Book a Meeting

Connecting Your VoIP Telephony With Zoho CRM

Connecting Your VoIP Telephony With Zoho CRM

Connecting your Zoho CRM to your phone system might be one of the best decisions you can make. If you do substantial business over the phone, like most companies, you need these features. Learn how to connect your telephony provider to Zoho CRM for robust analytics and improved phone call ROI. Each VoIP and PBX […]

Creating Custom Fields in Zoho CRM to Capture Unique Customer Data

Creating Custom Fields in Zoho CRM to Capture Unique Customer Data

You can expand your records’ capability by creating custom fields in Zoho CRM. With the addition of custom fields, you can track any data you’d like, whether or not Zoho thought to include a spot for it. Also, you can execute advanced functionality, like formula calculations, but for now, we’ll focus on the process behind […]

Scheduling Appointments With Zoho Bookings and Zoho CRM

Scheduling Appointments With Zoho Bookings and Zoho CRM

How much time do you spend emailing back and forth about scheduling? Like trying to spell a word over a crackly phone connection, plenty gets lost in communication. Don’t despair, there is a better way! Use Zoho Bookings and let your clients schedule their own appointments through a link in your email signature. You’ll be notified […]