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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
Jun 1910 min read


We Tried to Build a Better CRM for Business Brokers. Then We Realized the CRM Wasn’t the Problem.
I’ll admit something that probably won’t make me sound like a genius. When we first started thinking about software for business brokers and commercial real estate brokers, I thought we were building a better CRM. A CRM for business brokers seemed logical enough. Brokers have contacts, sellers, buyers, listings, deals, notes, tasks, and follow-ups. That sounds like CRM territory, right? Well, yes and no. A CRM is part of the answer, but it is not the whole answer. The deeper
Jun 186 min read


CRM for Commercial Real Estate: Taming Contract Chaos with Zoho Sign
If your deals live in inboxes and shared drives, you are one lost addendum away from a stalled closing. Here is how Zoho CRM and Zoho Sign fix that.
Jun 184 min read


ERP Integration for the Systems That Run Distributor Orders
Your ERP, your ecommerce, your EDI, and your warehouse should be one system — not four that someone re-keys between. Here's what ERP integration services for wholesale distributors actually connect, what broken integration costs, and how to choose an approach.
Jun 18 min read


Have I Turned Into Bob? Leadership Lessons from a Founder
In my first job out of college, I was a cost accountant at a chemical plant. Part of my job was to lead brainstorming meetings on cost savings with the workers. In the back of every meeting, chewing on a toothpick, was a grizzled old Vietnam War veteran named Bob. Bob was universally respected because he had the most seniority of anyone in the plant. But Bob wasn’t too happy about being in a meeting led by a 22-year-old kid. Whenever I, or anyone else, would make a suggestion
May 304 min read


Our No Jerks Policy: How We Keep Toxic Work Culture Out
Last week, we discussed how we keep our promises, which differentiates us from most of the competition. We mentioned that we offer free “discovery” to our prospective clients, and that one benefit of this offer is the opportunity to evaluate clients before we agree to work with them. Internally, we call this our “No Jerk Policy” (we actually call it the “No A**hole Policy but this is a PG-rated blog, so we’ll censor ourselves). This policy of ours, put in other words, means t
May 304 min read


Build vs Buy Software: How to Decide (Without Regretting It in Two Years)
The build-vs-buy software decision comes down to one question most teams skip: is this capability core or context? Here's a decision framework, the real total cost of each path, and when a hybrid beats both.
May 257 min read


The 7 Most Common Business Scams and Scammers in Start-Ups
This week’s This American Life episode really got me thinking. It’s a story about a guy named Ken who unknowingly stumbled into the NFT gold rush. Ken was working a regular job at Amazon, and in his spare time, he created a site called Pixelmap. He built it to practice a new programming language. Ken forgot about it until he was contacted by an online influencer named Adam McBride, who informed him that Ken had created one of the first NFT sites in history. Consequently, he w
May 234 min read
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