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Zoho CRM Dashboard Enhancements

Zoho CRM Adds Business Holidays

The following have been added to the Zoho CRM Dashboard : KPIs: My Open Deals, My Leads, My Untouched Deals, My Today’s Calls. Custom views: My Deals Closing this Month Funnel: My Pipeline Deals by Stage Click here to learn more.

Zobot Calendaly Integration

Manage Contacts Inside SalesIQ

You can now have your Zobots direct the user to book directly onto your Calendely. See the full details here along with workflow examples.

The CRM Zen Show Episode 174 – Don’t Be A Turkey

The CRM Zen Show Episode 174 - Don't Be A Turkey

Zoho News Cliq 3.0 Launched This is a big update for Cliq. Tons of new features include meetings, recordings, whiteboarding, task management, note handling, event management, and more. Bigin Introduces Bigin Premier This newest top-tier edition of Bigin includes multi-currency, advanced workflow rules, and stage transition rules.  Zoholics Cape Town Announces Expansion Zoholics in Johannesburg, […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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