Blog

When it comes to appointment scheduling and managing appointments, the right tools and integrations can make all the difference. Whether you're using Zoho Bookings, Calendly, or Acuity, having them work in sync with your Zoho CRM is efficient and organized. ZPortals can be the bridge between your...

Creating a tailored experience is key in any user-centric platform. Custom ZPortals pages achieve this by offering flexible, profile-based content that enriches each user’s journey. These pages are designed to improve the standard portal experience. They empower admins to deliver unique content...

When users first log in, custom ZPortals dashboards set the stage with versatile features that ensure they quickly find what they need. Tailored by profile and designed for flexible use, the ZPortals dashboard can enhance each customer's journey, whether they require high-level insights, quick...

Localizing ZPortals is essential if you want to deliver a native language experience for your users. ZPortals seamlessly integrates with your WordPress site and Zoho CRM, offering a customizable solution that can be translated into your preferred language. While ZPortals doesn’t come with a...

When managing a workforce, especially in industries where tracking fieldwork and project time is crucial, having a reliable system for efficient time and expense tracking is key. Zoho CRM offers an incredibly versatile framework that allows you to create a complex time-tracking module that...

We are thrilled to announce the launch of Version 5.0 of our software, a milestone release for our SaaS platform. This update is all about enhancing user engagement and personalization, and we would like to highlight two game-changing features that will transform how you interact with your clients...

Organizations often have a need to request and or share documents with their clients, partners or other stakeholders. While there are many great document management solutions available, they fall short when it comes to requesting specific documents, allowing users to track which documents have...

How are you using Zoho?  All organizations have unique requirements for their business software. While some come to Zoho for only one or two apps, many others integrate several of Zoho One’s suite of software solutions into their business workflows. Companies trust Zoho to facilitate everything...

Keep Your Meetings Productive and On Point with Zoho Meeting Agendas and Client Portal A common struggle for leaders across all organizations is setting up and running effective meetings. While there are a number of good solutions for scheduling meetings, there is a severe drought in tools to aid...