The CRM Zen Show – Episode 73 – Swedish or Deep Tissue
Zoho News Zoho Bookings Updates A lot of updates to this application CRM integration and Better Calendar Sync at two of the key updates Updated reCaptcha in Zoho CRM reCaptcha has now been updated in the webforms that can be generated in Zoho CRM 5 Writer Updates Insert Spreadsheets and Sort Tables Easy access to […]
Zoho Books – Overview Part 2
Earlier this week we covered the initial integration of Zoho Books with Zoho CRM. Now that this power couple is bound together let us go over what they can do! For starters, the two-way sync of contacts, vendors, and products will prevent dupes and ensure that information is correctly updated to both. All quotes, invoices, […]
Zoho Books – Overview Part 1
The juggernaut of the Zoho Finance Suite goes to Zoho Books, with all roads leading to it. Having an attractive entrance fee of just $9 for 2 Users or the recommended pricing for most Zoho One Users at $30-$35 per User a month beats its main competitors. Running a small business has many hidden costs, […]
The CRM Zen Show – Episode 72 – Consistent Inconsistency
Zoho News Zoho Forms’ upgraded Theme Builder The old theme builder allowed you to customize about 50% of your forms. The updated builder raises that number to 75% The form background can now be easily modified Unsplash Integration Zoho Campaigns’ Updated Signup Forms New templates, tracking codes, and reports for your newsletter sign-up forms. Zoho […]
Zoho Finance Suite – Overview
Simplicity. This is exactly what you get with Zoho Invoice. While Invoice is included in Zoho Books, if your business is strictly accounts receivable, you can bypass Books. Zoho Invoice allows you to streamline estimates, invoices, payments received, expenses, and recurring revenue with a clean dashboard that delivers all of your essential analytics. Interested in […]
The CRM Zen Show – Episode 71 – Formtastic!
Zoho News Zoho Social Now Supports Facebook Groups Here is the link to the help guide to get started Zoho Campaigns Adds SMS and Adds a New Image Editor Texting comes to Zoho Campaigns Works with Twillio SMS and Clickatell The new image editor now supports adding text to images Analytics Updates 3 minor, but […]
The CRM Zen Show – Episode 70 – Zoho Turkey Talk-Line
Zoho News Zoho Writer adds Dynamic Watermarks, QR & Bar Codes In addition to the above, this update also adds the ability to cleanly format data imported from multi-select fields. Zoho Commerce Adds Custom Fields The new product field types are – numbers, text, currencies, email IDs, checkboxes, drop-down boxes, multi-select options, and auto-generating numbers. […]
The CRM Zen Show – Episode 69 – A Sublime Subform Script
Zoho News Zoho Sign and Zoho Books Integration You can now have customers digitally sign estimates. This is a major little update. From the release: “…your customers can easily accept estimates by digitally signing them through the Client Portal. The signed estimate will then instantly reflect in your Zoho Books account so that you can […]
The CRM Zen Show – Episode 68 -The Application Superhighway
Zoho News Orchestly Updates We covered this previously, but this is a bit more detail on SLA’s and Parallel Transitions. Also new: Pre Built Workflows Time Zones and User Tagging Orchestly is now available on Zapier and Zoho Flow Social CRM Revamp A major overhaul to Social in CRM. Rolling out in phases. We haven’t […]
The Down Arrow
Organizing views in Zoho CRM using the Down Arrow In Zoho CRM, a small but powerful feature—the down arrow—lets you tailor how information is displayed across modules. This simple tip improves visibility, efficiency, and overall navigation. How to Customize Views in Zoho CRM Using the Down Arrow What is the Down Arrow in Zoho CRM? […]