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By: Andrew Wallace | September 19, 2018

Zoho Desk, the online helpdesk solution from Zoho, now has a timer function where support agents can either manually or automatically time the work taken to do customer support tickets.

Zoho Desk online helpdesk software
Zoho Desk timer function allows support agents to accurately time support work

By: Andrew Wallace | May 04, 2018

Zoho CRM has a very nice new feature called 'Canvas', which allows you to design they way you see your data in an intuitive and easy to use drag and drop interface.


Say for example, you have a CRM containing a list of customers - most of us do! - you can design the customer list view and also the custom single display view to include the image and fields in the exact way you choose. Before that the layout design was quite basic and consisted of one of two column fields in sections down the page.


On top of that you can add icons and colours to fields and text, to make it a truly customised design.


Once you have finalised your design you can add buttons and functions as well as titles and this applies to all of the modules in the CRM.


Once done p...

By: Andrew Wallace | May 03, 2018

Zoho have released their latest online business solution for event management companies, Zoho BackStage.

Zoho BackStage offers a complete event management tool, online, allowing you to manage large-scale events such as conferences, trade shows, product launches, and more.

Zoho Backstage event management app
Zoho BackStage is an online event management solution for small businesses

By: Andrew Wallace | April 04, 2018

Plan. Prioritise. Reiterate.

Zoho Sprints is a new project management tool from Zoho specifically deigned for use with teams following the Agile project management methodology.


Zoho Sprints is designed in such a way that it enables a team to remain open to changes to the project by using the so-called 'scrum process'.


Zoho Sprints is designed to eliminate the heavy processes and clunky user interfaces often associated with complex change process in for example waterfall type projects.

By: Andrew Wallace | March 29, 2018

Zoho Desk (formerly known as Zoho Support), the powerful and affordable online helpdesk solution by Zoho, has had a facelift recently, with numerous enhancements to the user interface.


The first of these, and the most obvious, is the menu structure, which now lists the main modules - Tickets, Knowledgebase, Customers, Reports - across the top of the screen, making it far easier to jump between the modules.

Zoho Desk is an online helpdesk app for small businesses

By: Andrew Wallace | March 27, 2018

Don't waste time publishing announcements or blogs to several social channels over and over, use Zoho Social and publish to multiple channels at once, from one location, including scheduled posts and much more.

Now Post to Instagram Directly!

Zoho Social now allows you to post directly to Instragram as well as the pother popular channels, perfect for those who like to use this vibrant and dynamic image posting social channel.

By: Andrew Wallace | November 23, 2017

Zoho Cliq is a new communications platform from Zoho, specifically designed for small businesses to help collaborate more efficiently.

Zoho Cliq is like a combination of chat, phone, Skype with video and forums all rolled into one.

ZOho Cliq online collaboration software

By: Andrew Wallace | November 15, 2017

Do you have a business and use social media to make customer announcements or push product information, discounts or services?


There are many social channels now of course and if you have more than one social channel in place, managing all of them can rapidly turn into an administrative nightmare.


Zoho Social is an online social marketing platform, which allows you to manage all of your business's social marketing initiatives from one place.

By: Andrew Wallace | November 01, 2017

Getting the right business information at the right time, quickly and efficiently often presents a problem, especially when you are out of the office.


Not any more.  Introducing the new Zoho Reports mobile app enhanced features.


Zoho Reports is the powerful online business intelligence (BI) app from Zoho that can integrate to Zoho CRM or the Zoho Finance suite and provides a robust platform to slice and dice data in a wide variety of formats, from tables, charts, reports, dashboards, pivots and more.


It also allows you to import data from many other sources, not just Zoho office solutions: xls, csv, html, cloud storage such as Dropbox or Google Drive, external SQL databases, cloud databases and more. The  possibilities are endless an...

By: Andrew Wallace | October 26, 2017

Zoho have released their latest app for small businesses helping them work more effectively online.

Zoho Sign is an online document signing / e-sign app that can be integrated to other Zoho services, such as Zoho CRM or Zoho People, the online HR management solution.

Zoho Sign electronic document signing software
Send a document for signing directly from a CRM Contact record

By: Andrew Wallace | June 01, 2017

Zoho CRM Enterprise level CRM has a new feature called 'Blueprint', which is a function that allows you to replicate well defined business processes within Zoho CRM software, in order to improve business process, staff compliance and efficiency.

We've seen this sort of function in SageCRM for example, which allows you to replicate workflow in the form of flow diagrams on screen, which sounds cool but came with a price tag to match, which is way out of the budget of the average small to medium business.

This feature is vailable on the Enterprise license. This sort of advanced, enterprise level feature set really places Zoho CRM up there with the 'big boys' and provides a hugely scaleable platform for enterpise level CRM. Check out the excellen...

By: Andrew Wallace | May 09, 2017

The Zoho suite of small business software comprises over 25 apps, from CRM to email marketing; from Recruitment to Accounting.


Another little known but great online business app is Zoho Meeting, which is Zoho's cloud based online meeting software.


We're all well used to or at least getting used to using Skype to communicate for day-to-day business matters, but Skype is primarily a 1-1 video tool and in our experience tends to struggle on group video calling; plus it is not designed for example to host online webinars that require registration and also presentation control.

Zoho Meeting Functions

By: Andrew Wallace | April 27, 2017

So it's been a few weeks now since Zoho CRM released their latest feature set to the Enterprise edition, so we thought we'd give a quick review of them to summarise what they're about and give our input on having used them.

License

By: Andrew Wallace | March 22, 2017

Zoho have just rolled out enhancements to their email sharing permissions on accounts implementing the Zoho Mail Addon for Zoho CRM.

Here's a summary in brief of the new features:

  • Now, the Administrator can decide on the email sharing permission for users - previously this was a user function, so Administrators were unable to override this.
  • Email sharing can now be on specific user/role basis, which provides a far greater degree of flexibility.
  • If any domains have been excluded by individual users, these are now visible to the Administrators.
  • Domain configuration setup by an Administrator is inherited down the hierarchy to all the users for custom domains.​


The Zoho Mail addon is a great feature that allows all inbound and outbound emails to be s...

By: Andrew Wallace | March 06, 2017

Zoho have just released 'Zoho CalSync', which is a free app for Android devices that synchs your Zoho Calendar events to your native Android phone calendar app.


This can be very useful if you prefer using the native Android app, with it's calendar like UI, but use Zoho Calendar for group calendaring and scheduling and still need to see what's going on for work, for multiple calendars.

Zoho CalSync integrates Zoho Calendar with your Android calendar
Zoho CalSync integrates Zoho Calendar events with your native Android calendar

By: Andrew Wallace | March 02, 2017

Zoho Projects has been around for a while, but has undergone major changes since its release several years ago.


Recently Zoho rolled out an entire revamp for the award winning on;line project management software, with it's new 5.x version, complete with new interface and features.


Zoho Projects can be used to manage all kinds of projects in multiple industries, such as:


  • Construction projects
  • Architect / Design projects
  • Business develpment projects
  • Software projects
  • Website design/SEO projects
  • And many more...


For more information on Zoho Projects, click here.

Zoho Projects online project management app

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 | 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...

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