Zoho CRM
How to Create and Customise Modules in Zoho CRM
Modules in Zoho CRM are the tabs you see in the sidebar, such as Leads, Contacts, Deals, and Tasks, and they are used to categorise and track different aspects of your business, from sales and marketing to customer support. Organisation modules come ...
Zoho CRM Functions Overhaul: New Interface, Python Support, and Rich Analytics
Zoho has released a significant overhaul of Functions in Zoho CRM, bringing a redesigned interface that makes it easier to build, organise, monitor, and troubleshoot functions throughout their lifecycle. Alongside this redesign, Zoho has introduced a ...
Connecting Zoho CRM to Google Gemini Using MCP: A Practical Guide
Modern AI assistants are excellent at drafting text and reasoning through problems, but they typically cannot tell you which deals in your pipeline are at risk or help you reply to a support ticket, simply because they have no access to the business ...
New Zoho CRM Skill (SKILL.md) and Updated OAS Repository for AI Coding Tools
Zoho has released a new developer resource for teams building on Zoho CRM: a dedicated zoho-crm skill file, alongside an updated OpenAPI Specification (OAS) repository. Together, these are designed to make it easier for AI coding assistants such as ...
Zoho CRM Plus Starter Edition: What's Included and How the Upgrade Path Works
Zoho has launched CRM Plus Starter Edition, a new entry-level tier of its customer experience (CX) platform aimed at small and growing businesses. It gives smaller organisations an affordable way to get started with the wider Zoho CX ecosystem, ...
Trigger Zoho CRM Workflow Rules from Subform Row Actions
Zoho CRM workflow rules have historically only been configurable at the module level, meaning any automation tied to subform line items had to be tracked and actioned manually. A recent update changes this: workflow rules can now be triggered ...
Zoho CRM Sandbox: Creating and Testing Mail Merge Templates
Zoho CRM now supports Mail Merge template creation and testing directly within the Sandbox environment. This gives you a safe space to design, refine, and validate document generation workflows before any changes are reflected in your live ...
Zoho CRM Approval Process: Instant Cliq Notifications for Approvals and Rejections
Zoho CRM's approval process now supports Cliq notifications as a built-in action, available on both approval and rejection steps. When a decision is made on a record, the relevant people are notified instantly via Cliq rather than waiting for an ...
Zoho CRM Kiosk Studio: Navigating Back Through Screens While Preserving Progress
Kiosk Studio guides users through structured, multi-screen workflows in Zoho CRM. Previously, navigation within a Kiosk was strictly one-directional: once a user moved forward past a screen, there was no way to return without cancelling the entire ...
CRM for Everyone – Zoho CRM on Android and iOS
CRM for Everyone is Zoho's approach to making CRM accessible to every member of your organisation, not just dedicated sales staff. Available on both Android and iOS, this capability ensures that team members across departments — whether in ...
Zoho CRM Analytics Mobile App
The Zoho CRM Analytics mobile app brings your business dashboards and data insights directly to your smartphone. Rather than waiting until you are back at your desk to check key metrics, the Analytics app puts your most important performance data in ...
Zoho CRM for Android – Mobile App Guide
The Zoho CRM app for Android brings your complete CRM environment to your smartphone, enabling sales teams to manage customer relationships, update records, and collaborate with colleagues from anywhere. The Android app is built around the same ...
Zoho CRM for iOS – Apple iPhone and iPad Guide
The Zoho CRM app for iOS brings the full power of your CRM to your iPhone and iPad. Designed for sales professionals who need to manage relationships and deals whilst on the move, the iOS app covers the breadth of Zoho CRM's functionality in a ...
Installing the Zoho CRM Mobile App
The Zoho CRM mobile app allows you to access your CRM data and continue working from wherever you are. Whether you are visiting a client, attending a conference, or working remotely, the app keeps your contacts, deals, activities, and records within ...
Duplication Management in Zoho CRM
Maintaining a clean, duplicate-free database is one of the most important aspects of effective CRM management. When records are created through multiple channels — such as imports, web forms, manual entry, and API integrations — it is easy for ...
Timeline in Zoho CRM
The Timeline feature in Zoho CRM provides a chronological view of everything that has happened to a particular record throughout its lifecycle. Rather than piecing together information from multiple tabs or activity logs, the Timeline brings the ...
Record Management in Zoho CRM
Record management in Zoho CRM encompasses the range of tools and operations available for working with your data across modules. From finding a specific contact to approving newly imported leads, these capabilities help you maintain an organised, ...
Managing Storage Space in Zoho CRM
Zoho CRM organises your account's storage into distinct categories to give you a clearer picture of how your data is being used. Understanding the different types of storage and how they are managed helps you plan capacity and avoid unexpected limits ...
Using the Recycle Bin in Zoho CRM
The Recycle Bin in Zoho CRM acts as a safety net for accidentally deleted data. Rather than removing records and files immediately, Zoho CRM moves them to the Recycle Bin, giving you the opportunity to review and recover them before they are ...
