The CRM Zen Show

This week we talk about: Zoho Books: September ‘25 Updates Zoho Recruit: AI-Powered Assessments & Zia LLM Zoho Backstage: August ‘25 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-372/   

This week we talk about: Zoho CRM: Enhanced Data Export Options Zoho Analytics: September 2025 Updates Zoho Sign: Create, Collaborate, and Manage Agreements with AI Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-371/   

This week we talk about: Zoho Projects: August 2025 Updates & 19-Year Milestone Zoho CRM: July 2025 Community Digest Zoho Vault: Introducing SecureForms Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-370/   

This week we talk about: Zoho CRM: New Meeting Venue Option Zoho Forms: Inline OTP Verification Zoho Tables: August 2025 Performance Update Our Code Share, Blog,  and Tip of the Week Read the show notes: https://zenatta.com/episode-369/   

This week we talk about: Zoho CRM: CommandCenter 2.0 Zoho Recruit: Numerical Rating for Interviewer Assessments Zoho SalesIQ: Automating Timeout Chat Tracking with Workflows Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-368/   

This week we talk about: Zoho CRM: Introducing Connected Records & Workflows Zoho Books: August 2025 Updates Zoho Desk: Response Time Report Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-367/   

This week we talk about: Zoho Bigin: Zia Agents in Bigin Zoho Sign: Delegate Signing Now Available Zoho Forms: New Zoho Books Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-366/   

This week we talk about: Zia Agents Release Updates Zoho Projects: Custom Business Calendars Zoho Books: Blueprints for Custom Modules Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-365/   

This week we talk about: Zoho Projects: Q2 2025 Updates Zoho Show: Zia AI Added Zoho WorkDrive: Zia Hubs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-364/   

This week we talk about: Zoho CRM: Advanced Zia & Manual Scoring Now Available for All Modules Zoho Creator: Centralized Payment Gateways Hub Now Live Deluge: Introducing the New FTP Task for Secure File Transfers Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-363/   

This week we talk about: Zoho Commerce: Introducing Zoho Commerce 2.0 Zoho Desk: Introducing Playground, an Exclusive Test Environment Zoho Sign: Introducing WhatsApp Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-362/   

This week we talk about: Zoho CRM: View Lookup Modules' Data within a Canvas Page Zoho FSM: Now Included in Zoho Flow Zoho Marketing Plus: Use Zia (AI) to Create Marketing Projects Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-361/   

This week we talk about: Zoho CRM: Cross-Module Criteria Now Available in Custom Views Zoho Analytics: Invitation-Based User Access Now Live Zoho FSM: Smart Scheduling Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-360/   

This week we talk about: Zoho CRM: Split View in CRM For Everyone Zoho CRM:  Clearout.io Now Integrates with Zoho CRM Zoho Desk: Custom Action Buttons on Ticket Interface Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-359/   

This week we talk about: Zoho CRM: Timeline View Zoho CRM: Rich Text for Notes  Zoho Desk: Chat-to-Ticket Timers Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-358/   

This week we talk about: Zoho CRM: Enhanced Date Filters with 'Previous' and 'Next' Operators Zoho Sign: AI-Powered E-Sign Assistant Now Live Zoho Sprints: Mobile App 2.0 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-357/   

This week we talk about: Zoho CRM: NextGen New and Improved UI Zoho Desk: Cross-Department Parent-Child Ticketing Zoho CRM: Queries Now Supported in Custom Related Lists Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-356/   

This week we talk about: Zoho Payments: Now Available in the US Zoho WorkDrive: 5.0 Zoho Recruit: Introducing the Reviews Sub-Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-355/   

This week we talk about: Zoho Books: May 2025 Updates Zoho CRM: Cadences Enhancements Zoho CRM: Zia Usage Data & Event Mapping for Smarter Churn Predictions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-354/   

This week we talk about: Zoho CRM: Introducing Intelligent Character Recognition (ICR) Zoho Desk: Community Module Revamp Zepto Mail: New In-depth reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-353/   

This week we talk about: Zoho FSM: Avalara Integration  Zoho Inventory: Assemblies and Kits Zoho Payroll: Now included in Zoho One for US Editions  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-352/   

This week we talk about: New App - Zoho LeadChain Zoho Cliq: Unfurl Handlers Zoho Desk: AI Integration for IM Chats Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-351/   

This week we talk about: Zoho CRM: Introducing ABM Zoho PDF Editor: Latest Enhancements Zoho Writer: Advanced Document Structuring Features Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-350/   

This week we talk about: Zoho Campaigns: Bot Filtering Zoho CRM: Prompt Builder Brings Custom AI Actions to CRM Buttons Zoho CRM: Build Custom Modules with Natural Language Prompts Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-349/   

This week we talk about: Zoho Creator: New CoCreator powered by Zia Zoho Flow: New iOS app Zoho Notebook AI Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-348/   

