Zuma Review: Features, Integration and Pricing 2023

Property buying and leasing is one of the world’s oldest industries. However, it has long needed improvement. The process is also quite long: customers must hunt for a suitable house, apply, and then make a down payment. Zuma is a software company that helps companies solve this problem with technology. 

With Zuma, users can minimize the hurdles of leasing or purchasing a house. How might this platform fit into your business? Read our article to learn about Zuma’s features, pricing, and integrations.

Zuma Overview

Zuma’s creators saw an age-old problem and approached it with a new solution. Buying or leasing landed property is complex, requiring multiple interactions with sales agents and other personnel. 

That can be pretty challenging for real estate agents and mortgage companies in this business – having to engage with customers on multiple properties. However, Zuma sought to reduce the direct work agents must do. 

With its generative AI solution, Zuma helps reduce the number of in-person interactions between real estate agents and consumers. Companies can program the solution to quickly interact with consumers and address generic challenges, freeing agents to handle the most complex cases. Overall, this helps improve customers’ interactions with your business. 

Zuma was founded in 2020 by Kendrick Bradley and Shiv Gettu in the San Francisco Bay Area, West Coast, USA. Legally named Resident Boost Incorporated, the company has raised $7.2 million to date. Its most recent funding round was in January 2023, and its investors include Position Ventures and Andreessen Horowitz. Zuma is backed by world-class investors such as Day One Ventures, Soma Capital, Y-Combinator, and Liquid 2 Ventures. 

• Established: 2020
• Founders: Kendrick Bradley, Shiv Gettu
• Office: San Francisco, California, US

5 Core Features of Zuma

Expert Opinion

Rating: 4.2/5

Zuma is an AI-driven solution that helps businesses automate their sales conversations and improve real estate retail market outcomes. 

Zuma is an automated sales agent for the property industry. With the platform, companies can design a conversationist that interacts with, nurtures and qualifies inbound leads. You can also incorporate human support into the process to improve outcomes at critical stages. 

Its highly responsive AI assistant, Kelsey, uses natural language processing and inputted data to interact with customers in a human-like manner. 

Kelsey tracks prospects throughout their lifecycle and follows them up through multiple platforms. Typically, it will follow a customer through email, SMS, and phone to improve your chances of landing the deal. It also employs machine learning to improve its understanding of how you communicate. This way, it can imitate your voice and sound like your team. 

A concern with this platform is the need for more self-help options. When we navigated the platform, there was no self-help blog or FAQ section for commonly encountered problems. This means that users must contact the company directly for any challenges. 

However, we are impressed by the platform’s integration with various CRM and property management software tools. Platform users can instantly watch a live demo of how it works and thus get an idea of how to tailor the platform to their company’s needs.

Overall, we are impressed by the platform’s functionality, ease of use, and integrations. Zuma is an excellent solution for businesses using AI to reduce their burden in converting inbound leads.

Notable Features of Zuma

Zuma offers several notable features that help teams reduce their lead conversion challenges. We’ll examine them below.

1. 24/7 Leasing Assistant

Today, customers and prospects want their providers to respond almost as soon as they have a need. But it is virtually impossible to meet this demand with human staff because of varying closing times and the number of customers available. Zuma’s leasing assistant makes it easier to meet this need.

The leasing assistant uses machine learning and natural language processing to understand your client’s requests. This means they can type the request in their own words or select from some options depending on your preferences. The machine then responds to their concern based on preserved information. 

Besides humanly interacting with customers, Zuma also allows companies to refer cases to human agents where necessary. To do this, you can create an option where the bot refers your customers to an appropriate sales representative where they want to talk with a person. This helps you close in on the most qualified leads in an instant, responsive way.

2. Simple Onboarding

Zuma makes it easy to integrate AI into your sales funnel. To add Zuma’s bot, Kelsey, to your sales process, register on the platform and add it to your CRM. With this, Kelsey would appear as a leasing agent on your CRM. It then starts syncing information from your property management software tool, so you don’t have to feed the tool with data manually.

Therefore, new users can begin to use the platform almost instantly. Additionally, you can customize the tool as much as you need to. For example, you can ask the tool to imitate your brand voice or configure the tool to refer certain cases or customers to your agents. 

As you interact more with the tool, you can customize it more to suit your company’s needs. Zuma is a plug-and-play tool, meaning you can use it almost immediately. As such, both large and small teams can start to enjoy its features instantly.

