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The CRM Zen Show Episode 283 – Year in Review & The Fourth Annual Zenmys

Our 2023 Year-In-Review

What a year 2023 was for us!  We want to thank our team, clients, subscribers, and Zoho for making that all possible.  This past year we:

Zoho’s 2023 Year-In-Review

Zoho had a phenomenal year for 2023.  Below we picked out some of the most major and notable news from each month (and not all of them are ChatGPT related).

Before diving into the update highlights, lets look at Zoho’s achievements this past year.

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  • Revenue soared to another $1 billion+ mark.
  • Zoho’s workforce expanded by an impressive 4,000 employees, bringing the total headcount to over 16,000.
  • Zoho FSM, Zoho Practice, and Marketing Automation 2.0 were all released this year.
  • And the biggest milestone for Zoho this past year, they hit 100 million users adding over 20 million new Zoho users for 2023. #100millionstrong













2023 Wishlist Results

Each year, we set forth with a list of hopes and aspirations. While some of these wishes come to fruition, others remain just out of reach, and some are not fulfilled. In 2022, we saw two of our wishes fulfilled, came tantalizingly close with three, and had twelve that unfortunately did not materialize. Let’s take a look at how our wishes fared in 2023:

  • Wishes Granted (2)
    • Integrate Zoho Notebook with CRM 
    • Finalize roll-out of Zoho Field Service Management, and flesh out functionality
  • Wishes Getting Closer (1)
    • Focus on the core functionality of core apps (CRM, Desk, Projects, Books, Analytics), limit development on the “shiny” objects
  • Wishes Denied (3)
    • Add more data centers or source bandwidth for AWS, Azure or Google
    • Rich text in CRM note fields
    • Bring Zoho Voice into price-parity with RingCentral
      • Currently more expensive, and you have to pay per minute

2024 Wishlist

  • Increase bandwidth and compute across datacenters
  • Simplify Zoho Voice pricing structure to remove per-minute charges
    • Add native SMS functionality to Zoho Voice
  • Add Rich-text support to CRM Notes and multiline fields (or new field type)
  • Integrate Zoho CRM, Forms, and SalesIQ so that Zoho Form submissions can connect a CRM Lead to a SalesIQ Visitor
  • Simplification of Zoho Bundles and application suite
    • Zoho One as a single bundle?
      • Does there really need to be two pricing tiers for this?
    • Campaigns VS Marketing Automation? Bigin VS CRM? SalesIQ VS Pagesense?
  • Permissions configuration updates in Zoho Sign, Forms, and Survey

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


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.