Blog tagged as Zoho CRM

Tired of stale formula fields in Zoho CRM? Learn how the new NOW function lets you auto-update calculations every time a record is opened. No edits required.

Learn how to use Canvas view in your Zoho CRM and whether its right for you. We walk through all the features and benefits of Zoho Canvas View.

Learn about Zoho CRM's calendar settings and how to avoid losing key sales meetings as you grow your business.

Learn how to turn your Zoho CRM dashboards into a ready to go slide deck.

Learn how a car repair shop doubled its front desk efficiency using Zoho CRM Kiosk Studio. We break down how they used this feature, and whether or not it could be right for you.

Learn about how we helped a tutoring company fix email visibility across multiple email addresses attached to a record.

Learn about the new Zoho CRM Chart View in Modules. We break down this new feature and tips to help you get started.

Learn how to set up a webform on your website and automatically add leads to your CRM. The best part, you can set all this up for free!

Learn how to use AI to summarize your Zoho CRM for faster sales conversions. In this blog we breakdown what it is, how useful it REALLY is, and how to use it.

Learn about Mail Merge Templates in Zoho CRM. We walk through how to set up a Mail Merge Template, how to use it on a CRM record, and pro tip to ensure data accuracy.