Houzez–Zoho MVP Configuration

I need a working minimum-viable online property sales platform configured using my existing Houzez WordPress theme and Zoho CRM. Both are already set up and ready to use.

The objective is to create a simple property sales journey from property listing → enquiry → viewing → offer → offer accepted → Sale Agreed → booking deposit, using existing functionality and no bespoke development.

Houzez

Houzez will be the customer-facing property website.

Configure the existing Houzez templates and functionality to:

Allow sellers to register and submit their property.

Allow the Agent/Admin to review and approve listings before publication.

Display properties using the existing Houzez property listing and property detail templates.

Allow buyers to search and view properties.

Provide clear Enquire, Request Viewing and Make an Offer actions on each property.

Use the existing Houzez seller dashboard and property submission functionality.

Use Houzez property statuses including For Sale and Sale Agreed.

Use existing Houzez payment functionality for seller listing fees if required.

No custom Houzez templates or PHP development should be required.

Zoho CRM

Zoho CRM will be the main sales and transaction management system.

Configure Zoho to manage:

Buyers

Sellers

Properties

Enquiries

Viewing requests

Offers

Negotiations

Deals

Offer Accepted

Sale Agreed

Booking Deposit Requested

Booking Deposit Received

The required sales pipeline is:

Enquiry → Viewing Requested → Viewing Completed → Offer Received → Negotiation → Offer Accepted → Sale Agreed → Deposit Requested → Deposit Received

Zoho should be the main system staff use to manage the transaction.

Website to Zoho

Buyer actions from the Houzez property page should feed into Zoho CRM using existing no-code functionality wherever possible.

This includes:

Enquire

Buyer details and property details recorded in Zoho.

Request Viewing

Buyer, property and requested viewing details recorded in Zoho.

Make an Offer

Buyer submits:

Name

Email

Mobile

Property

Offer amount

Finance position

Message

The offer should be recorded in Zoho and associated with the relevant buyer and property.

Use existing functionality such as Zoho Webforms, Zoho Workflow, Zoho Flow, webhooks, Zapier or suitable standard WordPress plugins.

No bespoke API or PHP development.

Sale Agreed

When an offer is accepted, staff progress the transaction in Zoho.

Once the property reaches Sale Agreed:

Zoho Deal → Sale Agreed

and

Houzez Property Status → Sale Agreed

For the MVP, this Houzez status change can be completed manually by the Agent if automatic synchronisation requires custom development.

Booking Deposit

Booking deposit management should be recorded in Zoho rather than trying to create a bespoke payment system in Houzez.

Zoho should show:

Deposit Requested

and

Deposit Received

including:

Deposit amount

Date requested

Date received

Payment reference/status

The MVP transaction ends at Deposit Received.

Important Requirement

I do not need every piece of information duplicated in both Houzez and Zoho.

The systems have different purposes:

Houzez = Property Website & Seller Listing Platform

Zoho CRM = Buyer, Offer & Sales Transaction Management

The objective is a simple and reliable workflow between the two systems, not unnecessary two-way synchronisation.

No Custom Development

The project should use existing functionality wherever possible:

Houzez

Elementor

Zoho CRM

Zoho Webforms

Zoho Workflow

Zoho Blueprint

Zoho Flow

Zapier

Standard WordPress plugins

I do not want:

Custom PHP

Custom WordPress plugins

Custom databases

Custom APIs

Theme core-file modifications

Bespoke CRM development

If a function cannot reasonably be achieved using existing functionality, it should be identified before implementation rather than custom-coded.

Handover

On completion, provide simple handover instructions showing:

How sellers are managed

How properties are approved and published

How enquiries enter Zoho

How viewing requests are managed

How offers are recorded

How an offer progresses through Zoho

How a property is marked Sale Agreed

How booking deposits are recorded

How to add/edit the Zoho pipeline and forms

MVP Completion

The project is complete when I can successfully test:

Seller registers

→ Property submitted

→ Agent approves listing

→ Property published

→ Buyer enquires

→ Buyer requests viewing

→ Buyer submits offer

→ Offer recorded in Zoho

→ Offer accepted

→ Sale Agreed

→ Houzez property marked Sale Agreed

→ Deposit requested

→ Deposit received

The final result should allow me to launch the MVP immediately and manage the complete property sales process through to booking deposit without writing or modifying code.