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The CRM Zen Show – Episode 48 – It’s All About Cliq & Subforms

Zoho News Zoho Mail Issues Zoho had a day of intermittent mail issues.  They were fixed after about 16 hours. Online Meeting Apps for Zoho CRM You can now connect popular online meeting apps like Zoom, GoToMeeting, and Webex to your events in Zoho CRM. Zoho Product Updates: Zoho People Enhances Onboarding Step by Step […]

The CRM Zen Show – Episode 47 – On Fleeq

Zoho News Validation Rules in Zoho Desk Enforce data standardization in Zoho Desk Zoho Invoice Timesheet Approval A much-needed feature. Zoho Recruit Updates and Announcements Recruit turns 10. LinkedIn and Facebook ATS certification Zoho Social Update You can now view and respond to Questions on your Google My Business listing Things We Noticed Campaigns Get’s […]

The CRM Zen Show – Episode 46 – It’s Very HubSpotty

Zoho News Zoho Assist Get’s Its Own Marketplace Integration with a variety of Helpdesks: Jira, FreshDesk, ZohoDesk, ServiceNow, and ZenDesk Zoho CRM Winner of PCMag’s Business Choice Awards 2019 A clean sweep in all categories.   All you need to know about Blueprints in Orchestly Not really news.  But a quick rundown of Orchestly’s abilities. […]

The CRM Zen Show – Episode 45 – Zia Does What?

Zoho News Writer Gets Better Image Handling Some nice image editing tools Zoho Assist now has voice and video chat We talked about this a few weeks ago, and it is now live. Zoho Desk Now Integrates with Intercom! And interesting Integration to say the least. Zoho Books Updates A lot of updates this month. […]

The CRM Zen Show – Episode 44 – WorkDrive Gets Real

Zoho News Advanced Filters Reporting in Zoho Books Reporting in Zoho Books gets some needed filters. Introducing Zoho Sign’s integration with WebMerge WebMerge gets full Zoho Sign Integration Zoho WorkDrive Updates Some major updates here You can now migrate from Zoho Docs to Zoho WorkDrive.  Here is how to request access: A request must be […]

The CRM Zen Show – Episode 43 – Green Bubbles – May 27, 2019

Zoho News Zoho Recruit Gets Zia for Candidate Matches Smart Search is all this appears to be. Introducing Town Hall in Zoho Connect Basically an Interactive Meeting in Connect. Questions can be submitted via chat. Zoho MarketingHub plugin for WordPress Visitor Tracking in WordPress with some nice form integration. SalesIQ’s Android App Upgraded This is […]

The CRM Zen Show – Episode 42 – GoHo – May 20, 2019

Zoho News Zoho Meeting Updates New dial-in and toll-free numbers Conference details in invitation emails Control over automated webinar emails Zoho Cliq’s new integration with Zoho Projects You can now pull Project Data into Cliq. Zoho Recruit’s Reporting Hierarchy Zoho Recruit now enables you to assign reporting managers to the users in your organization for […]

The CRM Zen Show – Episode 40 – It’s Magical – May 6, 2019

Zoho News RSS Bot for Cliq You can now add RSS feeds into Cliq Marketplace Extensions for Zoho Projects – An Update A follow-up on a story we covered a month ago on Projects Extensions Analytics Updates A lot of new data sources to pull from.  And some pretty new graphics. Zoho People integrates with […]

The CRM Zen Show – Episode 39 – Bye Bye Grammarly – April 29, 2019

Zoho News Zoho Academy Commerce Module A step by step guide to get set up with Zoho Commerce Plus Client Portal for Recruitment Agencies Zoho Recruit gets a client portal to support recruitment agencies. Doc Scanner for iOS A product that has been around for a bit that is now has a big update to […]

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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