If you use Zoho CRM to manage leads and close deals, and Zoho Books for accounting and invoicing, connecting the two can dramatically improve efficiency. Automating invoice creation between Zoho CRM and Zoho Books eliminates duplicate data entry, reduces errors, and...
In today’s competitive digital landscape, marketing teams need more than just creativity — they need connected systems that span the entire customer journey. That’s where Zoho One stands out. Zoho One is an all-in-one business operating system that offers 45+...
If your sales forecasts feel more like guesswork than strategy, it’s time to put artificial intelligence to work. Zoho CRM comes with a built-in AI assistant called Zia that helps you make data-driven decisions — not just based on history, but by predicting the...
Zoho CRM is packed with powerful tools to streamline sales, automate processes, and improve customer relationships. But if you’ve only scratched the surface, you might be missing out on some truly valuable features. As a Zoho consultant, I’ve seen businesses transform...
In 2025, sales teams aren’t just looking for data—they want intelligent insights. That’s why Zoho CRM is turning heads with its powerful integration of AI-powered tools, especially the game-changing feature known as Smart Prompt. Whether you’re a small business...
If your sales team struggles with inconsistent follow-ups, missed handoffs, or unclear next steps, it might be time to systematize your process. Enter Blueprints in Zoho CRM — your tool for building structured, repeatable workflows that guide your team step-by-step...
Email communication is at the heart of every customer relationship. Whether you’re nurturing leads, closing deals, or supporting customers, you need your emails in sync with your CRM. That’s where email integration in Zoho CRM comes in. We will walk you through...
In today’s hyper-competitive business landscape, customer relationship management (CRM) systems are essential tools for organizations looking to improve engagement, streamline sales, and drive growth. But CRMs are no longer just databases—they’re evolving into...
Say goodbye to long, scroll-heavy forms 👋 With the new column layout, you can organize your forms into clean, side-by-side sections — making them easier to read, faster to fill, and much more professional. ✅ Group related fields together✅ Improve form completion...
In today’s fast-paced digital world, email alone isn’t enough. Customers expect instant communication — and nothing beats the accessibility of WhatsApp and SMS for real-time engagement. If your team uses Zoho CRM, you’re already managing leads and deals in one place....
