How to Connect Zoho CRM to WhatsApp or SMS Gateways 📲

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....

📊 Why Your Business Outgrows Spreadsheets (and Needs Zoho)

In the early days of a business, spreadsheets feel like magic. They’re flexible, fast, and — best of all — free. You can track customer lists, monitor sales pipelines, create invoices, and even manage inventory with a few well-placed formulas. But then your business...

🥊 Zoho CRM vs Salesforce: Which CRM Is Right for Your Business?

Choosing the right CRM is one of the most important decisions a growing business can make. With so many platforms on the market, two names often come up at the top of the list: Zoho CRM and Salesforce. Both are powerful, widely adopted, and packed with features — but...

📁 How to Set Up Team Folders in Zoho CRM for Everyone

Zoho CRM for Everyone is changing the way teams collaborate on customer data, and Team Folders are at the heart of this transformation. Whether you’re in sales, marketing, support, or operations, Team Folders help organize your workspaces, streamline...

Introducing Zoho CRM For Everyone

Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. Team Spaces are the big new capability. Click on the link to learn all the details! Zoho CRM For...

Subform Lead Conversion Mapping

Zoho CRM – Subform Conversion Mapping   Subforms continue to evolve to offer more options and is quickly becoming a viable tool within the CRM. Earlier this year the capability to run reports from Subforms was added and now you can create a Subform and during...