Insights

There are 45 applications in the Zoho One ecosystem, all of which can be accessed from a single sign-on. These combine to offer a complete business operating system, with a solution for every major department in your organisation. With integration and synchronisation of data, previously disparate in...

The Zoho ecosystem has everything a business might need and from a single sign-on you can have access to 45+ Apps. This includes Zoho Expense, as one of the Apps in the Zoho Finance suite, which includes everything from invoicing to order management and accounting.

In this blog we focus on Zoho Expen...

We've completed several migration projects, helping customers move from older desktop Accounting systems (Peachtree, Sage 50, QuickBooks) to the online, cloud-based Zoho Books, and one of the project deliverables typically involves integration with Zoho CRM. Once set up correctly, this seamless inte...

I am writing this article as it is surprising how few of us use MS Outlook effectively, and even fewer of us take advantage of the excellent integration with Zoho CRM!

Whilst other forms of customer engagement are gaining in popularity (I have written a separate blog on WhatsApp integration here), th...

As you deal with an increasing amount of data, you will invariably be faced with the challenge of keeping it free of duplicates. Whilst this issue exists across all databases, I am referring to Zoho CRM for the purposes of this article.

Like most CRMs, Zoho has built-in deduplication functionality, w...