Blog tagged as Zoho CRM

Zoho CRM now includes Zia’s Formula Expression Generator. Describe your logic in plain English and Zia generates the formula, with preview and validation before you save.

Zoho CRM Image to Canvas lets you upload a mockup or screenshot and have Zia generate a Canvas List View layout. Learn who it’s for, how it works, and how to design views your team will actually use.

How Zoho Voice handles business calls, routing, voicemail, and texting, how it connects to Zoho CRM, and when it can replace your phone system.

Stop running your sales process on vibes. Learn how to set up a Zoho CRM Blueprint to guide users step-by-step with required fields, tasks, and follow-up rules.

Zoho CRM ICR in Zia Vision extracts printed and handwritten text from images and maps it into CRM fields. Learn the workflow, best use cases, and how zero shot prompting cuts setup time.

Zoho ShowTime lets you run live or on-demand webinars with built-in polls, Q&A, CRM sync, and follow-ups—so you can convert more attendees into clients.

Stop rewriting the same emails. Learn how to create and use Zoho CRM email templates with merge fields so follow-ups, quotes, and next steps take seconds.

Zoho CRM WorkQueue gives your team one focused work view for tasks and high priority records. Learn how to build queues, sort by priority, and stop missing follow ups.

Zoho CRM gives small businesses lead tracking, smart automations, and real-time reporting, so nothing gets missed and deals close faster.

Zoho One Unified Tasks View shows all your tasks from CRM, Projects, Desk, People, and more in one centralized task list.