Mastering CRM List Views and Mass Emails: A Detailed Guide

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, ...

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 small business owners, James invested in ...

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Era   Why Calls Still Matter     In the age of email, chatbots, and instant messaging, one might think phone calls are outdated.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 ...

Too many businesses think having a CRM means their sales process is under control. The reality? Most CRMs end up as expensive address books—a place where leads get dumped but not followed up on. The hidden cost? Missed opportunities, frustrated sales reps, and customers slipping away without notice. This mistake ...

Why Your Data Strategy Will Make or Break Your Business (And How Zoho Analytics Keeps You Ahead) Stop Drowning in Data—Turn It Into Decisions with Zoho Analytics Businesses today collect data everywhere: CRM, sales, marketing, finance, and support. The challenge? Information overload. Teams often have plenty of data but very ...

Not all customers are the same. Some buy more often, some spend more, and some need extra attention to stay engaged. Zoho CRM’s Segmentation feature helps you categorize clients or accounts into clear buckets so you know exactly who deserves focus. What is Segmentation?   Segmentation lets you group clients based ...

The 5-Day CRM Bootcamp That Helps You Close More Deals and Retain More Clients If you’re generating leads but still missing out on sales, your CRM may be the issue. The truth is, most CRMs do not fail because the tool itself is flawed—they fail because they are set up ...

How To Write Emails That Actually Work Using AI + Your CRM Running a business is hard enough. You have a CRM to track leads and clients. But something’s still off. Your team sends emails, but they don’t all sound the same. Some feel too casual. Some too pushy. Others? ...

Most Business Problems Aren’t What You Think What if the real reason your team is underperforming has nothing to do with their skills? What if you don’t need new hires… just a better process? This happens more than you think. A business calls in help for one concern (hiring, marketing, ...

The Future Just Blinked: How AI Glasses Will Transform The Way You Do Business What if the future of business wasn’t on your screen, but right in front of your eyes? AI glasses are about to revolutionize the way you work, lead, and grow your business. This isn’t science fiction, ...