Jozette writes about making Zoho work smarter for businesses—think CRM tips, project fixes, and clever ways to simplify your systems. She’s here to cut the tech-speak and give you clear, practical advice your team will actually use, and enjoy reading.

Blog by Jozette Spandel

Collect Signatures and Payments in One Step Using Zoho Sign + Zoho Checkout
Learn how to collect signatures and payments in one step using Zoho Sign and Zoho Checkout. We breakdown how to set it up and real world examples we have implemented.
05.30.25 01:20 PM
Yes, You Can Customize the Users Module in Zoho CRM — Here’s Why You Should
Learn how to customize the Users Module in Zoho CRM. We break down how to set it up, how you might configure it, and a real world example to help you see the impact this feature can have.
05.30.25 01:20 PM
Zoho One Customer Service Apps: Which Ones You Have and How to Use Them
Learn about the Zoho Apps included in Zoho One that can improve your customer service. We walk through Zoho Desk, Zoho Assist, Zoho Lens, Zoho SalesIQ, and Zoho Bookings. Read to learn more.
05.30.25 01:03 PM
Zoho CRM Global Sets: Stop Updating the Same Picklist Over and Over
Learn about Zoho CRM's Global Sets feature and how to set it up in your system. We break down how to create a global set, how to apply it to existing fields, and when to use them.
05.30.25 12:47 PM
What Is Zoho Checkout? Create Simple, Branded Payment Pages in Minutes
Learn more about What Is Zoho Checkout. We break down the key features, use cases, integrations, and when to use Zoho Checkout versus other tools. Read to decide if this app is right for you.
05.30.25 12:37 PM
Zoho CRM Web Tabs: Save Time by Embedding External Pages Right Inside Your CRM
Learn how to create Zoho CRM Web Tabs to save time and improve efficiency. We give real examples of what to embed into your Zoho CRM Web Tabs and why they're important.
05.21.25 02:43 PM
Zoho Packages Recap: How to Choose the Right Zoho Plan for Your Business
Learn about every Zoho plan they offer and which one is right for you. From Zoho CRM Plus, Zoho One, and Zoho Solo, to Zoho Marketing Plus and Finance Plus, we break it all down.
05.21.25 02:43 PM
What Is Zoho Vault? Secure, Share, and Manage Passwords with Confidence
Learn about Zoho Vault and whether you should be using it (you definitely should). Learn about all the features of Zoho Vault, how businesses use it to boost security, and the integrations it offers.
05.21.25 02:27 PM
Zoho CRM Sandbox: Test, Build, and Deploy Without Risking Your Live Data
Learn how to test your builds in Zoho CRM without risking your live data using Zoho CRM Sandbox. We break down how to set it up, best practices, and who should use this feature.
05.21.25 10:38 AM
Zoho Solo: The Lightweight Business App for Solopreneurs on the Go
Learn about what Zoho Solo includes, pricing, and who can best use it. If you're a solo-preneuer, this might be the Zoho solution for you.
05.21.25 10:38 AM