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The CRM Zen Show Episode 394 – PageSensei of the Conversation

News Highlights

  • Zoho PageSense 3.0: A major rebuild featuring server-side experimentation, mobile tracking, and AI insights.
  • Zoho One: Introducing CommandCenter to orchestrate customer journeys across multiple apps.
  • Zoho Analytics: New AI Agents for BI workflows to assist with imports and dashboard creation.
  • Zoho Books: Now supports direct 1099 e-filing to the IRS and UK corporation tax updates.

Zoho News

Zoho PageSense: 3.0 Release

PageSense 3.0 launches with server-side experimentation, multi-armed bandit testing, mobile app tracking, and AI-powered insights.

Zoho One: Zoho CommandCenter

Zoho One introduces a new cross-app CommandCenter designed to orchestrate customer journeys across CRM, Desk, SalesIQ, Books, and Billing.

Zoho CRM Plus: CommandCenter 2.0

CommandCenter 2.0 rolls out for CRM Plus, expanding signal-based process automation across multiple Zoho applications.

Zoho Books: 1099 E-File & Global Enhancements

Zoho Books now supports direct 1099 e-filing to the IRS, UK corporation tax, and improved credit note associations.

Zoho Billing: AI Assistant & Tax Consistency

Zoho Billing adds AI-powered insights, smarter subscription reactivation, and improved invoice-to-credit note associations.

Zoho Analytics: AI Agent for BI and Analytics

New AI Agents assist with data imports, dashboard creation, and answering “why” questions inside BI workflows.

Zoho Forms: AI-Powered Smart Scan

Zoho Forms launches AI-powered Smart Scan to extract data from business cards and documents directly into form fields.

Zoho Vault: Accessibility Controls

Vault adds WCAG AA-aligned controls, including screen reader support and adjustable fonts and contrast.

Zoho People: WhatsApp Integration

Integrate with WhatsApp for real-time HR notifications, approvals, and onboarding updates directly in chat.

Zoho Mail: Admin Email Forwarding

Admins can now configure secure mailbox-level forwarding from the Admin Console to ensure uninterrupted communication.

Zoho Bigin: Export Contacts (Android)

The Android app now allows exporting contacts directly to the device or as vCard files.

Code Share of the Week

Updating Zoho Finance Line Items via API

Learn why you must include all existing line item IDs when updating Zoho Finance apps through the API to avoid accidental deletions.

This Week’s Blog

Zoho Expense: Overview, Pricing & Workflow Guide (2026)

A complete breakdown of Zoho Expense pricing, approval workflows, and automation capabilities for 2026.

Tips and Tricks

Blueprints Tutorial for Zoho CRM

A step-by-step guide to setting up Blueprints, highlighting transitions, actions, and common setup pitfalls.

New Fields Types for Zoho CRM

Explore new record categories and progress stage bars now available beyond the Deals module in Zoho CRM.

Question of the Week (AZAAZ)

User-Specific Activity Views in Zoho CRM

Is it possible to create a view for leads that haven’t been contacted in a week, but only by a specific user? Watch our answer here.

This Week’s Quizzes

Ready to Level Up Your Zoho Implementation?

From PageSense 3.0 experimentation to complex cross-app CommandCenter orchestration, our team of 30+ experts is ready to help your business reach its full potential.

Book a Free Consultation

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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