Blog by Marketing

Approval Workflows in CRM: The Secret Weapon for Ops Teams

Operations teams are the backbone of any organization — ensuring processes run smoothly, decisions are made efficiently, and compliance is never compromised. Yet, too often, approvals become bottlenecks that slow down productivity and frustrate teams.

That’s where Approval Workflows in Zoho CRM c...

29.08.25 07:55 AM - 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)