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Zoho One: Revolutionizing Workflows and Empowering Growth

Executive Summary

Acquisto Real Estate, a boutique-style brokerage catering to the Dallas region for more than two decades, transitioned from labor-intensive manual procedures to the efficiency of Zoho One three years ago. Since implementing this automation solution, they have expanded their team by 28 agents and are on the verge of establishing offices in two additional states.


Broker-owners Mike and Shana Acquisto grappled with prolonged challenges due to an overload of paper-based processes.

"We spent an excessive amount of time handling paper," says Mike. "Eventually, we began automating some processes, but it introduced new issues because of the various platforms we were using. We had multiple data silos that didn't communicate, leading to continued inefficiencies as we navigated from one program to another. Additionally, onboarding new agents took considerable time."

In search of a comprehensive solution, the Acquistos sought a system that could consolidate all their needs into a single, user-friendly platform. Zoho One emerged as the ideal fit. With the assistance of Consultant Partner Lior Izik, they developed a system capable of managing all their workflows and scaling with their business growth.

"We have complete confidence in Zoho One. Not just for the present week, month, or year, but for decades to come," affirms Mike.

The Business

In 2001, Mike and Shana Acquisto, a dynamic husband-and-wife team, leveraged Shana's expertise in sales and client care alongside Mike's technological acumen to establish Acquisto Real Estate. Over the years, their collaboration has flourished into a formidable real estate agency, earning prestige and success in the competitive market of residential and luxury properties in and around the Dallas, Texas area. The synergy of Shana's interpersonal skills and Mike's tech-savvy approach has played a pivotal role in shaping Acquisto Real Estate into a trusted and prominent player in the real estate industry.

Today, Acquisto Real Estate stands as a testament to innovation and excellence, solidifying its position as a top-producing agency known for its unwavering commitment to stellar client care. The agency has seamlessly integrated cutting-edge technology into its operations, ensuring that transactions are not only efficient but also trouble-free. This dedication to a harmonious blend of personalized service and state-of-the-art solutions has propelled Acquisto Real Estate to the forefront of the real estate market, where it continues to thrive as a beacon of success and reliability.

The Challenge

Before implementing Zoho, Acquisto Real Estate faced a multitude of challenges that hindered their growth and efficiency. Mike highlights the significant hurdle of onboarding new agents, a process that consumed considerable time and resources, almost crippling the team with each addition. This struggle not only discouraged the expansion of their workforce but also diverted their attention from crucial tasks. Shana emphasizes that the intensive onboarding process prevented them from focusing on essential aspects of their business, resulting in lost leads, untracked follow-ups, and an overall inability to manage day-to-day operations effectively.

Key Issues Before Zoho Implementation

Tedious Onboarding Process: Teaching new agents the existing systems and processes was time-consuming and resource-intensive.

Stunted Growth: The challenges in onboarding discouraged the recruitment of new talent, impeding the company's growth.

Ineffective Lead Management: Leads were slipping through the cracks, and follow-ups couldn't be tracked efficiently.

Operational Overload: The team struggled to keep up with daily tasks, hindering their ability to address critical aspects of the business.

The implementation of Zoho aimed to address these issues and transform Acquisto Real Estate's operations for enhanced efficiency and sustained growth.

Finding a Solution

The transformative impact of Zoho One on Acquisto Real Estate has been profound, as Mike attests, "Zoho One changed all of that." The brokerage now operates with a meticulously customized system that not only automates the majority of their processes but also liberates Mike, Shana, and their agents to excel in their core strengths – delivering dedicated, skilled, and enthusiastic attention to their clients. This strategic integration of technology allows the team to focus on providing exceptional real estate services without the encumbrance of manual and time-consuming tasks.

The partnership with Lior has fostered a collaborative and innovative environment within the brokerage. Acquisto Real Estate now experiences a seamless workflow, where Zoho One acts as a powerful tool, enhancing their overall operational efficiency. Mike emphasizes, "We know that whatever comes up, he’s going to ninja it for us!"

As Acquisto Real Estate continues to expand and thrive, they do so with the assurance that their Zoho system is not merely a software solution but a dynamic, evolving asset tailored to their unique needs. Lior's expertise, combined with Zoho One's capabilities, has not only resolved past challenges but positioned the brokerage for sustained success, allowing them to focus on what matters most – delivering exceptional service and building lasting relationships with their clients.

Implementation and Results

Mike and Shana are in complete agreement about the transformative impact Zoho One has had on their business. The comprehensive suite has streamlined their operations, making tasks ranging from lead tracking to inventory management significantly easier, faster, and more efficient.

Mike highlights the seamless accessibility of the various programs on a single platform. Work Drive has proven instrumental for file sharing and tracking, while Vault simplifies the storage and sharing of passwords. The email feature is extensively used for automated processes such as onboarding, sales communications, and follow-up emails. Importantly, each application has been customized to maximize efficiency and productivity.

The cumulative effect of these improvements translates into substantial time savings for the company. Shana emphasizes that this saved time is redirected towards securing more deals and expanding their team of agents. The simplicity and user-friendliness of their processes have created a positive working environment, fostering a sense of empowerment and freedom among their agents to work diligently and close deals effectively.

As a testament to the success of Zoho One's implementation, Acquisto Real Estate is now closing 250 homes annually, with plans for further expansion in the coming year. Mike envisions a nationwide expansion, confident that Zoho One's capability to effortlessly replicate processes in new markets will support their long-term growth strategy. The platform's adaptability and efficiency have become integral to Acquisto Real Estate's success and future aspirations.

What would you say publicly about Zoho?

"Zoho One has enabled us to transition from being business operators to true business owners," states Mike. "It has alleviated us of numerous day-to-day responsibilities by allowing us to automate a multitude of processes, ensuring accessibility and simplicity for every member of our team. If you aspire for your business to thrive, the initial step involves liberating yourself from manual duties, allowing you to concentrate on the expansion of your enterprise. Zoho One, coupled with the expertise of our outstanding Zoho partner, Lior Izik, makes this transformation possible." - Shana and Mike

Partner Bio:

Lior Izik, owner and founder of Amazing Business Results, is a Zoho Premium Partner, a Certified Zoho Developer and a Zoho Apps Trainer who knows the system inside and out.

For over 15 years, he’s built hundreds of CRM systems for his clients to help them automate their processes, save money and manage their businesses with less stress.

When you work with Lior, you get his business skill set and a Zoho Partner who can help you find the best software solution to manage and grow your business successfully.

Amazing Business Results Offers:

  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problem.

Looking to automate your business and have the best CRM in the world? Searching for a partner to take you to the next level? Click on the button below and connect with us today!

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