The CRM Zen Show Episode 401 – Projects Without Limits, Infinity Within Reach
News Highlights Zoho Projects Infinity: A massive upgrade introducing custom modules and AI-driven capabilities. Zoho CRM SlyteUI: A new component builder for creating cleaner, guided CRM interfaces. Q1 2026 Product Updates: Major enhancements across Analytics, Invoice, and Inventory platforms. Zoho News Introducing Zoho Projects Infinity Zoho Projects Infinity is a substantial upgrade that makes Projects […]
HWR Workholding USA – Case Study
HWR Workholding USA – Zoho Reporting, Inventory & Workflow Optimization Case Study Industry: CNC Machining Workholding Import & Distribution | Location: Fortville, IN | Team Size: 4 Full-Time Employees + 1 Contractor Apps: Zoho Analytics, CRM, Flow, Invoice, Sign, Books, Expense, Inventory, WorkDrive Improved Reporting Time Saved Through Workflows Less Manual Data Entry Executive Summary […]
The CRM Zen Show Episode 400 – Zia Just Got Employee Of The Month
News Highlights Zoho CRM Zia Agents: Admins can now deploy Zia Agents as digital employees with assigned roles. Zoho Analytics Updates: The March 2026 release brings new connectors and support for Zoho Projects custom modules. Zoho Sign Retention: New document retention policies allow for automated document cleanup and compliance. Zoho News Zoho CRM: Enhanced Zia […]
How to Set Up Profiles, Roles, and Sharing Rules in Zoho CRM
This tutorial explains how Zoho CRM profiles, roles, organization-wide sharing settings, and sharing rules work together to control access. The goal is to help you create a cleaner, safer CRM setup where users can do their jobs without seeing or changing more than they should. What You’ll Learn Profiles vs roles: How Zoho CRM separates […]
The CRM Zen Show Episode 399 – The UI Is For Everyone… Including That One User
News Highlights Zoho CRM for Everyone: The new UI rollout has officially begun for all users. Zoho CRM Queries: Now supporting direct connections to external SQL databases and cloud sources. Zoho Desk Updates: Department-based notification preferences and snippets in ticket comments. Zoho News Zoho CRM: CRM For Everyone UI Rollout Begins Zoho has started rolling […]
How to Track Paid Ad ROI in Zoho CRM and Zoho Analytics
This tutorial walks through how to connect Google Ads spend to Zoho CRM outcomes using UTM campaign tracking, Zoho Analytics, a SQL union table, and aggregate formulas. The end result is a reporting model that lets you measure leads, deals, revenue, profit, and true return on ad spend from your paid campaigns. What You’ll Build […]
The CRM Zen Show Episode 398 – Kiosk Studio Hits All the Right Notes
News Highlights Zoho CRM Kiosk Studio: New note actions and dynamic visibility rules to declutter the UI. Zoho CommandCenter: Major scalability enhancements including support for multi-org signals and common transitions. Zoho Desk Zia Assistant: Zia can now generate Deluge script drafts directly from text prompts. Zoho News Zoho CRM: Kiosk Studio Notes Actions and Dynamic […]
How to Set Up a Zoho Forms Intake Form and Connect It to Zoho CRM
This tutorial walks through how to create a basic intake form in Zoho Forms, connect it to Zoho CRM, and embed it on your website. The video uses a newsletter signup as the example, but the same setup can also be used for contact forms and other lead capture workflows. What You’ll Build A basic […]
The CRM Zen Show Episode 397 – The Group That Links Together Meets Together
News Highlights Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition. Zoho Books: Advanced Reporting Tags and Inventory Management Enhancements. Zoho Bookings: Online Group Appointments with Auto-Generated Meeting Links. Zoho News Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition Zoho CRM now includes more Zia AI capabilities in Professional Edition, giving lower-tier […]
Trust Point HCM – Case Study
TrustPoint HCM – Zoho CRM, Support & Operations Optimization Case Study Industry: Payroll & Human Capital Management Services | Location: Exton, PA | Team Size: 700 Clients Supported Apps: Zoho CRM, Desk, Projects, Sign, Cliq, Calendar Better Reporting Visibility Time Saved Through Automation Stronger Sales + Support Workflows Executive Summary Trust Point HCM is a […]