Zoho insights and guides
Straits Partners publishes practical guides on running your business with Zoho: CRM, accounting, inventory, live chat, recruitment and integration. Each guide states what the vendor documents, links to the source and shows the date we last checked it, so you can rely on the facts and check them.
Moving from spreadsheets to Zoho CRM without losing data
How to move customer and sales data from Excel or CSV files into Zoho CRM: file preparation, Zoho's import limits, duplicates and undoing a bad import.
16 October 2026
Moving from Tally to Zoho Books, step by step
How to move from Tally to Zoho Books in India: what to export, the order to import it in, how to enter opening balances and how to check the result.
16 October 2026
The GCC Tech Stack in India: Start and Scale on One Zoho Platform
The business software a Global Capability Centre in India needs, layer by layer, and how to run it on one Zoho platform with two vendors instead of many.
15 October 2026
Customised Zoho Books for Superior Financial Management
How custom fields, validation rules, buttons, links, modules, views, related lists and web tabs adapt Zoho Books to your own finance process.
29 October 2025
How AI Empowers HR to Find the Perfect Match
Where AI genuinely helps in hiring, such as screening, sourcing, scheduling and drafting, and how to keep fairness and human judgement in the process.
29 October 2025
How to Skyrocket Early Customer Acquisition and Retention with Zoho CRM: A Demo Guide
A practical walk-through of setting up Zoho CRM to capture leads, track the pipeline, automate follow-ups and keep customers, step by step.
29 October 2025
The Benefits of Integrating Zoho CRM with Zoho Books
What connecting Zoho CRM to Zoho Books syncs, what it does not, and how to plan the integration so sales and finance share one customer record.
29 October 2025
Unlock Your Accounting Kingdom with Zoho Books
A plain overview of Zoho Books for small businesses and freelancers: invoicing, expenses, bank reconciliation, reporting, mobile access and collaboration.
29 October 2025
Why SaaS Integration Is the Future of Business Operations
Why connecting your business apps matters: fewer silos, less re-keying and one source of truth, with practical advice on where to start.
29 October 2025
How to Add Live Chat to Your Website
Five steps to add live chat to your website with Zoho SalesIQ: sign up, install the widget, customise it, set triggers and monitor conversations.
28 October 2025
One Business, One Platform: Experience the Power of Zoho
What Zoho One brings together, how its all-employee pricing model works, and how to adopt it in stages rather than all at once.
28 October 2025
Automate Your E-commerce Business with Zoho
How Zoho Inventory, Books, CRM and SalesIQ can automate orders, stock, accounting, customer follow-up and live chat for an online business.
7 October 2025
A Complete Range of Zoho Inventory Management Features
A guide to Zoho Inventory features: item grouping, multi-warehouse stock, serial and batch tracking, order fulfilment, vendor management and integrations.
3 October 2025Tell us what you want Zoho + AI to do for your business
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