Clone cadences

Zoho CRM enables you to clone existing cadences and thereby duplicate their entire sequences of follow-up steps, timings, messages, and settings. Once cloned, you can rename and fully customize your new cadences (e.g., email content and schedule) independently of the original. This makes it easier to build similar workflows without starting from scratch. Learn how.

Track every step and spot the shifts

Zoho CRM's Waterfall charts show how values change through positive and negative contributions, which makes it easy to track growth, decline, and net outcomes. It's ideal for visualizing revenue changes, cost breakdowns, and cumulative flow over time. Learn how.

Visualize your flow and uncover insights

Sankey charts in Zoho CRM visualize directional flows—such as deal volume moving from lead source to sales stage—with link widths proportional to values, offering deeper To create one, pull two (or more) dimension fields and a measure into a new chart, switch the chart type to Sankey, and adjust node or link colors and gradients for clarity and emphasis. Learn how.

Detect performance anomalies

Zoho CRM leverages Zia's anomaly detection in the Forecasts module to flag unusual dips or spikes in each rep's weekly performance. Users can review past anomalies in chart or table form to intervene in slumps early, coach low performers, or celebrate standout wins. Email notifications and Zia alerts ensure sales leaders stay informed in real time. Learn how.

Copy parent accounts' billing addresses to member accounts

Now you can automatically sync the billing address of a parent account to all its member accounts using a custom Deluge function in Zoho CRM. Triggered by a workflow, the update happens instantly whenever the parent account's billing info changes. Learn how.

Auto-update custom deal information in related accounts

Automatically transfer custom fields from a deal to its associated account using a custom Deluge function triggered by a workflow rule. Whenever a deal is created or edited—with details like billing email, last contact date, and next contact date—the account record is instantly updated. Learn how.

View the latest notes of rescheduled calls in your list view

Display call notes from rescheduled calls directly in the Zoho CRM list view using a custom Deluge function. This helps sales teams quickly see the latest context without opening each call record. Learn how.

Auto-transfer attachment files from deals to their associated accounts

Triggered by a workflow rule, use a script to download attachments from a deal, upload them to the account's file field, and (optionally) delete them from the deal. Learn how.

Note template for Zoho CRM

Create and reuse structured notes with dynamic merge tags to save time and ensure consistent documentation. Tag teammates, auto-save notes to records, and streamline internal collaboration in your CRM.

AWS S3 File Uploader for Zoho CRM

Upload CRM files directly to AWS S3 with structured folders for each module. Store files, automate file handling, and manage attachments securely from one place.

Grow Payments for Zoho CRM

Send payment requests and reminders in bulk or individually, attach invoices, and track transactions. Handle credits and cancellations right inside Zoho CRM to simplify your receivables.

GeoTracker for Zoho CRM

Track locations, log check-ins and outs, and calculate work hours for on-site visits using GPS. Add real-time notes during visits to improve service quality and operational reporting.

WhatsApp Messaging for Zoho CRM

Send and manage WhatsApp messages from Zoho CRM using Meta-approved templates. Automate communication workflows and maintain complete conversation histories for each lead.

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UTS Group drastically streamlines sales operations with Zoho CRM

UTS Group, a Canadian security solutions provider, streamlined its sales operations using Zoho CRM. With customized workflows and automations, it cut estimate creation time by 66%, saving over 80 hours monthly. This led to a 30% productivity boost and better coordination across teams. Watch the whole story here.

OS4 Techno unifies business processes with Zoho CRM

OS4 Techno‑Services TI streamlined its IT operations by integrating sales, support, and project management in Zoho CRM. The all-in-one system replaced manual processes, improved real-time visibility, and boosted efficiency across teams to enable smarter decisions and scalable growth. Watch how they did it.