
Zoho CRM for a Solar Installer: One System from Enquiry to Installation
A national solar PV installer was running sales, surveys and installations on manual processes and disconnected systems.
Case Study · Zoho consultancy
Our own team kept pausing to decide small things, like who follows up or who takes the next task. We built two Zoho Cliq slash commands that settle them in a single message, without leaving the chat.
AT A GLANCE
Zoho apps used
THE RESULTS
/shortstraw and /flipacoin, in any chat.
Built entirely with Zoho Cliq’s own tools.
Introduced at a team meeting and used straight away.
THE CHALLENGE
Even in a collaborative team, we found ourselves stopping to discuss low-impact decisions more often than we expected. Each one only took a moment, but together they broke up the working day.
We wanted a simple way to make quick decisions right inside Zoho Cliq, without switching to another tool or setting up a formal process.
WHAT WE DID
/shortstraw picks a person; /flipacoin settles a yes or no.
Using Cliq’s own low-code scripting, with no outside apps.
Introduced at a team meeting and available to everyone at once.
BEFORE AND AFTER
BeforeA pause in the chat while someone volunteers.
After/shortstraw picks someone in one message.
BeforeBack-and-forth until someone decides.
After/flipacoin settles it, and everyone sees the result.
THE DETAIL
We created two slash commands. /shortstraw picks a team member at random from the current chat and announces who drew the short straw. /flipacoin flips a virtual coin and shows heads or tails, with the name of whoever flipped it.
Both commands use Zoho Cliq’s own low-code scripting. They work in any group chat or direct message, with nothing outside the Zoho ecosystem, so they’re quick to build and easy to maintain.
Once published, the commands were available to everyone in Cliq straight away. We introduced them informally at a team meeting, and everyone started using them that day.
Small automations like these are often where teams feel the difference first. The same approach, a few lines of low-code inside the tools people already use, works for client teams too.
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