Sign Up Now You’re invited to my free Zoho Wednesday Webinar on Wednesday, May 27 at 12 PM EST. Join us for our FREE Wednesday Webinar on Wednesday, May 27 at 12:00 PM Noon EST as we cover one of the #1 questions I receive from Zoho users — email setup and marketing communication inside Zoho. We’ll discuss…
Zoho One gives you 45+ fully integrated apps in one powerful platform—eliminating the cost, complexity, and headaches of managing multiple systems. The result? Lower expenses, better visibility, and a business that runs smarter and faster. It’s not just a better deal—it’s a competitive advantage. Try Zoho One Now. Zoho One Sales & Marketing Apps…
View the Webinar You’re invited to my free Zoho Wednesday Webinar on Wednesday, March 18 at 12 PM EST. In this session, I’ll demonstrate 12 new features in Zoho CRM that can help you work smarter, stay better organized, and get even more value from your CRM. Whether you’re a long-time user or fairly new to Zoho, you’ll likely discover…
In the fast-growing ecosystem of business software, recognition isn’t handed out lightly—it’s earned. That’s why the recent promotion of Karen Fredricks from an Authorized Zoho Partner to an Advanced Zoho Partner marks a significant achievement, not just professionally, but as a reflection of consistent client success. What This Promotion Really Means Within the Zoho Corporation…
Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to our hard-earned content like it’s an all-you-can-eat buffet. For months, something odd kept happening on my site. On the 22nd of every month—like clockwork—a single visitor would politely (and I use that term loosely) tour all…
Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings together the tools you need to work efficiently – and they all integrate with Zoho CRM! Zoho Workplace bundles three core suites into one unified experience: Mail Suite: Zoho Mail (with calendar, tasks, contacts), Zoho…
I receive a lot of inquiries about Zoho’s product line. There are three basic Zoho products: Zoho Bigin, Zoho CRM and Zoho One. And there are additional levels for both the Bigin and CRM products ranging from free to $480/year/user. If that wasn’t confusing enough there also Zoho One that includes both Zoho CRM Enterprise…
Back in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years and I’m finding that many businesses running on QuickBooks eventually look for tighter integration with their CRM. Here’s the truth: you don’t need to purchase a link between your Accounting and CRM software if you…
Spring has sprung – and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect with customers via Line, in addition to improved WhatsApp features like message templates, threaded replies, and audio previews.Zoho Advanced Account Management: The new Account-Based Marketing (ABM) add-on helps identify and engage high-value accounts through enriched…
Date Wednesday, March 12, 2025 @ 12 PM EST Topic: Customizing the Zoho Home Page View Now! Every second Wednesday, we dive into exciting and practical topics to help you maximize the potential of Zoho CRM for your business. From learning the basics to exploring advanced features, our sessions are tailored for users of all…
I’ve worked with MicroCadd for more than 20 years, starting back in the days of Act! 6.0. Over time, it became clear that they had simply outgrown Act!—and for good reason: They needed to track transactions in multiple currencies. They operated across numerous locations. Their team included both English and Spanish speakers, requiring a CRM…
For decades, ACT! Pro was a trusted name in customer relationship management (CRM) software, helping businesses track leads, manage contacts, and use a sales pipeline. However, as of 2023, ACT! Pro is no longer available for purchase. While this marks the end of an era, it also opens the door to new opportunities. Enter Zoho…
As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me about CRMs along with my responses. What’s a CRM, and do I really need one? One of the most…
I receive a lot of inquiries about Zoho’s product line. In a previous post I outlined Bigin, the entry level Zoho product. In this post I’d like to give a quick comparison of the Zoho’s full-scale CRM products. Whether you’re ready to simply replace your existing maze of spreadsheets and scattered notes, or want a…
This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving, Black Friday and Christmas are right around the corner. Not to mention the various health insurance and other industry-specific deadlines. Why Can’t I use Outlook For My eBlasts? In short, while Outlook is useful for…
Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today’s world of software. I personally moved my own software from Act & QuickBooks to Zoho One over 5 years ago and have never looked back. Prior to moving my accounting from QuickBooks to Zoho Books…
Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field is a single piece of information such as a zip code, e-mail address or phone number. A record is all the associated fields for a single entity. An entity is a set of records. For…
I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my planning steps: Determine level of Zoho you need. There are two questions I normally ask prospects: How many custom…
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business (1-15 users) while my…
Over the last several years I have converted hundreds of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard part begins after your Act! data…
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether they should remain in Act or move to Zoho. The response varies on a case by case basis. Here are a few things to ask yourself when deciding between Act! or Zoho: What am I…
Start your free trial of Zoho One Here! Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One includes over 40 apps designed to manage all facets of your business. And they are all included as part of Zoho One for one low price!…
Whether you are running a start-up that needs an easy, low-cost accounting system or you are a well established company that has outgrown your existing accounting system you might consider taking a look at Zoho Books. There are several reason you might find Zoho Books to be a great accounting solution for your business including:…
No matter what kind of business you have, you need the proper software to run it and the proper hardware to run it on. But with so many platforms available, it can be difficult to make a decision That’s where a great Zoho CRM Consultant can help. The initial foray into software for many startups…
There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is the Number One selling accounting product in the US. However, not everyone who uses QuickBooks loves it; in fact, I often hear from my clients that they actually hate it. However, many QuickBooks users feel…
It is easy to remove records in ZOHO. Fortunately, it’s just as easy to recover them! The ZOHO Recycle Bin stores all the records from all the CRM modules as and attachments that are deleted from the ZOHO CRM.
Accounting might be the hardest part of running a business. One mistake might keep you awake for hours. That’s why you need Zoho Books. Zoho Books will make most of your accounting hassles disappear. This online accounting software makes everything cloud-based and completely digital so you can better manage your finances, automate business workflows, and…
Congratulations! You flew out to Denver, closed a big deal, and now you are sitting in the airport relaxing with a well-deserved glass of wine. But wait! It’s the end of the month and your expense report is due tomorrow. And if you don’t get the latest batch of expenses logged in you’ll have to…