This week we talk about: Zoho CRM: Data Sharing Enhancements  Bigin: Form Field Validations Zoho Social: Introducing Linkthread Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-347/   

This week we talk about: New Bundle: Zoho Projects Plus Zoho Analytics: March 2025 Enhancements Zoho WorkDrive: TrueSync Instant Sync (Beta) Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-346/   

This week we talk about: New Bundle - Zoho Service Plus Zoho CRM: Canvas Updates – Mobile View, Module View, and More Zoho Backstage: February 2025 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-345/   

This week we talk about: Zoho Projects: Version-3 APIs Zoho Desk: Parent-Child Ticketing Enhancements Zoho Publish: Introducing Reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-344/   

This week we talk about: Zoho CRM CPQ: Product Configurator and Guided Selling Enhancements Bigin Booking Pages Zoho Creator 2025 RoadMap Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-343/   

This week we talk about: Zoho Social turns 10 Zoho Announces Zia Agents Zoho CRM: Send Emails from Cases Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-342/   

This week we talk about: Zoho CRM: Enhanced Approval Process for Greater Control and Flexibility Zoho CRM: Subform Events and Client Script Enhancements Zoho Books: January'25 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-341/   

This week we talk about: Sridhar Vembu Steps Down As Zoho's CEO Zoho Desk: Formula Fields  Zoho Forms: Convert PDFs and Images into Fillable Forms Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-340/   

This week we talk about: Zoho Sprints: AI-Powered Insights with Sheet View Zoho Flow:  Zoho Tables is now Available Zoho Analytics: Update to Instagram Profile Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-339/   

This week we talk about: Zoho Deluge: New invokeAPI Task Zoho CRM: WhatsApp for Business Integration Enhancements  Zoho Analytics: Mandatory Email Domain Verification Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-338/   

This week we talk about: Zoho Marketing Automation: Profile Stitching Zoho One: Zoho Landing Pages Added Zoho CRM: Custom Rollup Summary Fields Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-337/   

This week we talk about: Zoho CRM: Combine Related Groupings into Categories Zoho Forms: New AI Forms Marketing Plus: Zoho Landing Pages added Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-336/   

This week we talk about: Year in Review Wishlist 5th Annual Zenmy Awards Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-335/    

This week we talk about: Zoho Practice 2.0 Zoho CRM: Record Summary Desk: Enhanced Support Plan Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-334/   

This week we talk about: Zoho Bigin: Enhanced Call Management and Customization Zoho Creator: Upcoming Updates December 2024 Zoho FSM: Introducing Equipment Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-333/   

This week we talk about: Zoho CRM: Enhanced Calls Module with "From Number" and "To Number" Fields Zoho Bigin: Enhanced Duplicate Management and Unified Approvals Zoho Desk: Enhanced Collaboration with Mass Comments Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-332/   

This week we talk about: Zoholics 2025 US in Houston, Texas Zoho CRM: New Queries Zoho Payroll:  Now Available in all 50 states Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-331/   

This week we talk about: Zoho CRM: Categorizing Report Values Zoho Webinar: New On-Demand Feature Zoho Projects: Global Web Tabs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-330/   

This week we talk about: Zoho CRM: Introducing Dark Mode and Light Mode Zoho Bigin: Splitting Activities Module into Tasks, Events, and Calls Zoho Desk: Enhanced Zia Integration with GPT Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-329/   

This week we talk about: Introducing Zoho Cliq 6.0 Zoho CRM: Enhanced Wizards with Cross-Screen Field Support and Back Button Zoho Desk: Color-Coded Picklist Fields for Improved Visual Clarity  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-328/   

This week we talk about: Zoho CRM: Enhanced Tag Management with Import Overwrite Zoho CRM: Expanded Language Support for Enhanced Global Accessibility Zoho CRM: Enhanced Data Exposure for Portal Users Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-327/   

This week we talk about: Zoho Desk: Answer Bot Enhancements Zoho CRM: Enhanced Forecasting with Deal Likelihood Predictions Bigin: New Bigin 360 plan Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-326/   

This week we talk about: Zoho Invoice: New Customization Features Zoho Creator: Upcoming Updates October'24 Zoho Forms: Month-Year Field Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-325/   

This week we talk about: Zoho Solo: New Application for 1-Man Armies Zoho CRM: Enhanced Subform Management on the Details Page  Zoho Forms: New Form Builder Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-324/   

This week we talk about: Zoho CRM: Enhanced Email Access Permissions Zoho Desk: Customize Ticket IDs for Enhanced Tracking Zoho MA: Instagram Now Available Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-323/   

This week we talk about: Zoho Desk IM Enhancements Introducing Job Sheets for Zoho FSM Bot Filtering Analytics for Zoho Campaigns Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-322/