Blog

How to Use Dependency Fields in Zoho CRM to Simplify Data Entry
Learn how to configure dependency fields in Zoho CRM. Understand how this fits in real world examples, and how to configure Zoho CRM to meet your requirements.
05.09.25 12:33 PM
The Four Fields I Always Use in Zoho Projects to Stay Organized
Learn how to set up Zoho Projects to match how your business works projects. Learn about fields like Owner, Tags, Status, and Assigned Date and how they could be used in your business.
05.09.25 12:17 PM
How We Use Zoho Cliq Channels to Organize Our Internal and Client Communication
Learn how to use Zoho Cliq to improve communications. We walk through the benefits of creating internal chats for each project, organizing internal conversations, and using external chats with your clients.
05.09.25 12:05 PM
One Simple Zoho CRM Customization That Blows People’s Minds
The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.
05.08.25 01:31 PM
5 Secret Zoho CRM Field Types You Should Be Using
5 Zoho CRM fields that most people don't use, or even know about. We breakdown the 5 best CRM fields people aren't using, and why you should start using them today.
05.08.25 01:12 PM
The CRM Mistakes Professional Service Firms Make (And How to Fix It)
What Professional Service teams get wrong when using a CRM, and how to get it right. We walk through the challenges of using a CRM in professional service teams, and our picks for the best CRM systems for consultants, accountants, engineers, or lawyers.
05.08.25 12:43 PM
How to Use Blueprints in Zoho Projects to Streamline Task Management
Learn how to use Blueprints in Zoho Projects. Jozette walks through the concepts of Blueprints in Zoho, and how to apply them to your Zoho Projects processes. This streamlines your regular tasks so you can maintain clean, accurate project data.
05.08.25 10:40 AM
The Best Zoho Apps for Apple Watch Notifications
Learn about the benefits of connecting Zoho Apps with your Apple Watch. Notifications like Books, Sign, and Cliq keep you connected to your business.
05.08.25 09:41 AM
Workflows vs Blueprints in Zoho CRM: When to Automate and When to Guide
Learn how to get the most out of Zoho CRM's automation with this breakdown of Zoho CRM's Workflow and Blueprint features.
05.07.25 01:37 PM
Top 3 Zoho Mail Features That Boost Productivity
Zoho Mail is more than just email. Discover 3 powerful features that turn it into a hub for business communication, project management, and CRM integration. See how we help teams streamline workflows with smart Zoho tools.
05.07.25 09:11 AM