Made for every seat on the sales floor
Your online sales counselor, your community sales team and your warranty desk work from the same buyer record. No spreadsheet next to the CRM.
- Roles
- 5
- Modules
- 5
- Builders
- Production · semi-custom
- Record
- Inquiry to warranty
01By role
Five roles. One buyer record
The online sales counselor works new leads first: texts, calls and notes on one timeline, then hands a ready buyer to the community team.
01 / 05
Online sales counselors
Work every new lead first, then hand a ready buyer to the community.
Where online sales counselors work in the nine steps
- 01Inquiry (their step)
- 02OSC follow-up (their step)
- 03Texting, with consent (their step)
- 04Model-home visit
- 05Homesite and plan
- 06Contract
- 07Options and construction
- 08Loan and closing
- 09Warranty
Their day
- [01]Inquiry
Zillow and NewHomeSource leads, your website form and model-home walk-ins land in one inbox. Duplicates merge by phone number.
- [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.
- [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.
What they lean on
- Score and next step
Each lead gets a score from 0 to 100 with a written reason and a suggested next step. Words that name a protected class are replaced before the notes reach the AI, for Fair Housing.
- A chatbot on your website
Answers visitors from the communities you publish, never states a price, and asks once for a name and phone number. The visitor becomes a new lead with the whole chat on the record. Switched on per workspace.
What they see
Texting, with the rules checked first
| Consent | Written consent · kiosk · Jul 20 |
|---|---|
| Do-not-contact list | Not listed |
| National DNC upload | Not listed |
| Quiet hours | OK · 2:14 PM in the buyer’s time zone |
| Result | Sent through Twilio |
STOP, HELP and START handled
Modules they use
02 / 05
Community sales teams
Tours, homesite holds and contracts, from the model home.
Where community sales teams work in the nine steps
- 01Inquiry
- 02OSC follow-up
- 03Texting, with consent
- 04Model-home visit (their step)
- 05Homesite and plan (their step)
- 06Contract (their step)
- 07Options and construction
- 08Loan and closing
- 09Warranty
Their day
- [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.
- [05]Homesite and plan
Communities, homesites, floor plans and elevations, with lot premiums. Hold a homesite for a named buyer.
- [06]Contract
Purchase agreement PDF, a contract record with contingencies, earnest money and an estimated closing date. Sent for e-signature through Dropbox Sign.
What they lean on
- On the phone at the model home
Installs from the browser on Android, iPhone and desktop, with no app store, and sends a push alert when a lead is assigned or a follow-up is due.
- The contract record
Base price, lot premium, options, earnest money and estimated closing. The purchase agreement is generated as a PDF and sent for e-signature through Dropbox Sign.
- Change orders with a price history
Options picked at the design center become numbered change orders. Only a signed change order moves the contract price, and every amendment is kept.
What they see
Floor plans, elevations and lot premiums
| Plan | The Avery · 4 bd · 2,480 sq ft |
|---|---|
| Elevation | B · Craftsman |
| Base price | $412,900 |
| Lot premium | $15,000 · corner, backs to greenbelt |
| Before options | $427,900 |
Hold for a named buyer
Modules they use
03 / 05
Sales managers and owners
Traffic, appointments and sales by community and source.
Sees every step of the journey
- 01Inquiry (their step)
- 02OSC follow-up (their step)
- 03Texting, with consent (their step)
- 04Model-home visit (their step)
- 05Homesite and plan (their step)
- 06Contract (their step)
- 07Options and construction (their step)
- 08Loan and closing (their step)
- 09Warranty (their step)
Their day
- [01]The workspace
Traffic, appointments, sales and where every lead came from, for every community you sell. The screen a sales manager opens first.
- [02]Sales report
Traffic, appointments, sales, cancellations and closings — by community and by lead source, for any date range.
- [03]Who is moving
See which buyers are moving and which have gone quiet, without asking anyone for an update.
What they lean on
- Ask your numbers
Ask “which source gave us the most sales last quarter?” and get a plain answer, worked out from your CRM’s own figures. Every number it quotes is traced back to them and logged.
