Blog categorized as General

Turn your Garage Workshop into a Workflow Powerhouse with CRM Automation

Running a garage workshop isn’t just about fixing cars—it’s about building trust, keeping customers happy, and making sure your business runs like a well-oiled engine. But let’s be honest: juggling repair orders, managing customer appointments, tracking payments, and following up for service reminde...

16.08.25 12:02 PM - Comment(s)
Audit Logs, Role Access & CRM Hygiene: Best Practices for Admins

Introduction

Maintaining a clean and secure CRM is not just about organizing data — it's about protecting business integrity, ensuring user accountability, and enabling smooth collaboration. For Zoho CRM admins, this means mastering the trifecta: Audit Logs, Role-Based Access, and CRM Hygiene.


Let...


08.08.25 07:35 AM - Comment(s)
From Lead to Key Handover: Automating the Real Estate Sales Funnel in Zoho CRM

Introduction

In real estate, speed, accuracy, and consistent communication can make or break a deal. From capturing leads to handing over the keys to a happy buyer, every step of the journey should be seamless. That’s where Zoho CRM becomes a game-changer. With the right automations in place, real...

01.08.25 07:20 AM - Comment(s)
Real Estate CRM Setup: Organizing Projects, Units & Site Visits Like a Pro

Real estate businesses juggle multiple projects, properties, site visits, agents, and clients — all at once. Without the right system, things fall through the cracks. That’s where Zoho CRM becomes your project and client command center.

Here’s how to structure your real estate CRM like a pro — from ...

18.07.25 08:45 AM - Comment(s)