Zendesk Implementation Template

Real Estate

Other Industries
Buyer/seller/renter inquiries

Facilitate real estate transactions and property management. This template manages buyer, seller, and renter inquiries, and provides support for property management.

Deploy for $499

After installation

Ticket Triaging

Ticket Forms

Automatically segment your tickets with views, setup during the installation.

Help Center

Ticket Forms

All your ticket forms will automatically be added to your help center when activated.

Reporting

Ticket Forms

You will have pre-configured reporting to help you understand your support data.

Template Overview

Perfect For

  • Real estate agencies
  • Property management companies
  • Real estate developers

Ticket Forms Included

  • Buyer Inquiries
  • Seller Inquiries
  • Renter Inquiries
  • Property Management
  • New Construction Inquiries
  • Investment Opportunities
  • Mortgage and Financing
Real Estate

Ticket Forms

Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."

Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.

Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.

Buyer Inquiries

Questions from potential buyers about properties, viewings, or the buying process.

Ticket fields

Property Type

Location

Price Range

Seller Inquiries

Questions from potential sellers about listing properties, marketing, or the selling process.

Ticket fields

Property Type

Location

Renter Inquiries

Questions from potential renters about rental properties, availability, or lease terms.

Ticket fields

Property Type

Location

Price Range

Property Management

Inquiries from current tenants or landlords about property maintenance, repairs, or lease agreements.

Ticket fields

Property Address

Inquiry Type

New Construction Inquiries

Questions about new construction properties, project timelines, or availability of newly built homes or commercial spaces.

Ticket fields

Project Type

Location

Investment Opportunities

Inquiries about real estate investment opportunities, including commercial properties or buy-to-let investments.

Ticket fields

Investment Type

Investment Budget

Mortgage and Financing

Questions regarding mortgage options, financing, or pre-approval for buyers or investors.

Ticket fields

Loan Type

Pre-Approval Status

Frequently Asked Questions

Refund policy?

We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund

Will I get help after installation?

Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.

Can I install multiple templates?

Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.

What's included in the template?

Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.