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The CRM Zen Show Episode 390 – Can I Speak to Your AI Summary Manager?

Zoho News

  • Zoho Workplace: December 2025 Product Updates
    • Zoho Workplace wrapped up 2025 with smaller but useful updates, including custom functions in WorkDrive workflows and incremental improvements across Mail, Click, Connect, and Trident.
  • Zoho Voice: AI Call Intelligence
    • Zoho Voice now uses AI to transcribe recorded calls, surface intent and sentiment, and generate actionable insights, with support for reprocessing transcriptions when accuracy needs improvement.
  • Zoho Recruit: Block Candidate Management
    • Recruiters can now permanently block candidates from reapplying, helping prevent repeated spam, fraud, or abusive behavior while keeping an audit trail of why the block occurred.
  • Zoho Notebook: PDF Annotation Tools
    • Zoho Notebook adds native PDF annotation, allowing users to highlight, comment, blur, and mark up PDFs directly inside their notes without switching apps.
  • Zoho Mail: Delegated Mailbox Access on iOS
    • Delegated mailboxes are now accessible in the Zoho Mail iOS app, making it easier for assistants and managers to respond on behalf of others while on the go.
  • Zoho Trident: New Features for Windows (v.1.37.5.0)
    • Trident for Windows adds shared mailbox access, in-app quarantine management for admins, and new security alerts for unfamiliar or external email recipients, but this update was not covered on the show.

Code Share of the Week

  • Timezone Converter Using Timezone Abbreviations Using Deluge
    • This Deluge function converts date times across time zones using abbreviations by first normalizing everything to Unix epoch. It avoids common offset and daylight savings issues caused by server-based time zone handling. The script returns a clean map of equivalent times across supported zones in one call. It also makes it easy to expand support by adding additional regions or abbreviations.

This Week’s Blog

  • Hercules Sealing Products – Case Study
    • See how Hercules Sealing Products implemented Zoho CRM, Analytics, Flow, and Zoho Sign to support a 200+ person sales organization. The case study highlights improved lead routing, contract management, and sales visibility across teams.

Tips and Tricks

  • Choosing Between Zoho CRM and Bigin
    • This video breaks down when Bigin is the right starting point versus when a team should move to full Zoho CRM. It covers complexity, customization, automation, and long-term scalability.
  • NEW! Map View for Zoho CRM
    • Zoho CRM’s native Map View is now live in select data centers, allowing records to be visualized geographically. It shows strong potential to replace third-party tools once routing and broader regional availability roll out.

This Week’s Quizzes