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The CRM Zen Show – Episode 42 – GoHo – May 20, 2019

Zoho News Zoho Meeting Updates New dial-in and toll-free numbers Conference details in invitation emails Control over automated webinar emails Zoho Cliq’s new integration with Zoho Projects You can now pull Project Data into Cliq. Zoho Recruit’s Reporting Hierarchy Zoho Recruit now enables you to assign reporting managers to the users in your organization for […]

The CRM Zen Show – Episode 40 – It’s Magical – May 6, 2019

Zoho News RSS Bot for Cliq You can now add RSS feeds into Cliq Marketplace Extensions for Zoho Projects – An Update A follow-up on a story we covered a month ago on Projects Extensions Analytics Updates A lot of new data sources to pull from.  And some pretty new graphics. Zoho People integrates with […]

The CRM Zen Show – Episode 39 – Bye Bye Grammarly – April 29, 2019

Zoho News Zoho Academy Commerce Module A step by step guide to get set up with Zoho Commerce Plus Client Portal for Recruitment Agencies Zoho Recruit gets a client portal to support recruitment agencies. Doc Scanner for iOS A product that has been around for a bit that is now has a big update to […]

The CRM Zen Show – Episode 38 – Barefoot Billionaire – April 22, 2019

Zoho News Zoho Mail Get’s Secure Zoho adds S/MIME and some additional SPAM filters to ZMail. Zoho Vault Updates A whole bunch of updates to Zoho’s Password Manager.  We are especially impressed with the new dashboard. Manage Facebook Job Postings with Zoho Recruit For those who post jobs on Facebook.  You know who you are. […]

The CRM Zen Show – Episode 37 – Zoholics Austin – April 15, 2019

Zoho News (Everything from Zoholics 2019 in Austin Texas) Marketing Hub Zoho Commerce Zoho MDM Zoho Orchestly Catalyst Zoho Wallet Zoho Spark New HQ Announcement New Bundles Zoho People Plus Zoho Creator Plus Zoho Commerce Plus This Weeks Read 5 Shortcomings of the Classic Marketing Sales Funnel (And How to Evolve Your Strategy) – Business […]

The CRM Zen Show – Episode 35 – World Happiness Day – April 1, 2019

Zoho News Creator Updates Email authentication using SPF and DKIM Deprecating “Switch to old version” for new sign-ups Zoho Mail Getting Classified as SPAM by Office 365 Zoho Office Integrator Activity Module in Zoho Desk New Chart Types in Zoho Analytics New Thank You Templates in Zoho Campaigns Zoho Showtime CRM Integration Coming Soon This […]

CRM Zen Show Weekly Digest – March 25, 2019

Zoho News Zoho to fire up AU cloud, double channel Zoho sees over 100% market growth in the UAE Create and Manage Twitter Lists now on Zoho Social PageSense Updates Analytics Updates Zoho Mail integrates with 100+ apps via Automate.io Non-Zoho News The launch of CX Cloud Express Extends Vonage Business Cloud with Native Contact […]

CRM Zen Show Weekly Digest – March 18, 2019

Zoho News March Upcoming Creator Updates Creator Get’s Random Number Generation New APIs in Zoho Projects Zoho Forms Gets Subforms Sync Product to Desk This Weeks Read 3 Reasons Your CRM Stinks—and What to Do About Them – Mark Winter – CRM Magazine Are You Wasting Time and Money on Content Marketing? – Christopher Ryan […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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