Blog tagged as Zoho

Transform Your CRM with Zoho Canvas View
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.
08.07.25 08:32 AM
The Hidden Zoho CRM Calendar Setting That Affects Your Reports (and Meeting Invites!)
Learn about Zoho CRM's calendar settings and how to avoid losing key sales meetings as you grow your business.
08.06.25 05:40 PM
Turn Your Zoho CRM Dashboards into Slide Decks in Seconds
Learn how to turn your Zoho CRM dashboards into a ready to go slide deck.
08.06.25 05:32 PM
How a Car Repair Shop Doubled Its Front Desk Efficiency with Zoho CRM Kiosk Studio
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.
08.06.25 05:22 PM
From Spreadsheet to CRM in Minutes: How to Set Up Zoho Bigin for Your Small Business
Learn how to switch from using spreadsheets to a fully fledged customer relationship management system in minutes.
08.06.25 05:11 PM
Zoho One Security Tools: How to Keep Your Business Data Safe and Compliant
Learn about security features in Zoho One with this breakdown of Zoho One Directory, Zoho Vault, and Platform-Wide Security Features to help you stay protected.
07.15.25 10:59 AM
How a Tutoring Company Fixed a Common Zoho CRM Email Visibility Issue
Learn about how we helped a tutoring company fix email visibility across multiple email addresses attached to a record.
07.14.25 02:24 PM
New in Zoho CRM: Chart View in Modules Might Just Replace Your Reports
Learn about the new Zoho CRM Chart View in Modules. We break down this new feature and tips to help you get started.
06.24.25 11:20 AM
How to Create a Website Form with Zoho Forms and Connect It to Your CRM
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!
06.24.25 11:08 AM
New Zoho CRM Feature: Use AI to Summarize Your Notes for Faster Sales Conversations
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.
06.20.25 08:42 PM