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By: Andrew Wallace | February 16, 2017

Zoho Subscriptions, the online recurring subscription management software from Zoho, now integrates with UK based GoCardless, to allow you to integrate and track direct debit subscription payments.


In fact, this integration is also available in Zoho Books (small business accounting software), Zoho Invoice (online invoicing software AND Zoho Inventory (online inventory management software).

Direct debit integration with Zoho Subscriptions

By: Andrew Wallace | February 15, 2017

Any small business can now accept online payments with the latest Zoho app, Zoho Checkout.


Zoho Checkout is small business online payment software that allows you to build payment forms to insert to your website, blog, even social media pages, that will aloow your customers to make payments online.


The software integrates to the popular payment gateways such as Stripe, WePay etc., and can help you to generate meaningful reports on all inbound full and even partial payments, so you know exactly how much revenue is coming into your business. PayPal integration is next, and will be released soon.


Zoho Checkout is great for small businesses who do not want to have to set up expensive and complicated payment integrations:


Find out more details, here...

By: Andrew Wallace | December 07, 2016

Here is the third of three webinars for Zoho Creator: Advanced Application Building.

Category: Zoho Tips n Tricks 

Tags: Zoho Creator 

By: Andrew Wallace | November 28, 2016

The old and well known user interface of Zoho CRM is set to be phased out soon - 15th December 2016 to be exact - which means the new UI will be rolled out in its entirety from that time.


You may well have been using the new UI for some time - if not, it's great! 


Enhancements include many new features and enhancements such as improved screen layout/design, faster searching and filtering, check-in functions and improved reporting and dashboards.


However, if you have not yet seen it here is a 30 minute webinar from Zoho on what the new UI is and what you can expect:

Category: News 

Tags: Zoho CRM, UI 

By: Andrew Wallace | November 28, 2016

Here's the second in a series of three webinars on Zoho Creator.


This one is on 'Configuring Custom Workflows'.


Enjoy!

Category: Zoho Tips n Tricks 

Tags: Zoho Creator 

By: Andrew Wallace | November 08, 2016

We thought we should publish these excellent  videos from the Zoho Creator team which are videos of their recorded webinars on how to use Zoho Creator.


We're loving Zoho Creator, what a powerful app... for building apps! 


The videos are perfect for non technical users, we found them very useful ourselves and customers love them.


The video below is the first in a series: Getting Started with Zoho Creator.


Enjoy!

By: Andrew Wallace | November 04, 2016

In their recent article the well known and widely trusted tech/app comparison website 'GetApp' recently reported how Zoho Recruit had come in third place in a review of a variety of recruitment applicant tracking software apps.

Software was assessed on such things as user reviews, as well as integration capability to other apps, mobile app availability, media presence and security. The software was assessed from an independent and unbiased viewpoint and each score given was independent of any commercial interests or any relationship that the software has with GetApp.

Click the link below for:


GetApp's review of Zoho Recruit.

Category: News 

Tags: Zoho Recruit 

By: Andrew Wallace | October 07, 2016

We thought we would announce this small but useful enhancement on Zoho Books/Zoho Invoice, not only because it is a useful function but because we like how it demonstrates how Zoho listen to their customers and take valuable feedback on board to improve their software. 

A customer of ours one day asked whether they could - instead of including lengthy terms and conditions in an invoice template - include them as an attachment on the email that send the invoice. 

Different terms and conditions, could be attached to different email templates, rather than trying to remember to attach them when sending the invoice. 

We suggested this to Zoho and within a week, they had introduced this enhancement. 

You are now able to add attachments to the email t...

By: Patty | October 04, 2016

I went on the train the other day on a business trip and was wondering how I can log my expenses on the go.

Then I remembered that we use Zoho Expense within our business. Problem solved!

Zoho expense allows you to add expenses such as travel, meals and other costs whilst your on the go, using your mobile device.

So, keen to capture all of the expenses for the day before forgetting them or losing the receipts, I used to Zoho Expense to log my expenses by snapping a picture of the receipt and logging the basic information including the expense amount and category and date.

And with that, zapped it in to the Cloud in just a few clicks!

All of the expense information is updated in the central database and can be accessed immediately by the accoun...

By: Andrew Wallace | August 17, 2016

In today's world we are only two familiar with all of the various channels that our customers may use to communicate with us about our products or services or when dealing with any one of our sales managers during the sales process as well as support / warranty periods. 

The result can be that there is a bewildering number of different channels that your team need to track in order to get a full understanding of the communications received from each lead or customer. For example, email, phone, social networks, chat, website enquiry forms, and many others. With the best intentions in the world, it can be extremely difficult to track all of these.

Zoho aim to reduce this clutter and consolidate all of these channels into Zoho CRM by introducing...

By: Andrew Wallace | August 16, 2016

Zoho CRM interface updates 2016
Zoho CRM has had a completely new user interface and tonnes of new features your sales team will love!

So at long last it's here... the new user interface for Zoho CRM!


Zoho CRM has just had a complete overhaul and is now available for general usage and feedback. If you have not already noticed you will be able to switch to the new interface using the link at the top of your CRM. 


Click the link to see your CRM transformed into a fantastic new format, including new functionality, which includes:


  • Filtering by various criteria whilst still on the record list page
  • Powerful searching with on screen, interactive keyword searches
  • Better graphs on reports
  • Kanban style record displays so you can see related records whilst looking at Tasks and other information
  • Email Insights - get insight on who reads your emails, what email templates are the most popular ...

