maintaining client-specific customisations were critical to enhancing operational efficiency and user engagement.

Dotsquares enhanced Buying Agent Partnership’s Zoho CRM by leveraging Canvas for a visually appealing, intuitive UI, developed through iterative Photoshop (PSD) prototyping with client feedback. We implemented automated deal modules with a blueprint integrated with Zoho Sign to streamline contract-sending processes. Lead conversion mapping optimised data flow across Zoho modules for accuracy and efficiency. Custom Zoho Analytics reports provided actionable insights tailored to business needs, ensuring a user-friendly and efficient sales system.

The Zoho CRM enhancements transformed Buying Agent Partnership’s sales processes, with automated deal modules ensuring a seamless lead-to-close transition. Lead conversion mapping improved data accuracy and efficiency. The Canvas interface enhanced user interactions, while Zoho Analytics reports provided actionable insights, driving operational efficiency, customer satisfaction, and substantial growth in the property-finding market.