- Off until you say yes
No AI feature runs until your workspace admin or owner accepts the AI data terms, which name the AI providers used. Each staff member then reads how AI handles buyer data before their first use.
- Guided tours
Ten step-by-step tours — find your way around, add a lead, book a tour, write a contract, plan your day — each offered to the roles that do that work.
What they see
The US sales report
| Cedar Ridge | 96 → 27 → 9 sales · 1 cancellation |
|---|---|
| Mill Creek | 71 → 19 → 6 sales · 1 cancellation |
| Oak Hollow | 47 → 12 → 4 sales · 0 cancellations |
| Average days contract → close | 112 |
| Closings | 14 |
AI score audit export for admins
Modules they use
04 / 05
Closing coordinators
Contingencies, loan status and the closing date, on the buyer’s record.
Where closing coordinators work in the nine steps
- 01Inquiry
- 02OSC follow-up
- 03Texting, with consent
- 04Model-home visit
- 05Homesite and plan
- 06Contract
- 07Options and construction (their step)
- 08Loan and closing (their step)
- 09Warranty
Their day
- [07]Options and construction
Options catalog, design center appointments and change orders with an audited price history. Construction stages with photos on the buyer portal.
- [08]Loan and closing
Loan status from application to clear to close. Realtor co-op is paid at closing on the final price, after every change order.
What they lean on
- Contingencies and the loan
Each contingency has a deadline and an owner who is reminded. Loan status runs from pre-approved to clear to close and funded.
- The buyer’s own portal
Buyers sign in to see their contract price, estimated closing, loan status, documents and construction stages — and raise a warranty request after closing.
- Paid at closing, after change orders
Nothing accrues at the sale. At closing the co-op is worked out on the final price, after every signed change order.
What they see
The contract record
| Purchase agreement | Signed · Dropbox Sign · Aug 2 |
|---|---|
| Earnest money | $10,000 received |
| Financing contingency | Due Sep 15 · cleared |
| Estimated closing | Dec 18 |
| Contract price | $459,550 |
Contingency owners reminded
05 / 05
Warranty teams
Walkthroughs scheduled at closing and requests routed to your trades.
Where warranty teams work in the nine steps
- 01Inquiry
- 02OSC follow-up
- 03Texting, with consent
- 04Model-home visit
- 05Homesite and plan
- 06Contract
- 07Options and construction
- 08Loan and closing
- 09Warranty (their step)
Their day
- [09]Warranty
Orientation, 60-day and 11-month walkthroughs are scheduled at closing. Warranty requests go to your trades, with the history on record.
What they lean on
- Buyer requests in one Inbox
Requests buyers raise from their portal land in the Inbox, each with an owner. One that sounds dangerous, such as a gas smell, alerts the owner and every admin at once.
- Coverage by type
Warranty requests are tracked against workmanship, systems and structural coverage (1, 2 and 10 years by default) and assigned to your trades.
What they see
Warranty and walkthroughs
| 60-day walkthrough | Feb 16 · reminder sent |
|---|---|
| 11-month walkthrough | Nov 18 |
| Request · drywall crack | Assigned · Summit Drywall |
| Request · HVAC noise | Systems cover · open |
| Coverage | Workmanship 1 yr · systems 2 · structural 10 |
Out-of-warranty requests flagged
Modules they use
02Builder type
Production and semi-custom builders
One community or twelve, an OSC team or none.
ZevroCRM is built for production and semi-custom builders. It suits a builder selling in one community or in several, and keeps every inquiry, contract, change order, closing and warranty request on one buyer record.
| Built for | Production and semi-custom home builders |
|---|---|
| Communities | One community or several |
| Team | Online sales counselors, community sales, the design center, the warranty desk and the realtors who bring buyers in |
| Regional defaults | US dollars, US phone and address formats, each community’s own time zone |
| Category | CRM for home builders · new-home sales, contracts, closing and warranty |
Next step
See it with your communities and plans
A 30-minute walkthrough set up with your own communities, homesites and floor plans. We reply within one business day.