SaveOnHouseTaxes.com · Texas property tax consulting
A client enrollment system built as three plugins
Signing up new clients had been PDFs by email, printing, scanning and re-typing into Zoho CRM. We built the system that replaced it.
- An enrollment pipeline with its own database table, field validation, and county detection from the property account number
- A standalone Zoho CRM bridge that de-duplicates by email, updates status as each agreement moves, and logs every event
- An admin screen where the firm edits agreement wording and previews it, without a developer
- Phone-friendly signature capture, embedded into the generated PDF agreement
