CRM
CRM – Streamlined Customer Experience with Complete Backend Support
At MY ZONE, our CRM services go beyond software—we manage the entire customer journey with precision, transparency, and accountability. From onboarding to documentation, collections to cancellations, we ensure your buyers feel supported and informed at every step.
Our structured CRM processes reduce errors, improve satisfaction, and increase repeat and referral business.
Our CRM Services:
CRM Software
Centralized system to manage leads, track interactions, automate communication, and monitor the full customer lifecycle.
Agreements, Registrations & Coordination
Complete support in preparing and coordinating agreement signings and property registrations in compliance with legal norms.
Manpower Onboarding
Deploying trained CRM personnel who manage documentation, collections, and customer communication efficiently.
Demand Letter Generation
Automated and timely generation of demand letters for payment milestones aligned with project progress.
Slab Wise Collections
Structured billing linked to construction stages—ensuring clarity and timely payment follow-ups.
Bank APF & Banking Schemes
Assistance in managing project approvals with banks (APF), and promoting customized home loan schemes for buyers.
Bank Coordination’s
End-to-end coordination with banking partners for documentation, disbursement, and buyer support.
Payments & Receipts Generation
Transparent management of incoming payments with instant digital receipt generation for buyers.
Documentation Coordination
Centralized management of KYC, booking forms, allotment letters, agreements, and more.
Customer Onboarding
Professional onboarding of buyers with complete information packs, welcome calls, and support contacts.
Cancellation Issue Coordination
Timely response and structured handling of refund cases, cancellation documentation, and re-allocation.
Agreement MIS
Regular reports tracking execution status, pending agreements, and registration timelines.
Welcome Call MIS
Logs and reports of onboarding calls made to buyers for personal connection and trust-building.
Collection MIS
Real-time reports on amount due, collected, delayed, and upcoming—ensuring financial clarity.
Parking SOP
Systematic process to allot, confirm, and record parking slots with layout mapping.
Cancellation SOP
Step-by-step process for handling cancellations, refunds, internal coordination, and re-listing of inventory.
Connector Codes SOP
Custom code system for tracking channel partner or referral-based leads with transparency.
Home Loan Process SOP
Defined workflow to guide customers from loan application to final disbursal with bank support.