Premium ZOHO Solutions for Small & Medium Businesses in North America

Workflows aren’t just automation — they’re structure.

Basic systems hit limits fast.
Zoho Books gives you the flexibility to automate finance and operations as you scale.

Full comparison here 👇
https://www.amazingbusinessresults.com/xero-vs-zoho-books-2026/?utm_source=youtube&utm_medium=short&utm_campaign=xero_vs_zoho_books_2026

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Choosing the right accounting system can either support your growth—or quietly limit it.
In this in-depth breakdown, we compare Xero and Zoho Books from a real business owner perspective.

This Xero vs Zoho Books comparison is not about features on a pricing page. It’s about how these platforms actually perform when your business starts growing, hiring, automating, and adding complexity across finance, operations, and sales.

In this session, Lior Izik (Founder of Amazing Business Results and Zoho Premium Partner) is joined by Simon Fedorovsky (CEO of SFIR Consulting) to unpack how Xero and Zoho Books handle real-world business challenges. We cover everything from pricing and user permissions to automation, inventory, CRM integration, and long-term scalability.

This conversation is especially relevant for founders, CEOs, and leadership teams evaluating accounting software for business owners who want more control, better reporting, and fewer workarounds as they scale.

Key takeaways from this session:
• The real difference between owner-led vs accountant-led accounting platforms
• Xero pricing vs Zoho Books and how cost impacts growing teams
• Why Zoho Books automation workflows matter for finance and operations
• Where Xero accounting limitations show up as your business matures
• How Zoho Books inventory management supports assemblies and warehouses
• The importance of native integrations vs fragile marketplace connectors
• Why Zoho Books CRM integration changes how sales, finance, and operations work together

If you’re comparing Xero vs Zoho Books for small business growth, this session will help you understand which system aligns with long-term strategy instead of short-term convenience. This Xero vs Zoho Books comparison also highlights how business coaching and business consulting perspectives can drastically change how you evaluate accounting software.

Timestamps
1:34 Topic 1 — Owner-Led vs. Accountant-Led Businesses
5:34 Topic 2 — Pricing and Cost Effectiveness
7:10 Topic 3 — Growing Teams and User Management
11:22 Topic 4 — Automated Focused Workflows
14:02 Topic 5 — Manufacturing and Inventory Management
17:45 Topic 6 — Integration with Finance Tools and Expense Management
19:54 Topic 7 — Online Platforms and E-commerce Abilities

28:20 Topic 8 — CRM Integrations and Subscription Models
We design and build custom Zoho systems so your team actually uses them and your business runs smoother.

Talk to Sales / Book a Call
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Xero_vs_Zoho_Books_Comparison_for_Business_Owners_Who_Want_to_Scale

Zoho One – FREE Trial (No Credit Card)
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec

Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Work with a Zoho Partner
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Xero_vs_Zoho_Books_Comparison_for_Business_Owners_Who_Want_to_Scale

Top Zoho Extensions
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👉 Subscribe for more deep-dive videos on accounting, automation, business consulting, and scalable systems.
👉 Stick around for our next session to continue building a finance stack that supports real growth.

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Those birthday emails you get every year?

They’re powered by date-based CRM automation, not AI or complex workflows.

In this short, I explain:
• What triggers an automation
• How date-based workflows run every year
• Why this is one of the first Zoho CRM automations you should build

Full breakdown here:
https://www.amazingbusinessresults.com/zoho-crm-automations/?utm_source=youtube&utm_medium=social&utm_campaign=zoho_crm_automations

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Most Zoho CRM systems don’t fail because they’re missing features — they fail because the right automations were never built at the beginning.
If you automate the wrong things too early, you create chaos instead of clarity.

This is Episode 6 of the Zoho CRM 2026 Tutorial for Beginners series, and it focuses on the three foundational workflows every business should build before AI, advanced logic, or complex automation. These are the Zoho CRM automations for beginners that remove delays, reduce human error, and ensure nothing important slips through the cracks.

In this session, we break down Zoho CRM automation basics by clearly explaining how workflows actually work behind the scenes. You’ll understand triggers, conditions, and actions — and why conditions are optional but critical when you’re testing and learning. This is the difference between safe automation and accidentally spamming your customers.