Attachments and Notes in Zoho CRM
Zoho CRM provides flexible options for attaching documents and adding notes directly to your records. Whether you need to associate a sales quote, a signed agreement, or a quick reminder with a contact or deal, the attachments and notes functionality ...
Document Management in Zoho CRM
Document Management in Zoho CRM provides a centralised way to store, organise, and access the files your team uses across the sales and customer relationship lifecycle. From proposals and contracts to product datasheets and onboarding guides, ...
Using Feeds in Zoho CRM
Feeds in Zoho CRM is a collaboration tool that provides a real-time activity stream of updates on the records you care about. Similar in concept to a social media news feed, it surfaces changes, notes, and messages related to leads, contacts, ...
Using Macros in Zoho CRM
Macros in Zoho CRM allow you to define a set of actions — such as sending an email, updating a field, or creating a task — and apply them to one or more records in a single step. Instead of manually performing the same sequence of actions on each ...
Remote Team Collaboration in Zoho CRM
Zoho CRM is built to support teams wherever they work. Whether your sales staff operate from a central office, a co-working space, their homes, or are constantly on the move between client sites, Zoho CRM provides the tools and flexibility to keep ...
Invoices in Zoho CRM
Invoices in Zoho CRM are financial documents issued to customers at the final stage of a sale, requesting payment for goods or services that have been delivered. They provide an itemised record of what was supplied, the agreed price, any applicable ...
Purchase Orders in Zoho CRM
A Purchase Order in Zoho CRM is a legally binding document used to authorise the procurement of products or services from a vendor. It records what your organisation has agreed to buy, at what price, and in what quantity, providing both your team and ...
Sales Orders in Zoho CRM
A Sales Order in Zoho CRM is a confirmation document sent to a customer before goods or services are delivered. It serves as an internal and external record that the customer has agreed to purchase specific items at defined prices and quantities. ...
Quotes in Zoho CRM
Quotes in Zoho CRM are formal pricing documents that represent an agreed commercial offer between your organisation and a prospective customer. They set out the products or services being offered, the quantities, prices, discounts, and applicable ...
Managing Vendors in Zoho CRM
The Vendors module in Zoho CRM enables you to maintain a record of the companies, individuals, and contractors from whom your organisation procures products and services. By tracking vendors within CRM, you can link them to the products they supply, ...
Price Books in Zoho CRM
Price Books in Zoho CRM allow you to define different selling prices for the same product depending on the customer, contract, or sales context. Rather than maintaining a single fixed price per product, you can create multiple price books — for ...
Managing Products in Zoho CRM
The Products module in Zoho CRM acts as your central catalogue of the goods and services your organisation sells or procures. By maintaining product records within CRM, your sales team can quickly add line items to quotes, sales orders, and invoices ...
Inventory Management in Zoho CRM – Overview
Zoho CRM is designed to support the full customer lifecycle, not just the early stages of sales. Its Inventory Management functionality extends CRM capabilities beyond the pipeline into the operational and financial side of your business, covering ...
Dashboards in Zoho CRM
Dashboards in Zoho CRM give you a visual, real-time overview of your business performance. By combining multiple dashboard components onto a single screen, you can monitor sales activity, track targets, spot anomalies, and gain AI-powered insights ...
Reports in Zoho CRM
Reports in Zoho CRM serve as the central hub for analysing your CRM data. Whether you need to review lead conversion rates, track deal pipeline value, or monitor team activity, the Reports module allows you to build tailored views of your data that ...
Data Analytics in Zoho CRM – Overview
Zoho CRM provides a comprehensive data analytics capability that allows organisations to build, customise, and share reports and dashboards across every module in the system. Whether you need a quick performance snapshot or a deep cross-module ...
Autoresponders in Zoho CRM
Autoresponders in Zoho CRM are a feature that enables automated engagement with leads and contacts, particularly useful for nurturing prospects during free trials or follow-up sequences. They allow you to send a series of pre-scheduled emails to ...
Managing Campaigns in Zoho CRM
The Campaigns module in Zoho CRM gives your marketing team a structured way to plan, run, and measure marketing activities. By linking campaigns directly to the leads, contacts, and deals they influence, you can track the return on investment from ...
Marketing Automation in Zoho CRM – Overview
Zoho CRM includes a suite of marketing automation tools that bridge the gap between your sales and marketing teams. By managing campaigns, running email marketing, and capturing enquiries through web forms, these tools help you generate and qualify ...
Using My Jobs in Zoho CRM
My Jobs in Zoho CRM is a dedicated action interface that presents all the process-driven tasks awaiting your attention in a single, accessible list. Rather than hunting through individual modules for pending approvals or Blueprint steps, My Jobs ...
Using Workqueue in Zoho CRM
Workqueue in Zoho CRM is a centralised interface designed to bring together all the scattered actions your team needs to take across the CRM into a single, organised view. Instead of navigating between multiple modules to check pending tasks, ...
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