Zoho CRM Blog

Zoho CRM Blog

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CRM architecture, sales automation and pipeline best practices.

Keep Your Business Moving with Delegated Signing in Zoho Sign
NewsMar 12, 2026

Keep Your Business Moving with Delegated Signing in Zoho Sign

Zoho Sign now offers delegated signing, letting users assign a colleague to sign documents on their behalf while preserving traceability. Delegates use their own credentials, and assignments can span up to 30 days within a six‑month window, with only one...

By Zoho CRM Blog
How AI Is Reshaping What Customers Expect From Consultants
NewsMar 12, 2026

How AI Is Reshaping What Customers Expect From Consultants

AI tools are empowering clients to conduct their own data analysis, accelerating discovery phases and reshaping expectations of consulting firms. Customers now arrive with AI‑generated insights and demand help that goes beyond problem identification. The differentiator for consultants is strategic...

By Zoho CRM Blog
Regulatory Compliance for Enterprise Email
NewsMar 12, 2026

Regulatory Compliance for Enterprise Email

Enterprise email is now a security perimeter, and regulatory compliance has shifted from a checkbox to a strategic imperative. Certifications such as SOC 1, SOC 2, ISO 27001 and ISO 27701 provide the architectural blueprints that turn email into a trust asset rather than...

By Zoho CRM Blog
Automate CRM Data Hygiene with ETL Pipelines
NewsMar 10, 2026

Automate CRM Data Hygiene with ETL Pipelines

Clean, reliable data is the foundation of any effective CRM, yet most organizations watch their records degrade as leads flow in, updates occur, and integrations sync. Manual de‑duplication and field fixes are slow, error‑prone, and unsustainable at scale. Leveraging ETL...

By Zoho CRM Blog
Configure Org-Wide MFA with Zoho Directory + OneAuth
NewsMar 9, 2026

Configure Org-Wide MFA with Zoho Directory + OneAuth

Zoho Directory now lets administrators enforce multi‑factor authentication across an entire organization. The platform supports a range of factors—including biometrics, security keys, authenticator apps, and password‑less OneAuth Smart Sign‑In—while allowing conditional policies by role, location, or device. According to CISA,...

By Zoho CRM Blog
Zoho MCP: Launching the Future of Work
NewsMar 9, 2026

Zoho MCP: Launching the Future of Work

Zoho unveiled the Model Context Protocol (MCP), a shared communication layer that lets AI agents orchestrate actions across Zoho’s suite and over 300 third‑party applications with a single natural‑language prompt. By exposing a standard API, MCP translates user intent into...

By Zoho CRM Blog
App Spotlight: HostMyText Pro for Zoho CRM
NewsMar 5, 2026

App Spotlight: HostMyText Pro for Zoho CRM

HostMyText Pro adds native SMS capabilities to Zoho CRM, letting teams send, track, and manage text conversations without leaving the platform. The extension routes messages through secure business lines, automatically logging each interaction to customer records. Real‑time alerts, bulk messaging,...

By Zoho CRM Blog
Introducing PageSense 3.0 - Agency Edition
NewsMar 4, 2026

Introducing PageSense 3.0 - Agency Edition

Zoho unveiled PageSense 3.0 – Agency Edition, a new experimentation platform tailored for digital agencies, CRO consultants, and growth partners. The solution adds a centralized dashboard, isolated data environments, flexible visitor‑quota management, and real‑time usage alerts to simplify multi‑client testing. Core...

By Zoho CRM Blog
App Spotlight: Plug&Play Currency Sync for Zoho CRM
NewsFeb 24, 2026

App Spotlight: Plug&Play Currency Sync for Zoho CRM

Plug&Play Currency Sync for Zoho CRM now automates daily exchange‑rate updates, ensuring new deals, quotes and invoices use current rates while preserving historical values. The tool pulls rates overnight and allows up to two manual syncs per day, eliminating the...

By Zoho CRM Blog
App Spotlight: Clearout Email Verifier for Zoho CRM
NewsFeb 24, 2026

App Spotlight: Clearout Email Verifier for Zoho CRM

Zoho Marketplace highlights Clearout Email Verifier, a native extension that validates and cleans email addresses directly within Zoho CRM. The tool performs over 20 validation checks—including syntax, catch‑all, and spam‑trap detection—with 99% accuracy, allowing users to sync verified results back...

By Zoho CRM Blog