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The CRM Zen Show – Episode 92 – Dingleberry Integration

Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “…is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data […]

The CRM Zen Show – Episode 91 – We’re Just a Cliq Away

Zoho News Zoho Analytics Updates This update adds Expand and Collapse Pivot View & Date Based Lookup Column Changes in the new UI of the record details page Some very nice improvements Get ready this will permanently replace the old UI May 31 Introducing Bulk Shifts in Zoho Workerly Nice update to simplify temp scheduling […]

The CRM Zen Show – Episode 90 – Zoho Flowbee

Zoho News Zoho Adds the Ability to Create Custom Permissions for Extensions Custom permissions are a new type of permission that you can provide in the extensions you develop. Zoho Booking now includes a free version of  Zoho Meeting It is available in all pricing plans including the Free plan until July 1st Zoho Social […]

The CRM Zen Show – Episode 89 – Zebras or Horses

Zoho News Zoho Finance Suite Updates for March and April Zoho Inventory Reporting Tags, Desk Integration, Customer Credit Limit & More Zoho Books This is a big update, adding a much needed Vendor Portal Enhancements to the invoice details page Customize layout and print reports and much more Zoho Invoice A lot of the same […]

The CRM Zen Show – Episode 88 – Now It Makes Sense

Zoho News Zoho Projects Gets New and Improved Gantt Charts A completely revamped UI and a handful of nice new features. Zoho Creator April Updates on The Way Hide/show seconds in reports Freezing the subform header Layout designer for a quick view Shared analytics JavaScript support New Zoho Marketplace Applications for March 44 New Applications […]

The CRM Zen Show – Episode 87 – C3PO R2D2

Zoho News Zoho Expense now integrates with Zoho Projects You can now view expenses along with the actual costs and compare it with the project budget. Zoho Forms adds PayPal Checkout as a new payment gateway From the announcement: “Unlike PayPal Standard, which redirects your customer to PayPal’s payment page to execute transactions, PayPal Checkout […]

The CRM Zen Show – Episode 86- ESAP ASAP

Zoho News Zoho Launches Small Business Emergency Subscription Assistance Program The ESAP will give current small business customers the Zoho software they currently use for three months free. Here is a link to a personal message from Zoho Co-Founder and CEO Sridhar Vembu. Here is the link to apply.  (Read the terms, then scroll to […]

The CRM Zen Show – Episode 85 – Remotely Time

Zoho News Zoho Rolls Out a New Product Suite – Remotely The Applications Included are: Cliq, Meeting, ShowTime, WorkDrive, Projects, Sprints, Assist, Lens, Writer, Sheet, & Show Free Until June 30th, unknown pricing after that. Zoho CRM Updates Attach Files From WorkDrive Lead Mapping In The Sandbox Zoho Sign Adds BOX Integration E-Sign documents and/or […]

The CRM Zen Show – Episode 84 – Zoholics Anonymous

Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our blog when we get them. And Zoho Isn’t the Only Company To Cancel […]

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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