Zoho CRM Lead Scoring

Choosing the right accounting software is no longer just a finance decision. In 2026, your accounting system directly impacts operations, sales, inventory, subscriptions, reporting, and even marketing attribution. In this in-depth comparison, we break down Xero vs Zoho Books across real-world use cases for growing small and mid-sized businesses.

Before anything fancy, you need a strong automation foundation. The right early automations remove delays, reduce human error, and make sure nothing important slips through the cracks. In this guide, we’ll break down the first three automations every business should build, why they matter, and how they work — even ...

In Episode 5 of our New to Zoho CRM mini-series, we focus on one of the biggest silent killers in CRM systems: broken follow-up processes — and how to fix them properly inside Zoho CRM.

In Episode 4 of our New to CRM & Zoho mini-series, we focus on the minimum viable Zoho CRM setup — the smallest, cleanest configuration you need to actually start using Zoho CRM properly without overbuilding, over-customizing, or overwhelming your team.

If you’re already using a CRM with pipelines, but your numbers don’t really reflect what’s happening in your business, this is usually the reason. Forecasts feel off. Deals look “active” but never close. Sales reports don’t match reality.

QuickBooks or Zoho Books in 2026? Compare pricing, automation, reporting, payroll, and integrations to choose the best accounting software for your business.

If you are new to Zoho CRM — or CRM systems in general — understanding leads, contacts, accounts, and deals is the single most important thing you can learn.

If you’re using Zoho — or even thinking about switching — the Zoho Q1 2026 updates are packed with important changes that could impact your workflows, automations, and business efficiency.

Zoho Survey allows you to sync survey responses directly into Zoho CRM, making it easier to automate follow-ups, enrich records, and improve reporting. In this guide, we’ll walk through how to connect Zoho Survey to Zoho CRM, explain the difference between Production and Sandbox environments, and highlight a key advantage ...

QuickBooks or Zoho Books in 2026? Compare pricing, automation, reporting, payroll, and integrations to choose the best accounting software for your business.

Understand marketing vendor pricing models and how vendors optimize. Protect your CRM, track ROI properly, avoid bad deals, and choose the right model.

In Video Two of our marketing series, we break down the most common pricing models used by marketing agencies and lead vendors, and what really happens once real money, real leads, and real sales teams are involved.

Every organization is unique — and so is the information it needs to collect from employees. Whether it’s personal details, time-off preferences, or project assignments, the ability to tailor your HR forms to match your company’s workflow is essential. In this tutorial, Carol DenHartog from Amazing Business Results walks you ...

Managing employee holidays can be a small detail that creates big headaches if not handled properly. Between tracking paid holidays, managing leave requests, and ensuring consistency across departments, HR teams often spend unnecessary time fixing calendar conflicts and adjusting leave balances.

Every successful business thrives on clarity. Knowing what’s really happening across your sales and marketing operations is the foundation for making smart decisions and driving growth. That’s where Zoho CRM’s reporting tools come in — helping you transform raw data into actionable insights.