Zoho for Startups | The Complete Guide | Zoho Premium Partners

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As a startup, you'll need to get your business set up quickly. In this video, we walk you through a number of Zoho apps to help you get your business up and running in less than 1 hour!
Specifically, we talk about:
00:00 - Introduction
01:13 - Setup of Zoho CRM for lead management
12:51 - Setup of Books for invoicing
19:03 - Setup of Zoho Bookings for taking meetings
Want to learn more about why Zoho is perfect for startups? Check our blog post now: bluroot.ca/zoho-for-startups/
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Texting for Zoho CRM
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[@user-eg1ot2yz4s]

Massimo, you are very good at Zoho.

[@bwroolie]

this is a really good how to tutorial for setting up Zoho smoothly right from the beginning. much better content than all the other tutorials out there. quick and to the point with tips on how to make the applications integrate efficiently with each other. best one I've come across so far. thanks for the great content!

[@chrisatthejerseyshore]

Hi Massimo. This is a fantastic video overview. Wow. I am going to start watching the rest of your videos. Thanks again. Chris

[@MM-lw6ox]

Great job, just what I was looking for. Thank you

[@BluRoot]

Great to hear that! Remember to subscribe to our channel to get a new video every week with new tips and guides on Zoho 💙

[@lessonsfromthelivingroom]

Helpful video. Thank you.

[@robw964]

Awesome vid mate, appreciate it :D

[@BluRoot]

Glad you liked it!

[@dimitrislogothetis8261]

keep making videos like this , you are the best!!!!!!

[@BluRoot]

Thanks! Glad to hear the videos are helpful.

[@atastefortheroad4475]

Nice overview of the platform.

[@BluRoot]

We're glad it was helpful. Don't forget to subscribe for more videos on Zoho :)

[@tommylinsley2081]

Wow. This is probably the best Zoho tutorial I have seen! Thank you. For a few years, I have been trying to adopt Zoho fully. I've never taken advantage of the full Zoho One suite of apps (although I've paid for ZohoOne for a few years already.) ZohoMail is the only one I use every day. I've tried to use the other apps, but I'm always disappointed due to complexity, or just unattractive user interfaces. This video could be what finally helps cure the love / hate relationship.

[@BluRoot]

Hi Tommy, That is great to hear.. it really is a great suite if you can trim some of the complexity out. Best of luck

[@kimoosaw]

this video is awesome, alot of great information and useful tips !! please keep uploading new videos about zoho CRM also would you recommend zoho CRM Plus for new startup company ?

[@BluRoot]

Hi Kamil, thanks for the feedback! I would honestly recommend Zoho One for your startup, it gives you way more applications and room to grow! Check it out.

[@kimoosaw]

@@BluRoot you are more than welcome i really gained alot of information for this video Thank you so much for the recommendation i hope it will fit my needs for real estate business.

[@baloshi69]

2:32 is the country should be the country of registrat6of LLC or company. Like i am from Pakistan, but my LLc is registered in US Delaware

[@trezelleinc8106]

My issue is with the contact card, I already created the layout that I want because there are alot of locked fields on the "standard layout" however I cannot seem to figure out how to make the layout I created be the layout used in my contacts. Do you have a video or way around this?

[@BluRoot]

Hi Trezelle, You can make a default layout so that when you add a contact it always defaults to one specific layout. This article here and number "8" will explain it: help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/page-layout-faq

[@Phoenixukification]

I have made so many mistakes on the setup after watching this that I just want to delete it all and start again. Actually is that an option?

[@leratoconsult5906]

Please i need help with insurance brokers setup, is that possible?

[@BluRoot]

Hi Lerato, thanks for reaching out! You can use our website to book a free consultation with Massimo bluroot.ca/insurance/ or email [e-mail] with your needs!