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 […]
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 […]
The CRM Zen Show Episode 418 – Approved By Popular Demand
News Highlights Zoho CRM: The My Jobs module gets dedicated tabs plus filters, bulk approve/reject, and lookup-based approvers for approval processes. Zoho PageSense: Your CRO data lands on Zoho MCP, so you can ask your AI assistant about heatmaps and A/B tests directly. Zoho ERP: July updates bring a work center calendar, manufacturing orders from […]
Zoho Books Accounts Payable: The Full Guide
Most Zoho Books accounts payable problems do not start with a missed payment. They start with a field nobody slowed down to read. A bill dated the day it was entered instead of the day it arrived, a payment posted to the wrong paid through account, a bank fee netted out of a payment amount: […]
The CRM Zen Show Episode 417 – ICR Tables Have Turned
News Highlights Zoho CRM: ICR can finally write extracted table data into subforms, which is the piece that was blocking most real purchase order to sales order use cases. Zoho Analytics: AutoML picks up time series forecasting and bring your own model, plus new system tags for flagging views as trusted or outdated. Zoho Recruit: […]
The CRM Zen Show Episode 416 – Now Arriving, Mind The Adoption Gap
News Highlights Zoho CRM: A native Zoho DAP integration brings on-screen popups and a pop-out help hub straight into CRM, so training your team stops being a separate project. Zoho Sign: Bulk import your entire DocuSign template library from a single zip export, fields and recipient roles included. Zoho Projects: A stacked Q2 update adds […]
Zoho CRM Setup Guide (2026): Every Setting Explained
The Zoho CRM setup menu holds dozens of tabs, and most administrators only ever touch a handful of them. That is a shame, because a few well-configured settings separate a CRM that quietly runs your business from one that fights you at every turn. This guide walks the entire setup menu, tab by tab, so […]
The CRM Zen Show Episode 415 – When Layout Rules Read The Room
News Highlights Zoho CRM: Layout rules gain nine new actions and profile-based execution, absorbing work once left to validation rules and client scripts. Zoho CRM: Sandboxes now support integrations like Finance, Flow, Forms, and Analytics for safer multi-app staging. Zoho Bigin: Fire off payment links straight from a workflow action with any Zoho Checkout gateway, […]
How to Clean Up and Organize Your Zoho CRM
A cluttered Zoho CRM quietly costs your team time every day. You have every default module turned on. Every deal sits in one endless All Deals list. Every record buries the fields people use under ones nobody touches. Simple tasks take longer than they should. The good news: you can clean up Zoho CRM yourself. […]