The CRM Zen Show – Episode 59 – Muy Bien Zoho

Zoho News

Notable Mobile Updates

  • Zoho Mail – You can now Forward and Email as an Attachment
  • Zoho Cliq – Better Notification Management

Cool Dev of the Week:

  • On the podcast, we talk about how we developed a Pricing Calculator:
    • Custom module related to Deals
    • Pulls relevant information from Deal module upon creation
    • Checkboxes to run conditional formulas to generate price calculations
    • Email for more information

Things We Noticed

  • Zoho is standardizing it’s Quick App Links
    • See if you can find the Three Little Dots in the upper left and corner of Zoho CRM

This Weeks Reads

Application / Plug-In of the Week

Tips and Tricks


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.