Rephonic
Artwork for The CRM Zen Show
Zoho CRM
Zoho
Bigin
Zoholyx
Zoho Analytics
Zoho One
Zoho Books
Zee Portals
Zoho Desk
Kanban
Zoho Contracts
Dashboards
UTM Tracking
Zoho Campaigns
Zoho Learn
Zoho Payroll
Email Deliverability
Subforms
Whatsapp
X API

A weekly podcast devoted to all things Zoho

PublishesWeeklyEpisodes300Founded8 years ago
Number of ListenersCategories
NewsTech NewsTechnology

Listen to this Podcast

Artwork for The CRM Zen Show

Latest Episodes

This week we talk about:

• Zoho CRM: Zia Agents Can Now Be Deployed as Digital Employees

• Zoho Analytics: March 2026 Product Updates

• Zoho Sign: Document Retention

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

• Read the show... more

This week we talk about:

• Zoho CRM: Queries Support Databases and Cloud Data Sources

• Zoho Desk: Department-Based Notification Preferences for Agents

• Zoho Billing: February 2026 Product Updates

• Our Code Share, Read, Tip and Questio... more

This week we talk about:

• Zoho CRM: Kiosk Studio Notes Actions and Dynamic Visibility

• Zoho Desk: Zia Assistant Bot for Deluge Script Generation

• Zoho CommandCenter: Scalability Enhancements and New Journey Builder Features

• Our Code... more

This week we talk about:

• Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition

• Zoho Books: Advanced Reporting Tags and Inventory Management Enhancements

• Zoho Bookings: Online Group Appointments with Auto-Generated ... more

YouTube

Key Facts

Accepts Sponsors
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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 Cole
Host with extensive knowledge about Zoho products and processes.
Greg Belknap
Co-host known for his insights and updates on various Zoho applications and tools.

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.

Listeners appreciate the informative nature of the content, highlighting the generosity of insights shared by the hosts.
Some listeners express a desire for deeper exploration of specific integrations and features.

Chart Rankings

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

Apple Podcasts
#248
South Africa/Technology

Talking Points

Recent interactions between the hosts and their guests.

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.
CRM ZEN SHOW Episode 351
Q: Has anyone found a way to automate, automatically create a Zoho Projects project from an accepted Zoho Books quote with tasks and budgets reflecting the quoted items?
Yes, using deluge code, you can automate creating a project in Zoho Projects for an accepted quote in Zoho Books.
CRM ZEN SHOW Episode 356
Q: What's that?
Sean had a question about sales orders and quoting processes.

Audience Metrics

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Frequently Asked Questions About The CRM Zen Show

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

Covering a wide range of updates and features related to Zoho applications, this podcast provides listeners with practical insights and a detailed overview of the latest developments in the Zoho ecosystem. The hosts frequently discuss enhancements across various Zoho products, including Zoho CRM, Zoho Books, Zoho Desk, and updated integrations, all while delivering relevant tips for maximizing these tools' effectiveness in business settings. Notably, the podcast is characterized by a lively and engaging format, where hosts often underscore the importance of user experience, automation, and the integration of AI tools within the Zoho framework, making it particularly valuable for existing Zoho users and businesses considering the platform.

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Which podcasts are similar to The CRM Zen Show?

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

1. The Artificial Intelligence Show
2. Up First from NPR
3. The Ezra Klein Show
4. 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.

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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.

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