A well-established real estate firm in the Bahamas with over 30 years of market presence. The company operated across residential and commercial sectors but faced growing inefficiencies due to manual processes, fragmented data, and outdated technology.
The Opportunity
A well-established real estate firm in the Bahamas with over 30 years of market presence. The company operated across residential and commercial sectors but faced growing inefficiencies due to manual processes, fragmented data, and outdated technology.
The Challenge
Despite their reputation and longevity, the firm was struggling with:
Manual, paper-based deal tracking and offer management
Inconsistent client communication across multiple agents
No centralized system for listings, client data, or deal pipelines
Delays in invoicing, poor visibility into receivables, and reliance on spreadsheets
Limited insight into team performance, follow-ups, or marketing ROI
Their leadership knew they needed a digital upgrade but weren’t sure where to begin.
The Solution
Novio Group’s Digital Ops Strategy
Novio Group conducted a full operational audit and proposed a Zoho One deployment customized to real estate operations, rolled out in phases under our Digital Ops Strategy model.
Key Systems Delivered:
Zoho CRM: For deal tracking, agent activity, lead capture, and automatic follow-ups
Zoho Books: For client invoicing, deposit tracking, and reporting
Zoho Forms & Creator: For digital listing intake, property updates, and lead submission from agents
Zoho WorkDrive: For document storage, offer letters, and internal collaboration
Automation & Workflows: Automated reminders, property view scheduling, follow-up prompts, and reporting dashboards
Training and SOPs were delivered to ensure smooth adoption across all departments.
The Impact
Deal Pipeline Visibility Increased by 100%
Sales managers now view live dashboards of all pending, active, and closed deals by agent.Saved 20+ Hours per Week on Manual Tasks
Automated communication, listing intake, and invoicing reduced administrative workload.Improved Collections & Cash Flow
Invoice timelines and follow-ups became more structured and trackable.Fully Digitized Operations
No more printing offer sheets or digging through emails for deal status updates.
Ready to Digitize Your Real Estate Firm?
Novio Group offers turnkey Zoho One deployments for real estate companies ready to grow with structure.
Whether you’re a boutique brokerage or a multi-office operation, we’ll design and deploy a system that fits your needs.
“Novio didn’t just install software. They helped us rethink how we work. We now have more control, more visibility, and more time to focus on closing deals.”