Zoho CRM follow-up rules

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.

GoHighLevel vs Zoho CRM comparison for Small Business Lead Management and Operations This GoHighLevel vs Zoho CRM comparison addresses a key question for growing businesses exploring digital business tools. Amazing Business Results offers this detailed analysis to help small and mid-size business owners choose the best approach for lead capture, ...

Zoho CRM lead automation: Transform Social Media Leads into Business Opportunities Instantly For small and mid-size businesses aiming to grow their customer base, fast and efficient lead capture is essential. Zoho CRM lead automation can help organizations reduce delays and confusion when handling leads from social media advertising. Amazing Business ...

How CRM Cadences and Lead Nurturing Automation Drive Smarter Sales for Growing Businesses CRM Cadences and Lead Nurturing Automation give small and mid-size businesses an opportunity to streamline sales processes boost team efficiency and create consistent workflows. Amazing Business Results offers a comprehensive look at how this automation can help ...