Blog categorized as Real World Zoho

The Four Fields I Always Use in Zoho Projects to Stay Organized
Learn how to set up Zoho Projects to match how your business works projects. Learn about fields like Owner, Tags, Status, and Assigned Date and how they could be used in your business.
05.09.25 12:17 PM
How We Use Zoho Cliq Channels to Organize Our Internal and Client Communication
Learn how to use Zoho Cliq to improve communications. We walk through the benefits of creating internal chats for each project, organizing internal conversations, and using external chats with your clients.
05.09.25 12:05 PM
One Simple Zoho CRM Customization That Blows People’s Minds
The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.
05.08.25 01:31 PM
5 Secret Zoho CRM Field Types You Should Be Using
5 Zoho CRM fields that most people don't use, or even know about. We breakdown the 5 best CRM fields people aren't using, and why you should start using them today.
05.08.25 01:12 PM
The Best Zoho Apps for Apple Watch Notifications
Learn about the benefits of connecting Zoho Apps with your Apple Watch. Notifications like Books, Sign, and Cliq keep you connected to your business.
05.08.25 09:41 AM
Workflows vs Blueprints in Zoho CRM: When to Automate and When to Guide
Learn how to get the most out of Zoho CRM's automation with this breakdown of Zoho CRM's Workflow and Blueprint features.
05.07.25 01:37 PM
Workflows vs Blueprints in Zoho CRM: When to Automate and When to Guide
Learn the difference between Workflows and Blueprints in Zoho CRM—and when to use each. This guide helps you decide when to automate and when to add human input, so your CRM runs smoothly and supports your business goals.
05.05.25 09:48 AM
How to Improve Your Zoho Sites Website Visibility on Google Using Sitemaps
Learn how to improve your SEO and generate more leads with Zoho Sites. This quick Sitemap update allows google to better understand your website and its content.
04.25.25 08:00 AM
Track Stage History in Any Zoho CRM Module (Not Just Deals!)
Learn how to set up stage history tracking in ANY Zoho CRM module, including leads, projects, and jobs.
04.22.25 12:50 PM
3 Zoho CRM Email Setup Tips That Improve Communication and Save Time
Learn how to improve collaboration and communications with these Zoho CRM Email setup tips.
04.22.25 12:49 PM