Using Zoho CRM for Customer Success: Creating a Health Score Dashboard

Customer success is no longer just about resolving issues—it’s about proactively ensuring that your clients are achieving their goals with your product or service. A key way to measure and manage this is by tracking customer health scores. With Zoho CRM, you can create a Customer Health Score Dashbo...

22.08.25 07:35 AM - Comment(s)
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)