Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Top 10 Marketplace Plug-ins for Zoho CRM
The Zoho CRM Marketplace is a hub for various tools and integrations designed to enhance your Zoho experience. Whether you need marketing tools, customer service enhancements, or anything in between, the marketplace offers solutions vetted by the community—evident in user reviews and ratings. Always remember to check these before opting for a plugin to ensure […]
Make The Most of Zoholics Austin 2024
For many attendees, this will be their first Zoholics since the last in-person event in 2019, and for others, it might be their first ever. Whether you’re venturing solo or leading a team, Zoholics promises a jam-packed schedule over just a few days. This article is aimed to help you prepare for the upcoming event. […]
One Place Agents – Case Study
One Place Agents – Apartment Locating Automation Case Study Industry: Real Estate (Apartment Locating) | Location: United States | Team Size: 2 agents, scaling to 100+ Apps: Zoho CRM, Forms, Books Automated lead assignment Faster follow-up after deal conversion Automatic move-in invoicing Less manual work for agents Executive Summary One Place Agents is a growing […]
Zoho One and Beyond – An Overview of Every Zoho Application
Below is a brief overview of every Zoho Application in alphabetical order based on our ratings at the time of this 2024 webinar. Be sure to check the links for each application to below to find additional resources from our resource library. Zoho Applications We “Definitely” Recommend Here are the various applications that we “definitely” […]
Mastering the Lead Journey with Zoho
When it comes to the lead journey, there are many factors to consider. These include funnel dynamics, lead classifications (MQLs, SQLs, and PQLs), generation tactics, and nurturing strategies. In this blog, we’ll cover the broader stages of the lead lifecycle and show how Zoho products can support each step. It’s important to remember that these […]
Zoho Projects, Zoho Sprints, and Zoho Tables: Choosing the Right Tool for Your Project Management Needs
Zoho offers a range of project management tools, each designed to meet different needs. Zoho Projects, Zoho Sprints, and Zoho Tables cater to varying project management tasks, with distinct strengths and functionalities. This article will guide you in selecting the right Zoho tool for your project management requirements, but remember at the end of the […]
MADE Apparel Services – Case Study
MADE Apparel Services – Zoho CRM & Projects Integration Case Study Industry: Apparel Development & Prototyping | Location: Seattle, WA | Team Size: Single-owner business Apps: CRM, Projects, Sign, Flow, Forms, WorkDrive, Survey Hours saved through automation Unified workflow from booking → project creation Fewer admin tasks & improved client experience Executive Summary MADE Apparel […]
Boost Your Conversions With Landing Pages
If you’re reading this article, chances are you’re trying to enhance lead conversion through your website. At a basic level, the purpose of a website is to inform potential customers about your business. You may have a compelling home page, an about page that explains why your customers should care about you and your mission, […]
Zoho Voice Full Product Tutorial
In this guide, we’ll cover everything you need to know about Zoho Voice to enhance your communication strategy. Whether you’re new to Zoho Voice or looking to optimize its usage, this guide aims to provide you with a thorough understanding of its features, settings, and integrations. Application Overview Zoho Voice is designed with an intuitive […]