Blog categorized as Zoho CRM

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 t...

OK, so this is not a new function but is one of those features that is easy to miss so we thought we would run a quick blog about it! 


From time to time it is necessary to add tasks to your CRM that will appear as tasks in your project management software too. 

For example if you are a Project Manage...

Mail merge as a function that helps sales and other staff  in your business has been around for a while and Zoho CRM has had a mail merge function for a few years, integrating its online word processor app, Zoho Writer.

However, many users in our experience seem to overlook the fact it is there ...

Many businesses use a website form such as a Contact Us or a Get a Quote form to engage and capture leads via the web; it is an affordable and effective means of getting new customers. Web forms can be used for special offers, newsletter signups, quotation requests and general contact requests.

Her...

You may have seen lately in the 'news bulletin bar' in Zoho CRM an alert about the newest features that have been released by the Zoho CRM team. There have been quite a few - first and foremost the latest Zoho CRM releases are excellent and will definitely appeal to a wider variety of business of al...

The new app from Zoho, the Zoho CRM business card scanner, snaps a business card and then automatically senses the information on the acrd and imports that directly into Zoho CRM.

The app can recognise business cards in English, Dutch, French, German, Russian, Spanish and Swedish and also the contact...