Agenda

Session 1: Breakfast Meetup (9:30 am – 10:30 am)

Basics of Zoho CRM – Meet, Eat, and Learn!

Are you new to Zoho CRM or still finding your way around? Join us for a casual breakfast meetup designed for whoever wants to dive into the basics. Whether you’re just getting started or looking for a refresher, this session covers essential product features and practical tips to help you use Zoho CRM confidently.

Session 2: ‌Zoho CRM + Projects: Building Smarter Business Workflows

In this meetup, we’ll explore how Zoho CRM and Zoho Projects work together to form a complete business workflow from capturing a customer to delivering the final outcome. We’ll begin with when and why a business should create a custom module in Zoho CRM, ensuring your data is structured correctly before any project starts, and then understand where Zoho Projects fits into this flow.

10:30 – 11:00 AM – Designing Your Business Process in Zoho CRM

Understanding when to use custom modules
Mapping business workflows (sales, marketing, service, delivery)
Setting up CRM data structures the right way

11:00 – 11:15 AM – Break

11:15 – 12:30 AM – Identifying Project Needs in the Business Workflow

Where “projects” naturally occur in your process
Choosing what should become a project vs. what stays in CRM

12:30 – 1:00 PM – Connecting Zoho CRM & Zoho Projects

Best practices for CRM → Projects sync
What to automate, what to track, and what to avoid

1:00 – 1:30 PM – AI & Automation: Zia + Project Insights

Exploring Zia LLM for smarter CRM processes
Pulling project insights into Projects (progress, risks, delays)
Using automation to reduce manual effort across CRM + Projects

More questions? Write to us at dhivya.ashok@zohocorp.com.

1-on-1 session

Exclusive one-on-one sessions with our product experts.

We are excited to add a track in addition to the regular meetups – Exclusive one-on-one meetings with our product specialists right after the meetup. It’s a dedicated 20-minute session per slot. Block your slots, connect with our experts one-on-one, and resolve those lingering queries.