You’ll see three real-world examples that apply to almost every business using Zoho CRM for small business operations:
• Automatically notifying salespeople when a new lead is created
• Running recurring date-based workflows like birthday notifications
• Triggering alerts when opportunities move into critical deal stages

These examples represent the first Zoho CRM automations that create a reliable foundation for sales automation Zoho CRM teams depend on daily. They also reinforce Zoho CRM best practices recommended in business coaching and business consulting before scaling teams, pipelines, or AI features.

This episode is especially valuable for business owners, sales managers, and consultants who want predictable execution without overengineering their CRM. When business process automation is done correctly, Zoho CRM works quietly in the background while your team focuses on selling and servicing customers.

Key takeaways from this video:
• How Zoho CRM workflow rules really work
• The role of triggers, conditions, and actions
• Why testing conditions protect your CRM early on
• How to automate leads in Zoho CRM responsibly
• Which three automations every business should build first

Timestamps:
0:00 Introduction to Your First Three Automations
1:11 About Lior Izik and Amazing Business Results
1:52 Understanding Automation: Triggers, Conditions, and Actions
5:06 How to Access and Create Workflow Rules
6:11 Automation 1: Notifying Salespeople of New Leads
10:52 Creating and Using Email Templates for Automations
13:48 Automation 2: Setting Up Recurring Birthday Notifications
17:39 Automation 3: Stage-Based Notifications for Opportunities

We design and build custom Zoho systems so your team actually uses them and your business runs smoother.

Talk to Sales / Book a Call
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_First_3_Automations_Episode_6_of_6

Zoho One – FREE Trial (No Credit Card)
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec

Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Work with a Zoho Partner
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_First_3_Automations_Episode_6_of_6

Top Zoho Extensions
https://marketplace.zoho.com/vendor/amazing-business-results

👉 Subscribe if this series helped you
👉 Watch Episodes 1–5 to build your CRM foundation correctly
👉 Book a call if you want these automations built safely and cleanly

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🚨 Pay Per Appointment sounds great… until it destroys your sales pipeline.

Many businesses are sold on “pay per appointment” marketing models — but what they don’t realize is how often this approach leads to:
❌ Low-quality leads
❌ No-shows and unqualified calls
❌ Wasted time for sales teams
❌ Poor ROI with no real control

In this short video, we break down why pay-per-appointment can hurt your growth and what to look for instead if you want scalable, trackable marketing.

👉 Watch the full video + read the blog:
🔗 https://www.amazingbusinessresults.com/marketing-pricing-models/?utm_source=facebook&utm_medium=social&utm_campaign=marketing_pricing_models

Stop paying for meetings.
Start building a system that actually converts.

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Your CRM should manage follow-ups for you — not the other way around.

With Zoho CRM follow-up rules:
• Next actions are scheduled automatically
• Missed calls trigger new follow-ups
• Call outcomes are logged in the background

So sales reps can focus on selling instead of managing tasks.

👉 https://www.amazingbusinessresults.com/zoho-crm-follow-up-rules/?utm_source=youtube&utm_medium=short&utm_campaign=zoho_crm_follow_up_rules&utm_term=episode_5_follow_up_rules

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If your Zoho CRM looks fine on paper but deals keep going quiet, the problem usually isn’t interest — it’s follow-up. Missed calls, delayed reminders, and inconsistent activity tracking silently kill more revenue than bad pricing or weak sales skills.

This is Episode 5 of the Zoho CRM 2026 Tutorial for Beginners series, and it focuses on one of the most expensive blind spots in CRM systems: follow-up execution. Most sales teams think they have a follow-up process, but in reality they’re relying on memory, scattered tasks, or manual reminders that break the moment things get busy.

In this walkthrough, we explain how Zoho CRM follow-ups actually work behind the scenes using tasks, meetings, and calls. You’ll learn the difference between open and closed activities, why tasks behave differently than meetings and calls, and how deals quietly fall through the cracks when follow-ups aren’t structured correctly.

We also break down why the “native” way most teams use Zoho CRM follow-ups eventually fails — not because Zoho is bad, but because humans are inconsistent. You’ll see how relying on tasks alone creates gaps, delays, and lost visibility across leads and opportunities.

Then we introduce a smarter follow-up model that prioritizes leads automatically based on real activity. Instead of jumping between modules and manually scheduling everything, this approach lets Zoho CRM manage timing and priority in the background so sales reps can focus on selling instead of chasing reminders.

