Setup guides for
your ZevroCRM workspace.
Step-by-step guides: what each part does, what you need, what you do and what we do, and what to check if something goes wrong.
ZevroCRM clients: sign in to your CRM and open Help in the menu to read the full step-by-step guides.
What the guides cover
Guides for the US home-builder features — texting and consent, Zillow and NewHomeSource intake, the kiosk, contracts, change orders, co-op and warranty — are being written. Until they are published, write to hello@zevrocrm.com and we will walk you through setup.
How to Set Up Lead Management in Zevro CRM
Keeps every inquiry in one place as a lead — with its source, project, owner, stage and next follow-up — so nothing is missed and every lead has someone responsible for it.
How to Import Your Existing Data into Zevro CRM
Brings your existing data into Zevro CRM in bulk from a spreadsheet — users, leads, projects, units and customers — so you don't need to type it in one by one.
How to Handle Customer Support Requests in Zevro CRM
Lets your buyers raise service requests from their portal, and lets your team track and reply to each one until it is resolved. Your team is alerted when a customer is kept waiting, and immediately when a message sounds dangerous, such as a gas smell or fire.
How to Set Up Notifications in Zevro CRM
Alerts your team when something needs them — a lead assigned, a follow-up due, a customer waiting on a support request, a payment received.
How to Use Team Chat in Zevro CRM
Gives your staff private channels and direct messages inside Zevro CRM, so work conversations stay with the business instead of on personal phones.
How to Set Up Automation Rules in Zevro CRM
Lets you set rules that act on leads automatically — for example, when a lead reaches a stage, it can be reassigned, a follow-up can be set, or staff can be reminded.
How to Use the Dashboard and Reports in Zevro CRM
Shows owners and managers the business on one screen — headline numbers, the sales funnel, lead trend, leads by source and team performance — for any period you choose.
How to Send Zevro CRM Events to Zapier, Make or Your Website
Sends an automatic message from Zevro CRM to a web address you choose whenever something happens — a new lead, a stage change, a lead won or lost, a booking, a payment, a site visit or a support request.
Updated . Evaluating ZevroCRM? Ask us for a walkthrough.
Let’s talk about
your communities.
Tell us a little about your team and communities. We’ll show you how ZevroCRM fits the way you sell — from the first inquiry to closing and the warranty.
- A 30-minute walkthrough
- Set up with a sample community, plans and homesites
- Guidance on moving off spreadsheets and your current CRM
- No obligation — we reply within one business day