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Product
Leads and follow-upZillow, NewHomeSource, your website and the model-home kiosk in one inbox. Texting checks consent first.Homesites and contractsCommunities, homesites, floor plans and lot premiums. The purchase agreement, e-signature and change orders.Construction and the buyer portalStages with photos, shown to the buyer on their own portal. You answer “how’s my home coming along?” once.Closing, co-op and warrantyLoan status to clear to close, realtor co-op paid on the final price, and warranty walkthroughs booked at closing.AI that does the legworkA website chatbot that turns visitors into leads, a 0–100 score with a reason, and plain answers about your numbers.
Solutions
Online sales counselorsWork every new lead first, then hand a ready buyer to the community.Community sales teamsTours, homesite holds and contracts, from the model home.Sales managers and ownersTraffic, appointments and sales by community and source.Closing coordinatorsContingencies, loan status and the closing date, on the buyer’s record.Warranty teamsWalkthroughs scheduled at closing and requests routed to your trades.
Pricing
Resources
Help CenterStep-by-step setup guides for every part of the CRM.US rules for buildersTCPA, Do Not Call, CAN-SPAM, Fair Housing, e-signature — with sources.Security and dataOne database per workspace, two-factor, encryption at rest, an audit trail.IntegrationsZillow, NewHomeSource, Twilio, Dropbox Sign, a calendar feed and an API.FAQStraight answers on scope, pricing, data and setup.
Company
AboutWho builds ZevroCRM and the facts at a glance.Book a demoA 30-minute walkthrough with your communities and plans.
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Zillow and NewHomeSource leads, your website form and model-home walk-ins land in one inbox. Duplicates merge by phone number. Your online sales counselor works them first, and every text checks consent before it goes.

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Module
01 of 05
Sources
10
Texting
Your own Twilio
Checks
4 per text

01Inquiry

Leads are deduplicated by phone number. A chat lead whose number already has an open lead is flagged to your team as a possible duplicate instead.

[01] 5 sources

Arrive on their own

Zillow and NewHomeSource lead emails are read into your workspace. Your website form posts through the lead-ingest API. The kiosk records model-home walk-ins. With the chatbot switched on, a visitor who shares a phone number becomes a lead too.

  • ZillowLead email
  • NewHomeSourceLead email
  • Website formLead-ingest API
  • Sign-in kioskWalk-ins
  • Website chatWhen switched on
[02] 4 sources

Entered by your team

Phone, realtor, referral and email inquiries are entered by the team and tracked the same way, on the same kind of record.

  • PhoneTeam
  • RealtorTeam
  • ReferralTeam
  • EmailTeam
[03] 1 source

Brought across

Import leads from a CSV file, including TCPA consent columns. We help map your columns before your team starts.

  • CSV importSpreadsheet

02OSC follow-up

Texts, calls and notes sit on one timeline. When the buyer is ready, the community team picks up the same record.

  1. Step 01

    Inquiry

    Zillow and NewHomeSource leads, your website form and model-home walk-ins land in one inbox. Duplicates merge by phone number.

  2. Step 02

    OSC follow-up

    The online sales counselor works new leads first: texts, calls and notes on one timeline, then hands a ready buyer to the community team.

  3. Step 03

    Texting, with consent

    Two-way texting through Twilio. Every text checks the TCPA consent ledger, your do-not-contact list, the national DNC upload and quiet hours. STOP and HELP are handled.

  4. Step 04

    Model-home visit

    A sign-in kiosk on a tablet in the model home. The visitor, their realtor and their texting consent are recorded on the lead.

New lead42
Taylor B · $450K
Chris M · $380K
Contacted31
Sam R · $520K
Alex P · unassigned
Tour scheduled22
Jordan E · $460K
Toured14
Riley K · $410K
[02] /leads?view=kanban

The pipeline, five ways

Kanban with your own stages; the same records as list, compact, swimlane and funnel.

Jordan EllisCedar Ridge · The Avery · $460K
82score

Visited the model twice, asked about Homesite 42, pre-approved.

Next: Text the homesite plat before Friday
  • Text · consent on file · 2:14 PM CT
  • Model-home visit · Jul 20 · realtor registered
  • Call · 9 min · recording notice played
[03] /leads/4821

The lead record, the texts and the score

Every text, call, note and visit on one timeline. AI score 0–100 with a written reason.

03Texting, with consent

Two-way texting through your own Twilio account. A blocked text is logged on the lead with the reason.

Checks before every text

STOP and HELP replies are handled. Have your counsel review your consent wording before you go live.

The US rules for builders, with sources

[01] ConsentThe lead’s consent, in a TCPA consent ledger.
[02] Do-not-contactYour own do-not-contact list.
[03] National DNCThe national Do Not Call list you upload.
[04] Quiet hoursQuiet hours, in the buyer’s time zone.
Before this text goes out
ConsentWritten consent · kiosk · Jul 20
Do-not-contact listNot listed
National DNC uploadNot listed
Quiet hoursOK · 2:14 PM in the buyer’s time zone
ResultSent through Twilio
STOP, HELP and START handled
[04] /settings/texting

Texting, with the rules checked first

Every outbound text is checked against consent, do-not-contact, the national DNC upload and quiet hours.

04Model-home visit

A sign-in kiosk on a tablet in the model home. The visitor, their realtor and their texting consent are recorded on the lead.

Welcome to Cedar Ridge
Name and phoneNew walk-in lead, or a note on the open one
Working with a realtor?Matched to the realtor registry
How did you hear about us?Lead source
Texting consentOptional · exact wording stored
VisitLogged as completed
Consent is never required to sign in
[14] /kiosk

The model-home kiosk

A tablet sign-in for walk-ins. Visitor, realtor and texting consent go straight to the lead.

  1. [01]

    Name and phone

    New walk-in lead, or a note on the open one

  2. [02]

    Working with a realtor?

    Matched to the realtor registry

  3. [03]

    How did you hear about us?

    Lead source

  4. [04]

    Texting consent

    Optional · exact wording stored

Kiosk rule

Consent is never required to sign in. The visit is logged as completed.

Sample screen

05Lead questions

Straight answers on how leads arrive and how texting is checked.

Which lead sources can ZevroCRM capture?

ZevroCRM reads Zillow and NewHomeSource lead emails into your workspace, takes leads from your website form through its lead-ingest API, and records model-home walk-ins through a sign-in kiosk. When the website chatbot is switched on, a visitor who shares a phone number becomes a lead too. Phone, realtor, referral and email inquiries are entered by the team and tracked the same way. Leads are deduplicated by phone number; a chat lead whose number already has an open lead is flagged as a possible duplicate for your team instead.

How does ZevroCRM handle texting and TCPA consent?

ZevroCRM sends and receives texts through your own Twilio account. Before every text it checks the lead’s consent in a TCPA consent ledger, your do-not-contact list, the national Do Not Call list you upload, and quiet hours in the buyer’s time zone. STOP and HELP replies are handled, and a blocked text is logged on the lead with the reason. Have your counsel review your consent wording before you go live.

Can we import our existing leads?

Yes. ZevroCRM imports leads from a CSV file, including TCPA consent columns, and we help map your columns before your team starts, so nothing is lost from the spreadsheet or CRM you are moving off.

The whole platform · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.

Next step

A 30-minute walkthrough set up with your own communities, homesites and floor plans. We reply within one business day.

Book a demoSee pricing