How-to Guides

As an organization it is essential to streamline tasks and understand the Working hours a particular project is taking. It helps in tracking the efficiency and difficulties faced

Zoho CRM's Blueprint feature can be described as a digital representation of a business process, accessible through an online platform.

There is never a convenient time when everyone is available to respond to your emails simultaneously.You can now schedule sending emails directly from Zoho CRM.

Do you wish to manage CRM as well as account info together? It is now possible with Zoho CRM and Zoho Books integration.

Migrating from a comfort software to another is quite daunting. But, what needs to be done has to be done! And we are here to make your migration process simpler.

Creating workflow automation rules in Zoho CRM involves setting up specific actions that are automatically triggered under certain conditions.

Zoho Books is cloud-based accounting software that facilitates budget management, process automation, and cross-departmental collaboration. A place where you get a bird's-eye view of your business.

Accountants use journals to directly enter debit and credit entries for distinct financial transactions into the general ledger. The entries in the journal are arranged in chronological order. Sales Journals, Purchase Journals, Cash Disbursement Journal, and Cash Receipt Journal are the specialty journals.

The programme that comes with Zoho Mail Suite is a single-stop tool for managing tasks. You can give tasks due dates, set reminders, set goals, and break them down into subtasks when you add them. This lets you give work to other people in your team.

The term "exchange rate" refer to the valuation at which the base currency can be exchanged for any other currency.

You can automatically sort the bank feeds into groups with Transaction Rules. In the banking feature, transaction rules will help you find and sort bank transactions into groups based on the rules you've set.

While migrating from one software, data transfer can be a headache. and if there's a account or transaction report to transfer manually, it's no less than a bad dream! but there's a way to get yourself out of this nightmare and save up on your precious time!

Branching and expansion is a sign of flourishing business. When a company is successful, it can afford to spread its operations to other areas and serve a wider customer base

As a business owner switching from one Software to another can be a burden. But if it’s for organisation’s benefit, you don’t give it a second thought. The process of migrating the data can be troublesome