How to Organize CRM Modules for a Cleaner, More Productive System

Dashboards are one of the most powerful tools for quickly accessing the information you need each day. Instead of digging through reports or multiple screens, a well-structured dashboard brings key insights right to your fingertips. In this session, we’ll walk through how to create, customize, and share dashboards—so you can ...

In this guide, we’ll explore the basic modules inside Zoho Recruit and how they form the foundation of your recruitment process. Modules in Zoho Recruit are like buckets of information. Each one organizes a different aspect of your hiring process, from job openings to interviews. When you understand how they ...

Today we’re diving into a powerful feature inside Zoho Recruit that can make your hiring process more organized and efficient: field customization. Every business has unique needs when it comes to recruitment. The information you track, how you structure it, and how it connects to other tools all impact how ...

Recruiting is all about keeping track of countless moving pieces: candidates, job openings, interviews, hiring managers, and more. Without the right system in place, details slip through the cracks, miscommunications happen, and efficiency suffers. That’s where Zoho Recruit’s related lists come in. Related lists connect different modules inside Zoho Recruit ...

Finding the right candidate isn’t just about resumes and interviews—it’s also about creating a consistent and objective way to evaluate applicants. Zoho Recruit’s assessments feature is designed to help recruiters do exactly that. By setting up pre-screening assessments, you can automatically score responses, qualify candidates, and save valuable time in ...

In today’s fast-moving digital landscape, consistency is key. Posting regularly across multiple social media platforms is no longer optional—it’s essential for building trust, visibility, and engagement. Yet, juggling different platforms can quickly become overwhelming. That’s where Zoho Social comes in.

When working inside a CRM, efficiency and organization are everything. Instead of manually sorting through endless records or sending one-off emails, your CRM offers powerful tools to help you streamline the way you manage data and communicate with clients. Two of the most important features you can leverage are list ...

Simplify Leave Management with Zoho People—Your Policies, Your Way. Managing employee leave can quickly become complicated without the right system. Paid time off, sick leave, maternity leave—each comes with its own rules, entitlements, and eligibility requirements. That’s where Zoho People makes life easier.

How to Use AI Securely: 8 Best Practices to Protect Your Business Data AI tools like ChatGPT, Claude, and Gemini are transforming the way businesses operate—offering speed, creativity, and automation like never before. But with all the benefits comes one critical challenge: security. Every day, employees feed personal details, client data, ...

Automation Turned Junk Leads Into Profit Running a thriving clinic isn’t just about offering great services—it’s about ensuring no opportunity slips through the cracks. For James, who owns a successful laser hair removal business in Canada, one overlooked detail was quietly draining his revenue: missed follow-ups on leads. Like many ...

From Missed Calls to 25 New Bookings a Week How an AI Receptionist Transformed a California Electrician’s Business   http://youtube.com/watch?v=bf9D1E53wuc&source_ve_path=Mjg2NjY For small businesses, every missed call is more than just a lost ring—it’s lost revenue. Matthew, a California-based electrician managing a small team, learned this the hard way. Despite working tirelessly ...

Your next successful webinar starts with a single click inside Zoho Meeting. How to Schedule a Webinar in Zoho Meeting: Step-by-Step Guide Webinars have become one of the most effective ways to share knowledge, connect with an audience, and generate leads. But hosting a successful webinar starts with scheduling it ...

Every business has been there: deadlines slipping, tasks forgotten, and projects that cost twice as much as planned. According to studies, over 50% of projects fail due to poor planning and lack of communication. That’s where Zoho Projects makes the difference—it’s more than a project management tool. It’s a platform ...

Zoho Voice – Bringing Telephony Into the CRM Era   Why Calls Still Matter     In the age of email, chatbots, and instant messaging, one might think phone calls are outdated. Yet the opposite is true: the human voice remains one of the most trusted channels for customer connection. Deals are ...

Every small business starts with spreadsheets. They’re quick, familiar, and flexible. But as your business grows, spreadsheets turn into a hidden liability. Lost formulas, version conflicts, and endless manual updates cost more time (and money) than you realize. The problem isn’t just inefficiency—it’s risk. One wrong number in a spreadsheet ...