Email access in the Cases module

You can now send individual or mass emails right from a case: Hit Send Email and the contact's primary (or any secondary or custom) address auto‑fills, with all outgoing emails logged in the case's Email related list. For bulk outreach, pick a template and dispatch mass emails from the Cases module just as easily. Explore further

Use MS Teams for daily call operations

Zoho CRM now integrates with Microsoft Teams' phone system. Install from the telephony marketplace to dial and auto‑log calls with leads, contacts, and vendors. The online meeting integration is next. Explore further

Revert contacts to leads

You can easily convert a contact back into a lead by creating a custom button and a Deluge function, while preserving all contact details. Explore further

Transfer tags from accounts to contacts

Transfer tags from accounts to related contacts effortlessly by using a custom function, and keep your CRM data organized. Explore further

Auto-log outbound calls

Automatically create call records for every outbound call to a lead by setting up a custom function triggered by call outcomes. Explore further

Create Zoho Books contacts from Zoho CRM

Sync Zoho CRM with Zoho Books by creating a custom function that pushes contacts directly from Zoho CRM to Zoho Books. Explore further

Sales Content for
Zoho CRM

Streamline sales communication by sending emails with Zoho WorkDrive attachments directly from Zoho CRM. Organize and manage document URLs in a custom module for quick access and efficient sharing.

Callyzer for Zoho CRM

Monitor telesales with real-time call tracking in Zoho CRM. Sync call logs, associate activities with leads, auto-create new leads, access call recordings, and more.

XeroFraud Contact Validation for Zoho CRM

Automatically validate Zoho CRM contacts to reduce fraudulent entries, improve data accuracy, and enhance decision-making with reliable information.

Bulk Attachment Delete for Zoho CRM

Easily remove multiple attachments in one action to keep Zoho CRM organized. Improve productivity with bulk deletion, workflow automation, and seamless integration across Leads, Contacts, Accounts, and Deals modules.

Netgsm SMS for Zoho CRM

Send personalized or bulk SMS messages to customers directly from Zoho CRM. Schedule messages, create reusable templates, and automate SMS communications for leads and contacts.

Enhance Zoho products, boost collaboration, and improve ROI, including the top five Zoho CRM integrations this month.

Explore Zoho CRM extensions today!

KIT Global Powers Growth with Zoho CRM

KIT Global supercharged its sales operations by switching to Zoho CRM. With custom modules, AI-driven insights, and real-time performance tracking, the company now manages regional sales with greater speed and precision.See how KIT Global moved beyond spreadsheets and scaled success!

CASF Scales Operations with Zoho CRM

Booth & Partners CASF switched from Salesforce to Zoho CRM for greater flexibility and cost savings. With ASN Business Solutions they automated salzfffes, integrated B2C and B2B pipelines, and used Zoho Analytics for real-time insights—boosting project capacity and customer engagement.See why CASF made the move from Salesforce to Zoho CRM — and how it paid off!