How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It
ZOHO

How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It

Karen – December 2, 2025
Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to...
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Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
ZOHO

Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)

Karen – October 21, 2025
If you’re still using an older version of Act! CRM—especially classics like Act! 6.0—you’ve probably noticed the cracks starting to...
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Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
ZOHO

Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t

Karen – October 1, 2025 – 4 Replies
“Free” sounds great—especially when it comes to CRMs. Zoho’s free editions of Zoho CRM and Bigin are surprisingly capable, but...
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Create Quotes in Zoho CRM Without Extra Software
ZOHO

Create Quotes in Zoho CRM Without Extra Software

Karen – September 1, 2025
QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks...
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Salesforce vs. Zoho: Acquisitions vs. Innovation
ZOHO

Salesforce vs. Zoho: Acquisitions vs. Innovation

Karen – August 20, 2025
Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it's a lot better...
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Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag
ZOHO

Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag

Karen – August 12, 2025
Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings...
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Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses
ZOHO

Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses

Karen – August 5, 2025
Choosing accounting software? While QuickBooks is the big name, Zoho Books delivers more value, tighter CRM integration, and online access—at...
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Zoho Voice: Give Your Business a Voice That Works Smarter
ZOHO

Zoho Voice: Give Your Business a Voice That Works Smarter

Karen – July 28, 2025
Tired of juggling phone calls, sticky notes, and your CRM? With Zoho Voice, you can make and receive calls right...
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Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

Karen – July 3, 2025 – 2 Replies
I receive a lot of inquiries about Zoho's product line. There are three basic Zoho products: Zoho Bigin, Zoho CRM...
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Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM
ACT! CRM ZOHO

Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM

Karen – June 30, 2025
Back in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years...
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Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box
ZOHO

Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box

Karen – June 2, 2025
Are you using both ACT and QuickBooks? Tired of doing double-entry? We've got the answer!
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Zoho Bigin vs. Zoho CRM: Which One’s Right for You?
ZOHO

Zoho Bigin vs. Zoho CRM: Which One’s Right for You?

Karen – May 30, 2025 – 4 Replies
When it comes to managing customer relationships, Zoho has a whole toolbox ready—but two of its most popular options are...
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A Complete Guide to Zoho CRM Field Types
ZOHO

A Complete Guide to Zoho CRM Field Types

Karen – May 1, 2025 – 4 Replies
When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether...
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What’s Included in the Free Edition of Zoho CRM?
ZOHO

What’s Included in the Free Edition of Zoho CRM?

Karen – April 26, 2025 – 2 Replies
In a previous article I talked about the escalation in the Act CRM product when they introduced "Act Advantage." If...
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Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
ACT! CRM ZOHO

Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power

Karen – April 20, 2025 – 2 Replies
When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright...
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Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements
ZOHO

Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements

Karen – March 31, 2025
Spring has sprung - and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect...
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Why Are So Many Businesses Leaving Act! for Zoho CRM?
ZOHO

Why Are So Many Businesses Leaving Act! for Zoho CRM?

Karen – February 2, 2025
In recent years, there’s been a notable shift in the CRM landscape. A growing number of businesses that once relied...
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Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
ZOHO

Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD

Karen – January 12, 2025
I’ve worked with MicroCadd for more than 20 years, starting back in the days of Act! 6.0. Over time, it...
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Stay Connected Anywhere with the Zoho CRM Mobile App
ZOHO

Stay Connected Anywhere with the Zoho CRM Mobile App

Karen – January 2, 2025
You use Zoho CRM. You’ve got a smartphone. And you want to link the two together! Luckily, you don’t need...
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How Do I Export All of My Data Out of Act CRM?
ACT! CRM CRM Data Migration ZOHO

How Do I Export All of My Data Out of Act CRM?

Karen – September 15, 2024 – 8 Replies
One of the most common questions I get is, "How do I export Act data out of Act CRM.?" Most...
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Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software
ACT! CRM ZOHO

Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software

Thinking About Moving from ACT! to Zoho? Here's Why Cloud-Based CRM Makes Life Easier If you've been using ACT! for…
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Featured Posts

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!
Karen – November 1, 2026

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!

Why You Should Never Store Your ACT! Database in Dropbox or OneDrive If you've been using ACT! for years, you…
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DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?
Karen – October 28, 2026

DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?

Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration…
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CompanyCam and Zoho CRM Integration for Sign Companies
Karen – October 15, 2026

CompanyCam and Zoho CRM Integration for Sign Companies

CompanyCam and Zoho CRM: A Powerful Integration for Field Service Businesses If your business relies on site visits, installations, inspections,…
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Customize Your Zoho CRM Homepage with ChatGPT
Karen – October 4, 2026

Customize Your Zoho CRM Homepage with ChatGPT

How to Use ChatGPT to Create a Customized Zoho CRM Homepage If you use Zoho CRM every day, you know…
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