The CRM Zen Show Episode 404 – Don’t Go Chasing Public Models
News Highlights Zoho Zia LLM: Zoho prepares a native Large Language Model experience. Zoho CRM: Mirror Components and significant ABM enhancements for segments and RFM. Zoho Books: Support for AI-powered accounting through the Model Context Protocol (MCP). Zoho News Zoho CRM: ABM Enhancements The paid ABM plugin received several usability upgrades, including segment cloning, Marketing […]
How to Enable Live Profit Margin Calculations in Zoho Inventory and Zoho Books
Zoho Inventory now includes a built-in profit margin feature that calculates margin automatically at both the line item and the full transaction level. For sales teams that need real-time visibility into how each discount or price change affects profitability, this is one of the most useful additions to come out of the recent Zoho Inventory […]
The CRM Zen Show Episode 403 – I Got Margin On My Mind
News Highlights Zoho Bookings: Standardized Centralized Customer Forms. Zoho Billing: New usage-based reports and billing visibility. Zoho Books: Profit margin reporting for transactions. Zoho News Zoho Bookings: Centralized Customer Form Zoho Bookings now supports a Centralized Customer Form, letting teams standardize booking form fields and control whether customers book as guests or sign in for […]
How to Create a Custom Zoho OAuth Service Connection in Zoho CRM
Zoho removed the older Zoho OAuth connector option that many admins used to span scopes across multiple apps. That change makes custom service connections more important, especially when you need access to a Zoho app that has no default connection or when the native connector is missing the scopes your API workflow requires. This guide […]
The CRM Zen Show Episode 402 – And I Still Haven’t Found What I’m Filtering For
News Highlights Zoho CRM: Cross-Module Filtering is now available for custom views and advanced filters. Zoho Bigin: Introducing the Product Catalog for public showcases and order processing. Zoho Billing: New AI-Powered MCP Server for streamlined billing actions and reporting. Zoho News Zoho CRM: Cross Module Filtering Users can now filter custom views and advanced filters […]
Why Zoho Is a Strong Fit for State, Local, and Education Organizations
State, local, and education organizations often face the same operational problem: important work is spread across too many disconnected systems. Intake may happen through a form or email, approvals happen somewhere else, documents live in shared drives, and reporting gets pieced together later in spreadsheets. That creates more administrative burden, slower service delivery, and less […]
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 […]