CRM: The 'Need Help?' section inside the product is revamped

CRM: The 'Need Help?' section inside the product is revamped

The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources".

Now, we have introduced a few more channels of communication:

  • Write to us
  • Talk with us
  • 24*7 Priority Assistance
  • Need a demo?
  • Community

Write to us:

Users can send an email to our support team ( from within the product itself. 

Talk with us:

Users can dial the toll-free support numbers shown in the list and talk to the support executives available at their location.

24/7 Priority Assistance:

24/7 Priority Assistance gives you the option to choose your level of support assistance. There are three tiers in the support plan: Classic, Premium, and Enterprise.

Users have the privilege to purchase the plan of their choice. By default, all paid edition users will be part of the Classic Support Plan. They can upgrade to Premium or Enterprise plans by clicking Upgrade, which will redirect them to the payments page.

Points to remember

  • Enterprise support is available only for organizations that have 25 or more user licenses.

  • Users of the Classic support plan can check the available support plans by clicking on the "24/7 Priority assistance" option.

  • Users of the Premium support plan can check the available support plans by clicking on the "Try Enterprise support" option.

  • Users of the Enterprise support plan can check the available support plans by clicking on the Enterprise support option.

  • Users who made payments through offline sources by contacting the sales team need to contact to change their support tier.

  • Users can downgrade their support plan from the manage subscription page.

You can find more information on support plans here.

Need a demo?

We have received many requests from customers to give product demos, and we've decided to introduce an option for users to schedule a demo at their convenience. This feature is provided to all users who subscribe to the Professional and Enterprise trial editions of CRM.

To book a demo, users must click Need Help?, then click on Need a demo?, then they will fill in their basic information in the form and choose a slot. 

An acknowledgement email is sent to users once the demo slot is confirmed.


Earlier, the Community space was displayed under "Resources" within the Need Help section. We have now moved it under Need Help for easier access.

Tooltips added to User IDs:

Your User ID is a unique number that helps identify your account during support requests. We have added a tooltip to User IDs under the profile icon. This will help users identify and share their unique identification number while seeking assistance in the toll-free helpline.


Kindly let us know your feedback and suggestions by commenting below.




    Zoho Marketing Automation
      Zoho Mail - CRM Integration
              • Sticky Posts

              • Zoho CRM - Upcoming Features ...

                Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
              • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Introducing Multiple Sandbox Types and Support for Module's Data Population

                Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
              • Include Finance Suite modules to Segment your records

                Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers

              Zoho Pagesense Resources

                Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources

                          Zoho CRM Plus Resources

                            Zoho Books Resources

                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources

                                    Zoho Sprints Resources

                                      Qntrl Resources

                                        Zoho Creator Resources

                                          Zoho WorkDrive Resources

                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now