Zoho One is one of the most versatile business operating systems available today. With 45+ integrated applications under one umbrella, it can be tailored to fit a wide variety of industry-specific workflows and requirements. Whether you work in real estate, healthcare, education, or another niche, Zoho One can be your powerhouse platform—if customized correctly.
In this blog post, we’ll dive into best practices and real-world tips for customizing Zoho One to serve the unique demands of industries like real estate, healthcare, and education.
Real Estate: Automate Listings, Leads & Closings
Best Practices:
- Use Zoho CRM with Custom Modules: Create modules for Listings, Showings, and Closings. Use layout rules to tailor fields per property type.
- Map Automation Workflows: Trigger follow-ups based on lead status (e.g., New Buyer Lead ➔ Schedule Tour ➔ Send Feedback Survey).
- Integrate Zoho Sign for lease agreements and contracts.
- Zoho Creator Apps: Build apps for open house sign-ins or agent commission tracking.
Pro Tips:
- Embed webforms for listing inquiries directly into your website using Zoho Forms.
- Use Zoho Analytics to compare agent performance and listing-to-sale ratios.
Healthcare: Streamline Appointments, Records & Compliance
Best Practices:
- Patient Management in Zoho CRM: Customize modules to capture patient records, insurance details, and visit history.
- Appointment Booking with Zoho Bookings: Let patients self-schedule based on provider availability.
- Secure File Management: Store consent forms, medical records, and insurance files using Zoho WorkDrive with restricted folder access.
- Automate Reminders: Use Zoho Campaigns or CRM workflows to send appointment and follow-up reminders.
Pro Tips:
- HIPAA-compliant practices? Consider Zoho Creator + third-party integrations for added security.
- Track treatment outcomes and trends using Zoho Analytics.
Education: Manage Enrollments, Classes & Communications
Best Practices:
- CRM for Student Records: Use custom modules for Applications, Enrollments, and Course Assignments.
- Automate Email Flows: Set up lead nurturing for prospective students using Zoho Campaigns.
- Zoho Survey for Feedback: Collect feedback from students or parents about class satisfaction.
- Use Zoho Creator: Build a student portal or class registration system.
Pro Tips:
- Segment contacts by grade level or department for targeted communication.
- Use Zoho Desk for managing support tickets from students or parents.
Universal Tips for All Industries
- Start With Blueprint: Visualize and streamline your business process.
- Use Tags and Picklists: Make reporting easier and data cleaner.
- Document Everything: Use Zoho Learn or Zoho Wiki for internal training.
- Automate Recurring Tasks: From reminders to reports—Zoho Flow and CRM workflows are your best friends.
Need Inspiration?
Want to see examples or templates for your industry? We’re happy to help you design a customized Zoho One setup.
✅ Final Thoughts
Zoho One is powerful because it’s flexible. Whether you’re managing properties, patients, or pupils, the platform adapts to your industry—when set up with intention.
Need help customizing Zoho One for your business? Reach out for a free consultation.