Newsletter from A to Z - July 2026

Zoho named a leader in Nucleus Research 2026 Business Intelligence Report
By
Z Partners
28.7.2026
Abstrakcyjne tło w odcieniach szarości z nachodzącymi na siebie geometrycznymi kształtami.

1) Zoho WorkDrive named a leader by Nucleus Research 2026

Zoho WorkDrive has been recognized as a leader in the Nucleus Research CSC Technology Value Matrix 2026. This is the fourth consecutive year WorkDrive has received this distinction.

This is a significant signal for companies that are increasingly viewing documents not just as files, but as a source of operational intelligence. WorkDrive is evolving toward intelligent content management, combining collaboration, AI, workflows, governance, and secure data access.

In practice, this means one thing: documents, contracts, procedures, and company materials can stop being scattered and start actively supporting organizational decisions and processes.

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2) Business Intelligence 2026: data as the foundation for business decisions

Business Intelligence is becoming increasingly integrated with AI, automation, and day-to-day company management. The Dresner Advisory Services report shows that companies no longer treat BI solely as a reporting tool, but as an element supporting strategy, operations, sales, finance, and customer service.

We have prepared a summary of the report's key findings on our website. We cover among other thingsthe impact of AI on BI, the growing role of agentic AI, analytics budgets, and the consolidation of BI tools.

Data only becomes an advantage when it is organized, accessible, and put to practical use. Companies that can effectively connect data with processes will make decisions faster and with greater predictability.

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3) Zoho CRM: AI agents enter daily sales workflows

AI in CRM makes sense only when a salesperson doesn't have to remember to use it. The latest Zoho CRM updates strengthen the role of Zia Agents as a tool integrated directly into the daily work of sales teams.

Agents can be placed on the CRM home page, alongside pipelines, tasks, and dashboards. They highlight priority leads, opportunity alerts, and recommended next steps.

AI is also being integrated into structured sales processes. It can analyze customer history, recommend discounts, and guide the user through the appropriate approval path. Additionally, quotes and invoices for services can be created directly within the CRM, along with more convenient handling of related data.

Want to see where AI agents can streamline your sales process? Get in touch with us.

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4) Zoho SalesIQ: Bring Your Own AI for chatbots

Zoho SalesIQ is introducing Bring Your Own AI, allowing you to connect your preferred LLM to the Answer Bot. Companies are no longer limited to a single default model. They can use solutions already approved by their own security, IT, or compliance teams.

SalesIQ supports e.g.. Zia, OpenAI, Anthropic, and Google AI, with other models connectable via webhooks. This is crucial for organizations with their own AI strategy, proprietary models, or preferred providers.

For businesses, this means greater flexibility: SalesIQ continues to handle customer conversations, while the AI engine can be tailored to company policies, data, and security requirements.

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5) Zoho Mail recognized by SE Labs for email security

Business email is often overlooked in security strategy discussions, despite being one of the primary entry points for phishing, malware, and targeted attacks.

Zoho Mail has received the SE Labs Enterprise Email Security Service 2026 award. SE Labs evaluates solution effectiveness in real-world conditions, rather than just laboratory scenarios.

For companies using Zoho, this is a significant advantage: email security can be part of a cohesive ecosystem without the need to add another separate and costly tool.

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6) Zoho Recruit: MCP, AI, and recruitment automation

Zoho Recruit has received updates that accelerate the daily work of recruiters. The key focus is combining the ATS with AI through Zoho Recruit MCP.

Recruiters can use their preferred AI assistant to ask questions about pipelines, candidates, sourcing, or recruitment progress in natural language. This is complemented by Zia-generated summaries of emails, records, and notes, status synchronization with Indeed, and integration with Zoho Books and Zoho Invoice.

For recruitment agencies and HR departments, this means less manual data collection, faster access to context, and a smoother transition from candidate interviews to hiring decisions.

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7) Bigin Q2 2026: AI for smaller sales teams

Bigin is evolving as a simple CRM for smaller teams that want to work faster and reduce manual tasks. The Q2 2026 updates introduce e.g.. Zia Agents, a product catalog, improved workflows, and AI features in communication.

New AI agents support e.g.. message responses, lost opportunity analysis, and cross-sell recommendations. Zia also helps draft, shorten, translate, and proofread emails, while summaries of records, notes, emails, and WhatsApp conversations help you get up to speed on customer context faster.

This is a great update for companies that want to use AI in sales without a complex implementation or extensive administration.

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8) Zoho People: simplified benefits management

Zoho People is introducing a Benefits module that streamlines the management of employee perks. HR teams can define benefit categories, providers, plans, eligibility rules, enrollment periods, and the enrollment process all in one place.

For employees, this means greater transparency and easier access to information about available benefits. For HR departments, it means less spreadsheet work, fewer repetitive email inquiries, and better control over the process.

The feature is currently available for organizations in the US, but it highlights the direction of Zoho People's development: more self-service, better organization, and improved support for HR processes.

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9) Zoho PageSense: AI in surveys and user feedback

Zoho PageSense is introducing AI to its Polls module. Users can describe the feedback they need, and the system will generate a survey proposal, including questions, answers, structure, and field types.

This reduces the time from idea to data collection. Instead of starting from a blank page, teams can work with an AI-generated draft, refine the questions, and launch the survey on their site faster.

For marketing, product, and CRO teams, this means easier hypothesis testing, a better understanding of user behavior, and faster data collection right where the customer experience happens.

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10) Grow Payments for Zoho CRM: payments without leaving your CRM

Grow Payments for Zoho CRM is a Zoho Marketplace extension that allows you to handle payments directly within Zoho CRM. Users can send payment requests and reminders, process transactions and refunds, and track payment activity all in one environment.

This solution is particularly important for companies that manage sales in a CRM but handle the payment stage in a separate system. This separation often leads to manual work, errors, and a poorer customer experience.

Grow Payments highlights the importance of the "end-to-end" approach in CRM: from relationships and sales to final payment.

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