Step-by-Step CRM Email Configuration for Effective Team Communication

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 ...

The CRM Mistake That’s Costing You Sales 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 ...

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 ...

Using Segmentation in Zoho CRM to Prioritize Clients 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 ...