This session is especially valuable for Zoho CRM setup for beginners, small business sales teams, and anyone in business coaching or business consulting who needs predictable execution and clean pipeline management. It also reinforces core Zoho CRM best practices that should be in place before building advanced automations or AI features.

Key takeaways from this video:
• Why most deals are lost due to follow-up breakdowns
• How Zoho CRM tasks, meetings, and calls actually behave
• The difference between open vs. closed activities
• Why task-based follow-up systems fail at scale
• How automated prioritization prevents lost deals

We design and build custom Zoho systems so your team actually uses them and your business runs smoother.

Talk to Sales / Book a Call
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_Follow_Up_Rules_Episode_5_of_6

Zoho One – FREE Trial (No Credit Card)
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec

Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Work with a Zoho Partner
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_Follow_Up_Rules_Episode_5_of_6

Top Zoho Extensions
https://marketplace.zoho.com/vendor/amazing-business-results

👉 Subscribe so you don’t miss Episode 6
👉 Watch Episodes 1–4 before this if you’re new to Zoho CRM
👉 Book a call if you want a follow-up system your team actually follows

13 10

Zoho CRM Email Tip:
Authenticate your domain or your emails may go to spam.

This is a one-time setup that every Zoho CRM user should do — and it’s often missed.

Watch the full setup context here:
👉 https://www.amazingbusinessresults.com/minimum-viable-zoho-crm-setup/?utm_source=youtube&utm_medium=shorts&utm_campaign=minimum_viable_zoho_crm

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If your Zoho CRM feels messy, bloated, or impossible for your team to follow, you don’t need more customization — you need the right foundation.
This minimum viable Zoho CRM setup walkthrough shows business owners what to configure first, what to intentionally delay, and what to avoid so your CRM actually gets used.

This is Episode 4 of the Zoho CRM 2026 Tutorial for Beginners series, and it focuses on building a clean baseline setup inside Zoho CRM without overbuilding. Most CRM projects fail because the system gets customized too early, fields get added without structure, and the CRM becomes something your team tolerates instead of relies on.

In this step-by-step minimum viable Zoho CRM setup session, you’ll learn how to organize your Opportunity layout properly, choose the correct field types, and add only what’s necessary to support sales activity and reporting. We break down Zoho CRM fields and layouts, explain how user fields work (owner vs assistant roles), and show how to think about picklists, phone/email fields, and lookups so the system behaves correctly later.

You’ll also see how to build Zoho CRM lookup fields the right way (including referral tracking), and how to use Zoho CRM subforms tutorial concepts to track milestones like payments—without creating a system that’s too complex to maintain. Then we cover the setup items business owners often skip but absolutely need: Zoho CRM email deliverability, authenticated domains, and why every user must connect their mailbox.

We finish with the key admin settings that prevent future problems: personal profile details, Zoho CRM company settings (including business hours and currency), and how Zoho CRM marketplace extensions can add features like SMS without cluttering your system with garbage.

This session is especially helpful for Zoho CRM setup for beginners, small business CRM implementations, and anyone in business coaching or business consulting who wants clients to have clean data and predictable workflows. It also aligns with proven Zoho CRM best practices for long-term adoption.

Key takeaways from this video:
• What to configure first in a minimum viable Zoho CRM setup
• How to choose field types that won’t break future integrations
• How Zoho CRM lookup fields support referrals and reporting
• How Zoho CRM subforms can track payments and milestones
• How to fix Zoho CRM email deliverability and core admin settings

We design and build custom Zoho systems so your team actually uses them and your business runs smoother.

Talk to Sales / Book a Call
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_Minimum_Viable_Setup_Episode_4_of_6

Zoho One – FREE Trial (No Credit Card)
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec

Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Work with a Zoho Partner
https://www.amazingbusinessresults.com/zoho-partner/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_2026_Tutorial_for_Beginners_Minimum_Viable_Setup_Episode_4_of_6

Top Zoho Extensions
https://marketplace.zoho.com/vendor/amazing-business-results

👉 Subscribe so you don’t miss Episodes 5–6
👉 Watch Episodes 1–3 before this if you’re new to Zoho CRM
👉 Book a call if you want your CRM setup built correctly from day one

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