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...
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...
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...
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...
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...
Ready-to-Install Online Meeting Apps for Zoho CRM Recently the ability to tie in Zoho Meeting when creating an Event in Zoho CRM became an option, when creating your Event you can choose “Make this an online meeting” and it will create the Event in...
