Zoho CRM

Zoho CRM email backup is very helpful when a user leaves your company.  Email backup used to only be available for POP3 users but it is now available for IMAP users too. Read More

Zoho CRM email integration is extremely valuable and easy to do. Once you complete this integration, all your emails will flow straight through to your contacts! Watch and read on to learn how the integration process works. Read More

We are glad to share the introduction of the lookup filter in Zoho CRM.  This new feature will help ensure your users are choosing the right records when using a lookup field. Read More

In some recent blogs, we reviewed the recent changes made to Zoho CRM reports that make them more user friendly. Click here to access Part 1 and Part 2 of those changes.  Zoho has now made even more changes which will allow you to filter based on dynamic criteria values. Read More

It is very helpful to sync the Zoho CRM and Google calendars so you can to see all of your calendar items in one place.  Read on to learn more about how to do this. Read More

Zoho CRM automation is one of the biggest benefits to selecting Zoho CRM.  There are endless ways to set up this automation and it can you help accomplish many things within the system.  Read on below and we will cover these in more detail. Read More

Zoho CRM subforms are a really helpful way to add more than one value to a single record. For more on the background of what a subform is, read here.  For this blog, we are going to cover one of the newest improvements Zoho has made to subforms – marking them as required. Read More

When you set up a Zoho CRM workflow, you define the actions needed when the conditions of the workflow are met.  You have a choice of actions including creating new records, sending email notifications, creating tasks, etc.  Zoho has now added two new options – calls or meetings. Read More

Wouldn’t it be nice if you could associate emails in a contact record to a deal in Zoho CRM?  Read on to learn how. Read More

Did you know you can restrict access to specific field access using Zoho CRM field permissions?  This a great way to be able to provide record access even if you don’t want all users to see all of the data available. Read More