Category: Zoho CRM 

Tags: Zoho CRM, UI 

By: Andrew Wallace | July 19, 2016

Zoho Reports, which is the online BI (business intelligence) app from Zoho, is now integrated with their online accounting software, Zoho Books.

After the integration of Zoho Reports after Zoho CRM and Zoho Projects, and also Zoho Recruit, Zoho Reports integration to Zoho Books is the next logical step in an all encompassing platform that provides users with a powerful platform to take their financial reporting to the next level.

Zoho Books to Zoho Reports integration
Zoho Books now integrates to Zoho Reports online BI platform

By: Andrew Wallace | June 29, 2016

I received a newsletter this morning from Evernote, that I have been using for several years, which prompted me to wrote a blog about the comparison between the popular note management app and a relatively new app from Zoho called Zoho Notebook.


In truth, I think Evernote is great. Clean and easy to use, great functions, ample free storage/usage, desktop and mobile app... I must admit I did dabble with Zoho's note management app for a while when it was first released but found it too basic in comparison and as I had been using Evernote for years, I opted to stay with it.


That was until this morning.


As a Basic (free) version user I have just been informed by Evernote of changes to their Basic version, which states in 30 days time they will be ...

Category: News 

Tags: Evernote, Zoho Notebook 

By: Andy | June 07, 2016

Zoho SalesIQ is a cloud based business app that can be used to track live visits to your business website.


So, with SalesIQ businesses can not only learn who is visiting and where they are from, what browser they are using, but also where they are going on the website, what pages interest them, what pages cause them to stop visiting, and so on.


It also provides functions for sales people to live chat with visitors, so you can better convert website visitors to leads in your CRM and eventually to sales and customers.


Check out the video below for a summary of Zoho SalesIQ:

By: Patty | April 14, 2016

We are please to announce that Zoho Projects have increased the storage space for all the paid plans in Zoho Projects.

Current Storage Space:

Express - 5 GB
Premium - 15 GB
Enterprise - 30 GB

New Storage Space:

Express - 10 GB
Premium & Enterprise - 100 GB

This will give even more space to store project related documentation as well as larger files such as audio and video, screen captures and more.

Zoho Projects is a powerful online project management solution that can be used in all kinds of business verticals, from software design to marketing, to construction.

Click here for more details on Zoho Projects project management software.

Contact us for more information.

Category: News 

Tags: Zoho Projects 

By: Patty | February 15, 2016

Zoho are pleased to announce the new Zoho CRM mobile 3.0 for iOS (iPhone/iPad) and Android smartphones.

Here is a quick peak at the new functions that are available:


- Completely redesigned app with an enhanced look and feel. 

- Task and Event focussed home screen

- Access to inventory modules.
- Collaboration 'Feeds'.
- Check in function to log GPS coordinates for visits to customers. 

- And more!


We hope you will try it out for yourselves at the links below, or just access your iTunes or Google Play stores and search for 'Zoho CRM'.


iTunes:

https://itunes.apple.com/in/app/zoho-crm/id444908810?mt=8


Android:
https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en


NOTE:


If you have been trying the Beta version, please uninstall this bef...

By: Andrew Wallace | February 12, 2016

Did you know? 

A recent statistic from Zoho suggested that fewer than 25% of visitors to a website are actually ready to buy anything.

Certainly we would agree with this for certain types of websites as opposed to specifically e-commerce sites but what if this is true? 

How would you track and connect with these website visitors in real time, in order to convert them into actual sales?

Zoho SalesIQ is an app from Zoho that gives you the ability to track and importantly carry out meaningful interactions with people who are actively surfing your website.

How does it do this?

  • See representations of website visitors on your SalesIQ screen, watch them mov as they navigate through your site.
  • Have live chat conversations with website visitors, you can ev...

By: Andrew Wallace | February 02, 2016

Zoho Connect is a social business collaboration tool from Zoho that provides a familiar Facebook/Twitter style platform for your business to allow teams to collaborate and share ideas, share documents and information and generally keep updated on what's happening in the organisation.


Zoho Connect can be used as a wiki or intranet for your business, need it is even possible to embed Zoho wiki as one of the apps within your portal for a more traditional style of pushing information to teams.


With other cool features like chat and custom apps, Zoho Connect is a scaleable social business app that is useful for small, medium and large business alike.


Click here to read more...

By: Patty | December 22, 2015

Building on from the last blog on using Task and Task List templates, the next step is to make templates of the whole project.


This is something that is common place when working in one vertical for example, whereby your projects consist of the same sort of milestones, same tasks each time.


You can even create the same forum topics and upload the same documents, for example, 'kick off' type documents or user guides for training. All can go into the project template to save the Project Manager time later on.


Examples of where this function can be of use are SEO projects, web development projects, Marketing projects, construction projects and many more.


Here's how Project Templates are created...

By: Patty | December 16, 2015

Creating tasks is already pretty quick in Zoho Projects but there comes a time when a project manager will need to add similar, frequently occurring tasks on similar projects and then you want to do this as quickly as possible to minimise admin time.


An example may be if you are a web design company and need to add certain tasks or groups of tasks that recur in different projects, but maybe not in every project.


Perhaps they pertain to specialised kinds of testing, or additional requirements for certain customers, but do not warrant being in a project template (see our next blog on the Zoho Projects functions for details of that!)


You can add these kinds of similar tasks via 'task and task list templates' in Zoho Projects, saving time and m...

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