Rephonic
Artwork for The CRM Zen Show
Zoho
Zoho CRM
Zoho Desk
Zoho Books
CRM
Bigin
Zoho Analytics
Zoho Creator
Zoho One
Zoho Projects
Zoholyx
Zoho Inventory
Zoho Sign
Whatsapp
Google Address Autocomplete
CRM For Everyone
Zee Portals
Zoho Writer
Zoho Voice
Artificial Intelligence

A weekly podcast devoted to all things Zoho

PublishesWeeklyEpisodes300Founded8 years ago
Number of ListenersCategories
TechnologyTech NewsNews

Listen to this Podcast

Artwork for The CRM Zen Show

Latest Episodes

**********

This week we talk about:

• Zoho: Announcements Hub

• Zoho Analytics: May 2026 Feature Updates

• Zoho Inventory: April & May 2026 Updates

• Our Code Share, Read, Tip and Question of the Week

• Read the show notes: https://... more

This week we talk about:

• Zoho CRM: Old UI Retires July 15

• Zoho Bigin: AI Features Come to the Web App

• Zoho Payments: Manage Payment Links, Refunds, and Payouts with MCP

• Our Code Share, Read, Tip and Question of the Week

• Read... more

YouTube

This week we talk about:

• Zoho CRM: Switch Between Multiple LLMs Instantly

• Zoho Recruit: AI-Powered Summaries for Records, Notes, & Emails

• Zoho Webinar: AI Recording Features

• Our Code Share, Read, Tip and Question of the Week

... more

YouTube

This week we talk about:

• Zoho CRM: Custom Columns in Forecasts

• Zoho Desk: SalesIQ Live Chat Widget Upgrade

• Zoho Books: May 2026 Product Updates

• Our Code Share, Read, Tip and Question of the Week

• Read the show notes: https://... more

YouTube

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Simply Bitcoin
Simply BitcoinSimply Bitcoin
What Bitcoin Did
What Bitcoin DidDanny Knowles
Global News Podcast
Global News PodcastBBC World Service
The Artificial Intelligence Show
The Artificial Intelligence ShowPaul Roetzer and Mike Kaput
The Daily
The DailyThe New York Times

Recent Guests

Kendall McDowell
Manager of Bookkeeping Services
Zenatta Consulting
Episode: CRM ZEN SHOW Episode 389
Jed Sapson
Representative from Avalara
Avalara
Episode: CRM ZEN SHOW Episode 355
John Mark Bantok
Representative from Hualis Connect and Zee Portals
Hualis Connect, Zee Portals
Episode: CRM ZEN SHOW Episode 306
Mike Tribbo
Representative from Avalara specializing in sales tax compliance.
Avalara
Episode: CRM ZEN SHOW Episode 306
Anna Acosta
Zoho representative.
Zoho
Episode: CRM ZEN SHOW Episode 306

Hosts

Tyler Colt
Host with Zenatta Consulting; frequent Zoho-focused commentary and practical implementation tips.
Greg Belknap
Co-host/host-on-the-show; Zoho ecosystem expert providing practical guidance and deep-dives.

Reviews

4.7 out of 5 stars from 14 ratings
  • Invaluable

    The fact that you are giving away this info is amazing. So generous. Greatly appreciated.

    Apple Podcasts
    5
    Abanks_23
    United States3 years ago
  • Zoho sign

    You guys skipped over the details of the Zoho sign integration with Zoho finance. I would appreciate a deep dive into what that integration accomplishes.

    Apple Podcasts
    4
    wannaknowmore
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Entertaining banter with actionable guidance for admins and consultants.
Strong hands-on Zoho focus and community resources.
Occasional desire for deeper dives on specific integrations (e.g., Zoho Sign).
Valuable practical tips and real-world workflows.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#155
South Africa/Technology

Talking Points

Recent interactions between the hosts and their guests.

CRM ZEN SHOW Episode 403
Q: What is the best approach for setting up a B2B portal for customers to place orders in Zoho, and how do you handle pricing and access control?
The hosts suggest starting with Zoho Commerce as the easiest entry point for B2B ordering and invoicing, as it provides storefront capabilities and price lists. If Commerce falls short for certain needs, they recommend Creator for federated logins and tighter visibility, though presenting price lists there is more complex. They also discuss using a CX flow with Creator or a combination of Commerce plus a custom Creator app to tailor user access, viewing permissions, and invoicing options, including a pay-later setting. The overall strategy is to test Commerce first for user experience and then layer in Creator for advanced access control and custom workflows.
CRM ZEN SHOW Episode 402
Q: How can I change the Upset Record required field to be the phone number instead of email as my company uses this field as the unique field?
In Zoho Forms, when linking the form to CRM, enable Upset Record and set the order of importance for unique fields so that phone can be the primary unique identifier; ensure the phone field is marked as unique in the CRM to appear as an option, then move it to the top.
CRM ZEN SHOW Episode 399
Q: Could Command Center 2.0 work as a one-step bridge to trigger a CRM action from an external app instead of wiring through Zoho Flow or Deluge?
In theory, Command Center 2.0 can map a webhook signal from an external app to a stage in CRM, allowing cross-app actions without coding, but the hosts note that for simple, one-step data transfer a direct Zoho Flow or a Deluge-driven workflow may still be simpler and more reliable until the feature stabilizes.
CRM ZEN SHOW Episode 397
Q: When a deal is won, what is the natural next step in Zoho to track post-win activities like contracts, POs, and shipping?
There are several viable paths, including modeling post-win work as tasks within the deal, or creating a dedicated projects workflow for a more complex, dependency-driven fulfillment; some teams use a separate billings module for time-based work, but retaining deal context is key so that fulfillment teams see the original sales details and commitments.
CRM ZEN SHOW Episode 361
Q: How can knowledge base articles be structured to benefit both agents and AI?
The articles should be written from a customer's perspective to ensure clarity for both agents and AI.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The CRM Zen Show

What is The CRM Zen Show about and what kind of topics does it cover?

A Zoho-focused, practical-leaning show that blends product updates, real-world workflows, and hands-on tips for admins, consultants, and teams deploying Zoho across CRM, Projects, Desk, Sign, and related tools. Episodes frequently translate new features into actionable use cases—ranging from low-code widget strategies and customized data structures to portal automation and multi-application orchestration—while maintaining a light, collaborative vibe and community-centered resources. Sponsorships and community programs are recurring notes, and guests (when present) tend to illustrate concrete implementations rather than high-level overviews. This combination makes it valuable for professionals evaluating Zoho deployments, partners pitching Z... more

Where can I find podcast stats for The CRM Zen Show?

Rephonic provides a wide range of podcast stats for The CRM Zen Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The CRM Zen Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The CRM Zen Show get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The CRM Zen Show, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The CRM Zen Show?

Rephonic provides comprehensive predictive audience data for The CRM Zen Show, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The CRM Zen Show have?

To see how many followers or subscribers The CRM Zen Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The CRM Zen Show?

These podcasts share a similar audience with The CRM Zen Show:

1. Simply Bitcoin
2. What Bitcoin Did
3. Global News Podcast
4. The Artificial Intelligence Show
5. The Daily

How many episodes of The CRM Zen Show are there?

The CRM Zen Show launched 8 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The CRM Zen Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The CRM Zen Show?

Rephonic pulls ratings and reviews for The CRM Zen Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The CRM Zen Show?

Rephonic provides full transcripts for episodes of The CRM Zen Show. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The CRM Zen Show?

Recent guests on The CRM Zen Show include:

1. Kendall McDowell
2. Jed Sapson
3. John Mark Bantok
4. Mike Tribbo
5. Anna Acosta

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days