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How a Zoho Fix Became a CRM for Commercial Real Estate Brokers.

There are certain phrases in software that sound harmless until you’ve been around long enough to know better. “Can we just customize Zoho CRM a little?” is one of them. It sounds like a small request, maybe a few custom fields, a workflow or two, and a nice Zoho Sign integration so documents stop disappearing into the Bermuda Triangle of someone’s inbox. But as anyone who has ever sat at a hotel bar during a Zoho conference can tell you, “just customize Zoho CRM a little” is usually where...

Case Studies · Articles

A Zoho Deluge Tutorial in 7 Lessons We Learned the Hard Way.

When we started building our BrokerageOS solution for commercial real estate brokers, I knew we would learn a lot about the brokerage industry. That was the point. We had to understand how brokers manage sellers, buyers, listings, NDAs, CIMs, deal rooms, due diligence, purchase agreements, and all the other moving parts that make commercial real estate brokerage much more complicated than it looks from the outside. What I did not fully appreciate was that we were also signing up for a fairly...

Articles · Case Studies

The Importance of Change Management in Business: Why It's Essential for Success.

The corporate world is always evolving. In order to remain competitive, businesses need to be flexible and responsive to changes in the market, in technology, and in customer preferences. Otherwise, they will be vulnerable to disruption by start-ups who are more attuned to the current marketplace. It seems like evolution and change would be easy and straightforward, but they most certainly are not. Inertia is a powerful force within a company, and just as in physics, where larger bodies of...

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