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Erphub Case Study | Greater Metropolitan Management Property Listings in Zoho
Case Study · Property Listings and Real-Time Sites
Keller Williams Greater Metropolitan Management

Greater Metropolitan Management Updates Its Website From the CRM

Property details and images are managed once in Zoho CRM and appear on the website automatically, with no manual updates and no technical knowledge required.

ClientGreater Metropolitan Management
SectorProperty management and real estate
PlatformZoho CRM, Analytics, WorkDrive, Sites

Executive summary

Greater Metropolitan Management needed an intuitive way to manage real estate listings and show them on the website in real time. Manual updates took significant effort and still left outdated or inaccurate information on the site.

We connected Zoho CRM, Analytics, WorkDrive, and Sites so the client updates property details and images directly in the CRM and the website reflects the change automatically. The platform handles both static and dynamic data, stays intuitive for a non-technical team, and is robust enough for large volumes of property data and media. The project reached launch-ready stage as a fully automated solution.

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The challenge

Manual Website Updates, Outdated Listings

Keeping the website current with real-time changes in property details and media took significant manual effort, and the process was prone to error. Outdated or inaccurate listings reached visitors as a result.

The client needed real-time synchronization between the CRM and the website, images included, plus a dynamic content system that handles static and dynamic data together.

Media compounded the problem. Images lived in separate systems and processes that were never integrated with the property data, so maintaining a listing meant touching several tools. The system also had to be simple enough for the client to run without technical expertise, and flexible enough to add, update, and remove property information easily.

The solution

CRM as the Single Place to Publish

We integrated Zoho CRM, Analytics, WorkDrive, and Sites into an automated system that lets the team manage property details and media directly from the CRM.

  1. 01

    CRM Property Data

    We set up Zoho CRM to manage property data as the single place the client enters and maintains a listing.

  2. 02

    Analytics Data Layer

    We configured Zoho Analytics to store and process that property data for the website to draw from.

  3. 03

    WorkDrive Image Store

    We integrated Zoho WorkDrive to hold property images and linked each image to its relevant listing.

  4. 04

    Dynamic Website Build

    We designed and built the site in Zoho Sites, using the dynamic content feature to pull property data from Zoho Analytics automatically.

  5. 05

    Testing and Handover

    We tested every synchronization path to confirm the site displays correct information in real time, then trained the client to manage property updates from the CRM interface.

Built onZoho CRMZoho AnalyticsZoho WorkDriveZoho Sites
System architecture

From CRM Record to Live Listing

The CRM record is the only place a property is edited. Analytics processes it, WorkDrive carries the images, and Zoho Sites renders the current listing without anyone touching the website.

Zoho CRMProperty details entered and maintained onceZoho AnalyticsProperty data stored and processed for publishingZoho WorkDriveProperty images stored and linked to listingsZoho Sites Dynamic ContentLive queries rendering current listingsPublic Property ListingsAccurate details and media, updated automatically
Dashed = a property update moving through to the public siteHover a stage to trace the flow

One Place to Edit

Any change made in the CRM is reflected on the website automatically, so listings stay accurate and current without a second update step.

Images Without Side Systems

Property images live in WorkDrive and link straight to their listing, replacing the separate media processes that were never integrated with property data.

Built for a Non-Technical Team

The client manages property details, images, and data from the CRM interface, and we trained the team on that flow before handover.

The impact

The Results at Launch

1interface for the whole listing lifecycle: the Zoho CRM record
4Zoho applications connected: CRM, Analytics, WorkDrive, and Sites
0manual website updates needed to publish a property change
Real timesynchronization of property data and images to the site
Launch readyfully automated solution delivered and handed over with training
Fewer errorsreported by the client, alongside significant time savings

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