Blog tagged as Zoho CRM

Lantera's venue bookings and payments were manual, with no centralised availability and real fraud risk. Zoho Bookings now handles reservations while Zoho Books with Payex automates quotes, invoices, and payments.

Expert Media Global's departments worked in silos since their old cloud tool couldn't connect teams. Aplikasi linked Zoho CRM, Books, People, Projects, and Expense, giving HR and finance real-time cross-team visibility.

Nexagate juggled disconnected tools — Sage accounting, an underused CRM, manual leads, and Excel quotes. Aplikasi migrated them onto Zoho CRM, Books, and Projects, automating leads, quotes, and sales-to-delivery handoffs.

Zoho CRM's built-in mass actions aren't always enough for specialised needs. This guide shows business owners and agents how to write custom functions to automate repetitive tasks across many records at once.

Blueprint is a Zoho CRM feature that automates multi-step business processes, assigning ownership at each stage, guiding teams, and validating data along the way. It keeps growing businesses' workflows consistent and transparent.