3. Personalized Engagement

Customer engagement is critical for opening conversations and closing deals. In the age of big data, being able to interact with your clients on a personal level is a no-brainer for success. Zuma’s data-gathering activities, machine learning, and NLP capacities combine to help businesses offer this feature in customer interactions.

Zuma collects tailored data from each client, allowing it to provide personalized engagement. Its AI assistant, Kelsey, personalizes each conversation based on the resident or customer’s preferences or needs. 

The tool uses excellent human-like conversation skills to transform the concept of AI conversations. Kelsey uses simple sentences to converse with users, improving the quality of communication.

Besides the platform’s personalized engagement tools, Kelsey makes it possible to follow up with your clients. The assistant helps you reach out to your clients through email, text, or phone, ensuring that the conversation is open and the tool is continuously helping.

4. Waitlist, Phone Call, and Interactive Voice Response (IVR)

When customers want to interact with a rep on the phone, they want to spend as little time as possible getting connected to the company. On the customer’s side, this is time-saving and convenient. But, for reps working at large firms with several customers, it can be tough fielding hundreds of calls at a time. 

Zuma provides options to handle inbound calls better. One of these features is Zuma’s waitlist, an efficient queuing system that allows you to manage a list of customers, book appointments, and serve customers seamlessly. With the waitlist, you can monitor your waiting time to ensure your business is not unnecessarily delaying customers.

The software also simplifies phone calls. In addition to the waitlist, Zuma offers interactive voice response (IVR). This functionality helps you better manage your calls and improves customer experience, as the IVR can direct users to the right place. 

5. Detailed Analytics Dashboard

Because data is a goldmine for businesses seeking improvement, it is essential to have data on customer experiences and other platforms. 

Besides providing tools to improve client interactions, Zuma offers options to understand your business through sales interactions. With detailed information about sales activity, you can make changes, alter strategies, and improve outcomes.

Zuma’s detailed dashboard provides increased insight into your marketing efforts. It provides a window into real-time activity in your real estate, allowing you to track business progress effectively. The platform tracks metrics such as community performance, tour bookings, and other details to help you better understand your customers.

Zuma Integrations

Zuma seamlessly integrates with numerous property management and customer relationship management (CRM) software tools out of the box. With these tools, the app can act as an excellent sales rep, engaging in sales conversations with background knowledge of the company’s property. 

Its integrations include Yardi, RentCafe, RealPage, Knock, and Entrata. Yardi is a property management tool that helps you manage all your buildings, including residential, commercial, senior living, and affordable housing. 

The tool also provides risk management, asset performance measurement, and online learning tools to help your staff add value to your team. With the Yardi integration, you can integrate Zuma’s native capabilities to improve customer interactions. 

Zuma’s integration with Knock Insights is another important mention. Knock Insights is CRM software designed for the housing industry. The platform allows you to schedule tours for renters, communicate with leads, manage tasks, and empower your leasing agents to work from anywhere. 

With this integration, you can help your team improve customer interactions through centralized customer relations management tools. Zuma’s AI platform further helps to optimize the experience for your customers and team.

Plans and Pricing

Zuma does not publicly display any plans or pricing on its website. Currently, pricing depends on your company’s needs and size. However, it may vary between businesses. You’ll need to contact their sales team to find out how much the tool will cost your company.

Terms and Policies

Zuma’s terms and policies are not publicly detailed on its website. You can request their terms of service during a conversation with their team. Before buying the product, ensure that you go through every detail to ensure that it fits with your company policies and needs.

Customer Support

Zuma offers a few support options for where you run into challenges. Although their self-help options are currently limited, you can contact the team directly if you need help. 

If you’d like to speak directly with their team before deciding, you can request a demo on their website. Clicking this option will take you to an interface where you can schedule a convenient time to meet with them. Alternatively, you can give them a call at 4086454277. The company is also available on LinkedIn at Zuma.

You can also visit their company office at 312 Arizona Avenue, Santa Monica, California 90401, United States.

Wrapping Up

Conversations with inbound leads in the housing industry can be tiring, considering the volume of potential consumers. An AI solution that helps you engage, qualify, and connect high-quality leads to your sales team can improve your ROI. 

Can Zuma’s features and capabilities improve your business? Then, contact their team to schedule a demo.

Contributors: Victor Femi-Lawal (Technical Writer), Olumide Okesipe (Graphic Designer)