Homebase – Case Study

Homebase Case Study

Homebase – Zoho CRM Automation Case Study Industry: Team management software (HR / Payroll) | HQ: San Francisco & Houston | ~250 Employees Apps: Zoho CRM + Custom Functions (Deluge), Scheduled Automations, Round-Robin Assignment Automated Opp Creation (Every 2 Hours) Lead/Contact Signal Filtering + De-duplication Payroll-Ready Pipeline Automation Owner Reassignment + Round Robin Built to […]

Zoho Mail Full Product Tutorial – 2021

Zoho Mail Full Product Tutorial

This is a product we love. But in the past, it has occasionally had minor hiccups and lack of features that we felt made it ready for prime time. And with each time switching back to our Gsuite, we felt a little closer every time we would try it out again. After much testing and […]

6 Integrations to Immediately Setup in Zoho One

6 Integrations to Immediately Setup in Zoho One

Anyone new to the world of Zoho is going to feel overwhelmed. And don’t feel bad, even as a Zoho Premium Partner, all of us were in your shoes at some point. With Zoho One’s arsenal of 40+ applications figuring out which ones you need besides your, CRM can take time. And once you figure […]