Svennis Blog

Digital transformation, tips & tricks, business best practice, and everything Zoho.

Abstract blocks rearranging into a tidy grid, suggesting a record page being reorganised around its users

Redesigning Zoho CRM record pages with Canvas around what each team does

Oct 10, 2026

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Zoho CRM API limits and credits explained for teams building integrations

Oct 8, 2026

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Cross-app dashboards in Zoho Analytics for CRM, Desk and Books data

Oct 7, 2026

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Zoho SalesIQ live chat feeding CRM: getting clean leads with the right owner

Oct 6, 2026

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A customer portal built in Zoho Creator: what to plan before you build

Oct 5, 2026

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UK bank feeds and reconciliation in Zoho Books, set up for a weekly check

Oct 5, 2026

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Connecting Zoho CRM to other systems with webhooks: a practical guide

Oct 5, 2026

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Zoho Payroll UK options and how to connect UK payroll to Zoho Books

Oct 5, 2026

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Zoho Inventory pricing: plans, add-ons and the real cost once Books and CRM are connected

Oct 4, 2026

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Payment reminders and credit control in Zoho Books, set up properly

Oct 3, 2026

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Zoho Projects pricing explained, and when Zoho One is the better buy

Oct 2, 2026

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Choosing extensions from the Zoho Marketplace: what to check before you install

Oct 1, 2026

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A help centre in Zoho Desk: how to plan, structure and launch one customers use

Oct 1, 2026

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PECR and the soft opt-in: UK email marketing rules and recording them in Zoho CRM

Sep 27, 2026

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Territory management in Zoho CRM: how to set it up so it holds

Sep 27, 2026

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Custom modules or a Creator app for extending Zoho CRM: how to decide

Sep 27, 2026

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Zoho and Microsoft 365 together: what to connect and what to leave alone

Sep 27, 2026

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What a Zoho partner does day to day, from first workshop to ongoing support

Sep 27, 2026

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Zoho Billing with CRM and Books: reports and VAT that reconcile

Sep 27, 2026

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Direct Debit and card payments in Zoho Billing: a setup guide for UK businesses

Sep 27, 2026

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Setting up Zoho Billing for a UK subscription business

Sep 27, 2026

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Zoho Analytics plans and prices for UK firms and how to choose the right one

Sep 27, 2026

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Scheduled email reports and sharing in Zoho Analytics, set up the right way

Sep 27, 2026

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Zoho CRM reports or Zoho Analytics: which you need and how to decide

Sep 27, 2026

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Weekly Companies House check with a Zoho CRM schedule, step by step

Sep 27, 2026

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Check Companies House from a Zoho CRM workflow to verify UK accounts automatically

Sep 27, 2026

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Validate UK VAT and company numbers in Zoho CRM with a client script

Sep 27, 2026

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Zoho Creator pricing: what a Creator app really costs to build and run

Sep 27, 2026

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Testing a Zoho CRM customisation in a sandbox before it goes live

Sep 26, 2026

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Ask Zia and Zia Skills for a Sales Team Using Zoho CRM

Sep 26, 2026

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Writing Deluge with Zia in Zoho CRM and what to check before you deploy

Sep 26, 2026

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CRM Reports Directors Actually Read and How to Build Them in Zoho

Sep 26, 2026

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Training a new starter on Zoho CRM in two weeks: a day-by-day plan

Sep 25, 2026

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Building a Zoho Creator app and going live without the usual launch problems

Sep 25, 2026

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Zoho One explained for UK firms: what is inside and when the suite makes sense

Sep 25, 2026

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An AI step inside Zoho Flow: how to add one without polluting your CRM or Desk

Sep 25, 2026

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Autoscan in Zoho Books for UK bills and VAT: keeping the tax lines right

Sep 25, 2026

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Zoho CRM partners in the UK: judging tier, track record and integration skill

Sep 25, 2026

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VAT returns from Zoho Books under Making Tax Digital: a step by step guide

Sep 24, 2026

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Quotes in Zoho CRM: templates, approval and e-signature from start to finish

Sep 24, 2026

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Zoho CRM Mobile App: What Field Sales Actually Use Day to Day

Sep 24, 2026

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Zia lead scoring for a UK sales team: how to set it up in Zoho CRM

Sep 24, 2026

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Zia Replies in Zoho Desk for UK Support Teams: How to Set Them Up Properly

Sep 24, 2026

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Zia in Zoho CRM: what it actually does for a small sales team

Sep 24, 2026

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Zoho Desk setup for a small support team, step by step

Sep 24, 2026

Abstract layered blocks settling into ordered rows, suggesting records loading into a system in sequence

Importing data into Zoho CRM without breaking your records

Sep 24, 2026

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Zoho CRM setup checklist for a UK firm: the build, step by step

Sep 24, 2026

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Zoho Inventory partners: what they should connect for you

Sep 23, 2026

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Zoho partner London: how to choose the right implementation team

Sep 23, 2026

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Zoho Books partner services: what to expect beyond the initial setup

Sep 23, 2026

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Zoho CRM help for when your setup no longer fits your sales process

Sep 23, 2026

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Zoho consultant selection: how to choose one that has actually delivered

Sep 23, 2026

Intermediate Zoho CRM: Beyond the Basics

Oct 21, 2025

The Basics of Zoho CRM: A Guide for Beginners

Sep 10, 2025

Zoho CRM's Q1 2025 Update: AI Features That Actually Deliver ROI

May 23, 2025

Vibe Code: Usefulness and Dangers

May 5, 2025

Svennis Named a Premium Zoho Partner

Apr 28, 2025

What is a Zoho Partner?

Apr 25, 2025

How to Customize Your CRM

Nov 4, 2024

How to Set Up SLAs for Timely Customer Support Responses

Oct 21, 2024

How to Track Sales Goals and KPIs with a Modern CRM

Oct 15, 2024

How to Master Ticket Assignments in Your Customer Support Department

Oct 9, 2024

How to Manage Your Business Leads and Opportunities in 2024

Oct 7, 2024