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....
When it comes to managing your business finances, two names often come up: Zoho Books and QuickBooks. Both offer robust accounting tools, but they cater to slightly different audiences and business needs. Whether you’re a freelancer, small business owner, or...
