Client engagement / The Abbotsford
From exploring a home to reaching the sales team.
A property showcase with an AI concierge grounded in approved information and enquiries connected to Zoho CRM.
Site delivery, AI concierge & CRM integration
Deployed property site
The result you can inspect
Register-interest submissions become structured leads in Zoho CRM.
System overview
How the pieces connect.
- 01
Explore
Gallery, floor plans and property information.
- 02
Ask
A concierge uses approved development context.
- 03
Connect
Enquiries reach CRM and sales agents.
A simplified view of the documented architecture.
The short version
Context before code.
The problem
Marketing site for The Abbotsford, a Johannesburg development of 16 new duplex residences. The site walks a buyer from "urban sanctuary" positioning through gallery and amenities, into floor plans, unit availability and pricing, and out to the sales agents via a register-interest form and WhatsApp. A 24/7 AI concierge — "Ask The Abbotsford Assistant" — answers questions on pricing, unit layouts, security, location and the reservation process from approved information only, qualifies the buyer (unit interest, purpose, bond status, timeframe), and hands the enquiry straight to the agents on WhatsApp. Alongside it, the register-interest form fronts a complete lead-to-CRM sales system: every enquiry is pushed into Zoho CRM as a structured, qualified lead via a custom Zoho CRM API integration, so agents follow up from the CRM instead of chasing inbox messages.
What I built
A property showcase with an AI concierge grounded in approved information and enquiries connected to Zoho CRM.
- Creating a polished property presentation without overwhelming the visitor.
- Balancing premium positioning with practical information hierarchy.
- Grounding an AI concierge on approved development information so it answers buyer questions accurately and qualifies intent without going off-script.
- Routing every register-interest enquiry into Zoho CRM as a structured sales lead, mapped to custom fields built for the development.
For a closer look
The decisions behind it.
Delivery process
The site pairs an AI concierge with a complete lead-to-CRM sales system. The concierge answers buyer questions from approved information only and routes qualified enquiries to the agents on WhatsApp. For CRM capture I built the custom lead fields in Zoho CRM, set up the OAuth client and self-client flow in Postman to mint the authorization and refresh tokens, and wired the register-interest form to post structured leads into the CRM via the Zoho CRM API.
Tools used on this project
- Landing page design
- Visual hierarchy
- Responsive UI
- Conversion flow
- AI concierge
- Grounded / retrieval-based answering
- Zoho CRM API
- OAuth 2.0 token flow
- Postman
- Lead-capture integration