The CRM Zen Show Episode 424 – Have Zoho, Will Travel
News Highlights Zoho Expense: Business travel booking moves inside Expense, joined by corporate cards, an MCP connector, parallel approvals, and a long-overdue sandbox. Zoho PageSense: User Journey shows the path each visitor actually took, not the one you assumed they would follow. Zoho Books: Tax category values in the Analytics sync change on October 20th, […]
Zoho Books Full Overview 2026
Zoho Books is wide. Between items, inventory, sales, purchases, banking, the accountant module, and well over a hundred reports, most teams use a fraction of what is there and never find out what the rest does. This guide is a full tour: every module down the left-hand navigation, then every major settings section, at the […]
Zoho Campaigns 3.0 Review: Every Major Change Explained
Zoho Campaigns just got the overhaul it has needed for years. Zoho Campaigns 3.0 brings a rebuilt interface, a completely reworked drag and drop email builder, WhatsApp as a first-class campaign type, and a set of settings that finally address long-standing gaps like UTM parameters and SMS gateway selection. The catch is that it is […]
The CRM Zen Show Episode 423 – There’s Always Room At The Table
News Highlights Zoho One: Zoho Tables and Zoho Publish are now both included in the Zoho One bundle. Zoho Deluge: A new throw statement raises custom exceptions with any data type, not just text. Zoho FSM: Multi-option estimates let customers pick between Option A and Option B on a single record. Zoho RPA: Windows Agent […]
Zoho Forms Full Tutorial 2026
Zoho Forms does three things, and every decision you make while building a form comes back to one of them. It collects data, whether through a form on your website, an email, or an internal application. It controls that data by determining what is displayed and what gets captured. And it sends that data to […]
The CRM Zen Show Episode 422 – Cloudy With A Chance Of Agents
News Highlights Zoho Catalyst: Version 3.0 adds MCP support and agent skills so Claude, Codex, Cursor, and Gemini can build out projects, functions, and API gateways with a lot less guesswork. Zoho CRM: Workflow rules can finally trigger directly off subform row actions, closing out a decade-long request. Zoho Desk: Automation Studio brings a flowchart-style […]
The CRM Zen Show Episode 421 – MCP, Easy as 1-2-3
News Highlights Zoho CRM: Field masking arrives natively, so hiding a social security number down to the last four no longer needs a client script. Zoho CRM: Incentives gives commission plans a pre-baked home inside CRM, covering revenue, profit, quota, and line item tiers. Zoho Analytics: The Q2 roundup lands, headlined by the MCP connector […]
The CRM Zen Show Episode 420 – Everything Just Cliq’d
News Highlights Zoho Cliq: Cliq 7.0 brings unread filters, screen share annotations, a flow builder for bots, smarter out of office autoresponders, and a rebuilt Cliq Mini. Zoho CRM: The functions page finally has real logs, per-function analytics, and multi-language support open to everyone. Zoho CRM: Approval processes go per-stage with named stages, field updates […]
How to Reconcile Bank Accounts in Zoho Books: Best Practices and Troubleshooting
Zoho Books bank reconciliation is the step people skip, and your books can look completely fine and still be wrong without it. The balances are plausible, the reports run, nothing throws an error. It is the only step in the entire bookkeeping process that actually proves what you have recorded matches what the bank says […]
The CRM Zen Show Episode 419 – MCP Sent You A Friend Request
News Highlights Zoho Social: An MCP connector lands for Social, so your AI tool of choice can draft, schedule, and report on posts without you touching the UI. Zoho CRM: Canvas form view templates let you perfect one layout, save it, and deploy it across modules instead of rebuilding from scratch. Zoho Forms: A new […]