Mastering Module Customization in Zoho CRM: How to Add and Edit Fields Like a Pro

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Era   Why Calls Still Matter     In the age of email, chatbots, and instant messaging, one might think phone calls are outdated.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

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, ...

Why Your CRM Structure Will Make Or Break Your Business In 2025 (Especially With AI Involved) Your CRM is either setting you up for growth or holding you back. In 2025 and beyond, a well-structured CRM is the key to leveraging AI, generating more revenue, and making your business a ...

How To Save Thousands On CRM Customizations Are you paying for features you already have? If you’re running a business and using a CRM, you may be unknowingly paying for things that are already available to you for free. We see it all the time. Business owners get quoted thousands ...

AI Isn’t The Future. It’s The Tool You Need Now To Grow. Let’s get real. Big companies aren’t the only ones using AI anymore. Smart small and mid-sized business owners are already turning AI into growth, speed, and profit (while everyone else is still guessing or waiting). You don’t have ...

Unlock Your Business Growth With Automated Segmentation Are your best clients slipping away without you noticing? Still treating all your customers the same? That disconnect is silently killing your growth. Find out how to fix it in just minutes with Amazing Business Results segmentation. What Is Automated Segmentation? Automated segmentation ...

Transform the Way Your Team CommunicatesWith Zoho Cliq, chat, collaborate, and get work done faster. The Problem with Modern Teamwork Think about how many platforms your team uses to communicate daily. Email for announcements. WhatsApp for quick questions. Slack for projects. Maybe even a private Facebook group somewhere in the ...