
こんにちは。Zoho コミュニティチームです。
「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。
今回ご登場いただくジェフリー フチーロさんは、ウェブサイト制作・デザイン、ウェブマーケティングを得意とするデジタルマーケティング会社、株式会社ネットワイズ(netwise)でオペレーションディレクターおよびZoho 運用責任者として活動されています。フチーロさんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。
――貴社の事業内容についてご説明ください
2001年に設立された株式会社ネットワイズは、ウェブサイト / ECサイトの制作やデジタルマーケティングを中心としたソリューションを提供し、企業のオンラインプレゼンス強化を支援してまいりました。私たちは、デザインと技術の融合を追求しながら、企業の成長に貢献するウェブサイトやアプリケーションを構築しています。
netwise:https://www.netwise.jp/ja/
Pulse Marketing :https://pulsemarketing.jp/
WP Flex :https://wpflex.jp/
――Zoho の利用歴を教えてください
Zoho Oneを使い始めて、約1年になります。
――Zoho One を導入したきっかけ / 背景を教えてください
元々見積もり・請求管理につき、Zoho Invoice を利用していました。営業管理ツールとして HubSpot を使用していましたが、コスト削減を目的に Zoho CRM に移行しました。また、Zendesk やTeamwork などの他社のヘルプデスク、プロジェクト管理ツールを利用していましたが、サービス同士の連携を重視し、Zoho One を導入する決断をしました。
――利用中のZoho サービスについて教えてください
主にCRM / Projects / Desk / People / Learn / Forms / Survey / Analytics を利用しています。
――上記サービスを貴社のビジネスプロセスにどのように取り入れていますか?
Zoho Projects: タスクおよびプロジェクト管理。(クライアントワーク75%と社内業務25%の比率)
Zoho Desk:ヘルプデスクとして、サポート業務におけるカスタマーサービスを提供。
Zoho People:勤怠管理、人事関連の連絡。
Zoho Forms:社内外向けの対応なウェブフォーム。
Zoho Survey:顧客満足度調査のアンケートなど。
Zoho Learn:社内プロセスの標準化とナレッジ共有を推進。
* Zoho 以外で利用しているサービスとして Google Workspace、Slack があります。
――Zoho を利用する中で、可能性を感じる部分はありますか?
Zoho Projects は作業状況や社内メンバーの業務負荷をリアルタイムで確認できます。クライアントも招待してプロジェクトを共同作業することもできます。
Zoho One を利用していますが、Zoho サービス同士や他社サービスとの連携が可能な点は気に入っています。
一方で、当社の顧客は Zoho Meeting やZoho Writer などのZoho のコラボレーションサービスを知らないので、Google Workspaceを使うことにしています。これらのサービスの認知度や信頼性が向上していくことを期待しています。
――今後Zoho サービスを利用する上でチャレンジしてみたいことを教えてください
Zoho Cliq:
今後Slackからの移行ができたらと考えています。
Zoho Recruit :
採用管理を目的として、本格運用を開始したいです。設定完了後には、採用プロセス自動化のため、ブループリントの構築に取り組んでいきたいと考えています。
今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。
ひきつづきよろしくお願いいたします。
Zoho コミュニティチーム
Recent Topics
Wrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Restrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),
in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank
in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
Question about upgrade and storage space Zoho Notebook
After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
Printing to a brother label maker
I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
Track online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
Announcing new features in Trident for Mac (1.32.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
Marketing Tip #5: Improve store speed with optimized images
Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
SMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
Admins cannot see each others' Scheduled Reports?!
Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled. After asking about this on the help chat, I was told the issue is trust and security. By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
Writer update results in BitDefender blocking it as malware
After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
Missing Import Options
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
Zoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration
Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
CRM Canvas - Upload Attachments
I am in the process of changing my screens to Canvas. On one screen, I have tabs with related lists, one of which is attachments. There doesn't appear to be a way to upload documents though. Am I missing something really obvious? Does anyone have
TrueSync regularly filling up my local disk
Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
Kaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
[Webinar] A recap of Zoho Writer in 2025
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
Picklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
Field Description is very small
Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
Marketing Tip #14: Increase cart value with product bundles
Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
Problem with Workdrive folders
I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
Multiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
Next Page