CRM for Your Business

04/01/2026

Come see the Zoho representatives and us today, 10 AM—12PM CST at 20 N Wacker Dr 12th Floor, Chicago, 60606 on a Zoho User Group Chicago event organized by Zoho to talk about Zoho CRM and its analytics. Free admission, of course.

03/30/2026

Join us at the Chicago Zoho User Group meeting on Wednesday, April 1, to learn more about building a powerful, insight‑driven CRM dashboard. It’s a great opportunity to meet Zoho representatives in person (including optional 30‑minute one‑on‑one sessions for your specific questions) and connect with us, your local Zoho partners. The meeting is just a short walk from Union Station, so if you’re coming from the burbs, hop on Metra and skip the drive! https://zurl.co/yzPOi

For the next round of 2026 meetups, we are excited to meet the Zoho User Groups both online and in-person, and talk about all things Zoho!

03/16/2026

Zoho MCP and Claude: A Zoho Partner's first impression. See what works, what breaks, and how to build smarter agentic workflows today using Zoho MCP and . https://zurl.co/Pdgw5

Zoho MCP and Claude: the first test results from an Advanced Zoho Partner. Zoho MCP's current limitations, recommended workarounds, and applicability.

03/12/2026

Meet the Zoho AI Advisor, a Zoho centric AI application designed to help determine the appropriate Zoho tech stack for the particular use case. Trained by our team using a proprietary internal knowledge base, it has answers that the general AIs don't.

Just like many other tools, this one came from a need: we needed something to organize, search, and use our extensive internal knowledge base. Now, it’s a simple yet effective AI product for anyone interested in the Zoho tech stack and planning a Zoho implementation. It’s a preliminary estimator to run before you do something by yourself or contact a Zoho Partner to commence the implementation.

Powered by Anthropic's Claude , this tool is designed for decision-makers who need to:

* Identify the right apps based on specific business use cases.
* Compare licensing models, such as Zoho One vs. standalone bundles (Finance Plus, CRM Plus, etc.).
* Outline implementation plans by focusing on what needs to be done to achieve your goals.
* See whether the particular Zoho application has a free tier.

We intentionally limited its ability to answer technical questions. Its sole purpose is to help visitors outline the implementation plan by suggesting what needs to be done, not how; it is designed for decision-makers, not software engineers or DIY users.

Currently, it's a public beta; remember that any results from any AI on any subject need to be verified before use.

Be our guests! https://zurl.co/W4qeU

01/23/2026

Register now for the Zoho FSM Product Demo webinar on January 29, 2026. Have a high-level look at how Zoho FSM streamlines field service—from work orders and scheduling to billing and analytics. Discover customization and integrations with other Zoho apps. Save your spot!: https://zurl.co/B1jXn

By clicking 'Register', you acknowledge that the webinar organizer may use this information to share updates regarding this webinar as well as for future communications.

12/15/2025

Join our webinar on December 17th, 2025, to catch all 2025 Cliq updates in one go as we close out the year. Highlights include annotated shared screens in calls, better video streaming, configurable WorkDrive notifications, and mobile enhancements and admin reporting. https://zurl.co/KQ1M2

By clicking 'Register', you acknowledge that the webinar organizer may use this information to share updates regarding this webinar as well as for future communications.

11/18/2025

Zoho organizations, rejoice in Zoho's Early Access pre-release of the long-awaited Zoho One Unified Customer Portal! Now your customers don't have to go to the Zoho Books, Zoho CRM, or Zoho Desk portals separately. Knowing Zoho’s architecture well, we understand why it wasn’t that simple, so we applaud the new feature. It's a big deal. Here's more: https://zurl.co/a6Sqs

11/17/2025

Do you share passwords properly? No. You are sharing them via email, messaging apps, or SMS, which is inherently dangerous and overwhelmingly common. There's a better way: SecureForms (and Zoho Vault). https://zurl.co/AdpxZ

Learn how to use SecureForms in Zoho Vault to securely manage, store, and access sensitive data.

11/14/2025

🗓️ An upcoming Zoho event: "Get 30% More Conversions in 90 Days: 5 Steps to Fast, Consistent Results". Join Gajan Retnasaba, Founder of Spiralyze —an A/B testing powerhouse with 220 team members and clients like Netflix, Okta, Crowdstrike, and Pepsi—as he unveils a 5-step framework that consistently drives measurable conversion gains. Book your seat before November, 19th: https://zurl.co/WlA8e

/btesting

Reserve your spot at “Get 30% More Conversions in 90 Days: 5 Steps to Fast, Consistent Results”! This Online, hosted by Zoho, is set for 11/19/2025, 9:00 AM CST.

11/14/2025

Here's a common challenge for : How do you use WooCommerce as an online catalog when you DON'T sell online? For example, you're a repair business. Your customers won't place a $5-10K service "into the shopping cart" and pay with their AmEx. There will be an RFQ.

We just published a new case study detailing how we solved this for a client. Standard WooCommerce / Zoho Inventory methods aren't working here because they're built for B2C sales, so we built a custom solution. Our integration syncs Zoho Inventory with WordPress, bypasses the cart, and automatically creates draft quotes in Zoho using Zoho .

A practical solution for a real-world B2B need. See the full breakdown here: https://zurl.co/NVcOw

See our custom Zoho and WooCommerce B2B integration. We created a B2B catalog that bypasses the cart, automating draft quotes directly in Zoho.