The CRM Zen Show Episode 406 – The Future Comes in Columns Now
News Highlights Zoho CRM: Forecast reports get up to two custom columns per forecast group, with formula or import column options. Zoho CRM: A native two-way QuickBooks Online integration brings real field syncing and workflow rules off QuickBooks data. Zoho Books: Free receipt scans up to 1,000 per month on Premium, AI-powered custom field types, […]
The CRM Zen Show Episode 405 -Zia Reads the Room Better Now
News Highlights Zoho Desk: Zia’s sentiment analysis model gets a major upgrade with support for 11 additional languages. Zoho CRM: Useful mobile app upgrades across lookup filters, approval recall, Canvas, and saved preferences. Zoho POS: April updates bring web tabs, web forms, Arabic right-to-left support, and a UK rollout. Zoho News Zoho CRM: Map Dependency […]
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 […]
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 […]
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 […]
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 […]
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 […]
The CRM Zen Show Episode 399 – The UI Is For Everyone… Including That One User
News Highlights Zoho CRM for Everyone: The new UI rollout has officially begun for all users. Zoho CRM Queries: Now supporting direct connections to external SQL databases and cloud sources. Zoho Desk Updates: Department-based notification preferences and snippets in ticket comments. Zoho News Zoho CRM: CRM For Everyone UI Rollout Begins Zoho has started rolling […]
The CRM Zen Show Episode 398 – Kiosk Studio Hits All the Right Notes
News Highlights Zoho CRM Kiosk Studio: New note actions and dynamic visibility rules to declutter the UI. Zoho CommandCenter: Major scalability enhancements including support for multi-org signals and common transitions. Zoho Desk Zia Assistant: Zia can now generate Deluge script drafts directly from text prompts. Zoho News Zoho CRM: Kiosk Studio Notes Actions and Dynamic […]
The CRM Zen Show Episode 397 – The Group That Links Together Meets Together
News Highlights Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition. Zoho Books: Advanced Reporting Tags and Inventory Management Enhancements. Zoho Bookings: Online Group Appointments with Auto-Generated Meeting Links. Zoho News Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition Zoho CRM now includes more Zia AI capabilities in Professional Edition, giving lower-tier […]