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AutoML picks up time series forecasting and bring your own model, plus new system tags for flagging views as trusted or outdated.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. […]
The CRM Zen Show Episode 414 – Creator Builds the Dream Team
News Highlights Zoho Creator: Admins can now bring in separate API keys per AI provider and assign different keys with different access controls to different Creator features. Zoho Inventory: A new MCP connector answers complex analytical questions like inventory turnover, though purchase orders and adjustments belong in read-only mode until you trust it. Zoho Recruit: […]
Command Center 2.0 Tutorial for Zoho CRM: Cross-App Automation Without Deluge
Cross-application automation in Zoho has traditionally meant one thing: writing Deluge. A ticket lands in Zoho Desk, a workflow fires, a custom function searches Zoho CRM by email, finds the contact, and creates the related record. Command Center 2.0 removes most of that code. It lets you build automated processes that bridge applications visually, with […]
The CRM Zen Show Episode 413 – Your AI Agents Are Moving In
News Highlights Zoho CRM: A new agent insights component lets you drop an AI agent right on the homepage to surface fuzzier, more contextual records worth checking, like stalled deals that need a nudge. Zoho CRM: Related lists now show up to 100 records per page instead of 10, with real filters and mass actions […]