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A to Z Newsletter - January 2026

New tools: Zoho ERP and Zoho Spend. Zoho Sign vs Google e-signature.
By
Z Partners
29.1.2026
Abstrakcyjne tło w odcieniach szarości z nachodzącymi na siebie geometrycznymi kształtami.

1. Zoho ERP: “operating system” for finance and operations

Zoho has introduced Zoho ERP - a coherent system that includes among others. finance, supply chain, billing, payroll, expenses and payments. At the center is Zia, an AI dynamically developed by Zoho, acting contextually in operational processes and thus supporting the development of customers' business (e.g. cash flow prediction, inconsistency detection, faster command work).

This is the new information and direction of Zoho's development. If you want to find out exactly what Zoho ERP will be, what companies will benefit most from it, and how to prepare for the future, we invite you to contact and talk.

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2. Zoho Spend: one system to manage your company's expenses

A new platform that combines procurement, AP automation, business travel, employee expenses and payroll into one coherent picture. Key: real-time visibility, acceptance and control automations and a CFO dashboard for quick drill-down into costs, departments, vendors and projects.

If you want to see how Zoho Spend can replace several tools and control your expenses, we can do a short process workshop and show you a sample setup.

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3. Zoho CRM: Smart addresses and maps, fewer mistakes, better routes

New location tools in CRM: real-time address hints, automatic data completion (street, code, coordinates), map view with customer pins, proximity planning and quick location addition by dropping a pin in the mobile app.

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4. Zoho Sign vs Google e-signature: comparison for businesses

Zoho Sign is a more robust environment for signing and managing contracts: different signature types, identity verification, stronger automation scenarios, mobile apps, integrations, APIs and AI assistance (among others. extraction of clauses, risks, deadlines). Google e-signature is convenient with simple, small volumes, but it hits the limits faster.

If signatures slow down sales or operations, we can help you organize your signature workflow and automate it in CRM, Desk, or WorkDrive.

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5. Zoho PDF Editor: dashboard, signatures, security and API

2025 roundup: new file management dashboard, PDF merging and splitting, watermarks, passwords, inserting signatures (also integrations with Zoho Sign, Adobe Sign, DocuSign), export to fillable PDF, and new APIs for editing PDF in apps.

What's next in 2026: larger files (1000+ pages), sensitive data editing, bulk find and replace in API, desktop application and inline text editing.

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6. Zoho Desk + Zoho Contracts: automatic activation of the SLA after signing the contract

Zoho Flow integration allows you to run SLA in Zoho Desk automatically when the SLA in Zoho Contracts changes to Active status. The result: faster start of service, fewer errors, less risk of violations of the terms of the contract.

If you want to implement it at home, we can prepare a ready-made workflow in Zoho Flow and adapt it to your support plans.

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7. Zoho Sheet: multi-select picklist, forms, workflow and “mark as final”

A package of changes for collaboration and data consistency: multiple selection in picklists, forms to collect data directly into the sheet, workflow for teamwork, marking the sheet as final and email notifications of edits. Plus larger file and cell limits.

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8. Prioritizing tasks in CRM: The Eisenhower matrix in practice

A proven way to tackle “task paralysis” in CRM: divide tasks into 4 quarters (Do first, Schedule, Delegate, Defer Do First, Delegate, Delegate First, Delegate Postpone), work in the rhythm of the day and week and delegate without chaos (#PożegnajChaos). For sales and customer service teams, this can be a quick step towards more control over follow-ups.

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