How To Create an Email Signature with ChatGPT

Zoho doesn’t always play nice when it comes to HTML formats. We often are tasked with assisting clients with a signature design or template design based on a previous platform’s HTML code they used or a graphic design. Until recently, ChatGPT did an “ok” job, but it was still quicker for us to do it […]
The CRM Zen Show Episode 351 – Breaking the Lead Chain of Command

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Zoho Projects 2025: A Complete Guide to Setup, Templates, Dependencies, and Automation

It has been a few years since we last reviewed Projects, so here is our Zoho Projects 2025 review to help teams make the most of this application. This guide walks through the main components of the application—providing an overview of the workspace, explaining how projects are structured, and outlining how to use templates, task […]
The CRM Zen Show Episode 350 – ABM and CRM, Sitting in a Tree

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Zoho Tables Tutorial
Zoho Tables is a flexible app designed to help teams manage data in a structured, spreadsheet-style format—without the need for complex development. In this tutorial, we walk you through the essentials of using Zoho Tables to organize projects, build custom views, link related records, and automate common workflows. What Is Zoho Tables? Zoho Tables is […]
Your Ultimate Guide to Making the Most of Zoholics 2025 in Houston, Texas

Zoholics 2025 is right around the corner! Happening May 14–15 at the George R. Brown Convention Center in Houston, Texas, this flagship event is Zoho’s premier opportunity to connect with its user community, showcase new tools, and dive deep into everything Zoho has to offer. Whether this is your first time attending or you’re a […]
The CRM Zen Show Episode 349 – LLM-Powered AI Now Builds Your CRM Custom Modules

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How to Set up Zoho Desk in 7 Easy Steps

Thinking about getting started with Zoho Desk but unsure where to begin? You’re not alone. Zoho Desk is a powerhouse for managing customer support, but its flexibility can be overwhelming when you’re setting things up for the first time. That’s why we thought we would simplify how to set up Zoho Desk for you. This […]
The CRM Zen Show Episode 348 – CoCreator Just Made GenAI App-solutely Brilliant

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Stop Overpaying: 8 Zoho One Apps That Can Replace Costly Tools

Let’s face it—if you’re subscribed to Zoho One, you’ve already made a smart move. One flat rate gives you access to over 50+ integrated business apps. But here’s the kicker: many businesses still spend hundreds (sometimes thousands!) each month on third-party tools that Zoho One already includes. As a Zoho Premium Partner, we see this […]