• Industry Solutions
    • Solution Builder
    • Professional Services
      • Zoho for Management Consultant
      • Zoho for Managed Services Consultants
      • Zoho for CPA’s
      • Zoho for IT Companies
      • Zoho for Engineering Firms
      • Zoho for Non Profits
      • Zoho for Healthcare Professionals
      • Zoho for Marketing Agencies
      • Zoho for Insurance Brokers
      • Zoho for Mortgage Brokers
    • Education
    • Medical
    • Real Estate
    • Coaching Vertical
  • Our Services
    • Zoho Services
      • Implementation
      • Development
      • Consulting
      • Backup Options
      • Explore ZOHO Products
    • Custom Client Portals
    • Telephone Systems for Zoho CRM
  • Our Company
    • Our Process
    • Careers
    • Our Blog
    • Thought Leadership Series
  • Client Login
Best Ways to Potect and Maintain Your Zoho CRM with Periodic Health Checks

Best Ways to Potect and Maintain Your Zoho CRM with Periodic Health Checks

by Catalyst Connect | Jan 23, 2023 | Zoho Customization, Zoho Settings, New Features, Zoho Features, Blog, Google, News, CRM, Zoho, Zoho CRM, Zoho One

How Healthy is Your CRM? When was the last time you checked the health of your CRM?  A CRM Health Check is a comprehensive review of your CRM data, systems, processes, and security features. The goal is to make sure that the data in your CRM is clean, useful, and...
The importance of setting up user roles and profiles in Zoho One

The importance of setting up user roles and profiles in Zoho One

by Catalyst Connect | Nov 4, 2022 | Zoho CRM, Zoho One, Email Marketing, Zoho Campaigns, Zoho Customization, Blog, CRM, Zoho Settings, Zoho, Zoho Features, SEO, Zoho Desk

Zoho Feature Updates: Subforms

Zoho Feature Updates: Subforms

by admin | Mar 26, 2018 | Blog, News, CRM, Zoho, Zoho CRM, New Features, Zoho Features

Additional Date Within CRM Modules through Subforms Zoho CRM already allows a lot of customization within each module, but there is certainly more that can be added. With the newest update, Zoho released Subforms within CRM modules. The subforms are basically a table...
Zoho Feature Updates: Zia Reminder

Zoho Feature Updates: Zia Reminder

by admin | Mar 23, 2018 | Blog, News, CRM, Zoho, Zoho CRM, New Features, Zoho Features

Let Zoho’s Virtual Assistant, Zia, Set Your Reminders Do you have time to set reminders for every single contact in your Zoho CRM? No? Neither do we. But Zoho is here to help. In the newest Zia update, Zoho has released the ability to set reminders for records,...
Zoho Feature Updates: Enhanced Zoho Desk Integration

Zoho Feature Updates: Enhanced Zoho Desk Integration

by admin | Mar 22, 2018 | Zoho, Zoho Customization, New Features, Zoho Features, Zoho Desk, Blog, CRM

Zoho Desk and Zoho CRM Integration Zoho Desk is Zoho’s Help Desk application that utilizes the use of tickets and KnowledgeBase in order to best serve customers. Zoho has now introduced an enhancement to the Zoho Desk to Zoho CRM integration. This includes added...
Zoho Feature Updates: Widgets

Zoho Feature Updates: Widgets

by admin | Mar 19, 2018 | New Features, Zoho Features, Blog, News, CRM, Zoho, Zoho CRM, Zoho One, Zoho Customization

Widgets in Zoho CRM With the release of their newest feature, Widgets, Zoho is aiming to support external applications within the Zoho CRM. The widgets allow building of embeddable UI components, along with integration, within the CRM. Zoho currently supports four...
« Older Entries

Recent Posts

  • Best Ways to Potect and Maintain Your Zoho CRM with Periodic Health Checks
  • Ace Hardware Great Lakes Delivery Management System Case Study
  • Zoho Data Import and Deduplication App
  • The importance of setting up user roles and profiles in Zoho One
  • Zoho CRM User and Company Details

Categories

  • Marketing (1)
  • Zoho Campaigns (2)
  • Zoho Customization (16)
  • Zoho Settings (9)
  • New Features (18)
  • Zoho Features (17)
  • Uncategorized (1)
  • Zoho Desk (2)
  • Blog (36)
  • Google (4)
  • News (17)
  • Shopify (1)
  • CRM (37)
  • Zoho (39)
  • Website Design (5)
  • SEO (2)
  • Zoho CRM (29)
  • Zoho One (11)
  • Email Marketing (4)
Catalyst Connect logo

Catalyst Connect provides innovative software solutions and strategic consulting to help businesses create a polished presence on the web, operate more efficiently, and bring their ideas to life through mobile and web application development.

OUR SERVICES

Zoho Consulting
Customer Portals
Real Estate CRM
Phone Systems

OUR COMPANY

Careers
Contact us
Client Login
Thought Leadership Series

QUICK LINKS

Privacy Policy
Terms & Conditions
Master Service Agreement
SCHEDULE MEETING
  • Follow
  • Follow
  • Follow
  • Follow

© 2012 – 2025 Catalyst Connect | All Rights Reserved

  • CONTACT US