Access records associated with a parent record through related lists. Identify duplicates of leads, contacts, accounts, and vendors in the related lists from Zoho CRM.
Smith.ai 24/7 Virtual Receptionists for Zoho CRM (Only available for US DC)
Turn calls from existing contacts to strong leads by updating call activities and storing conversation history. You can also create leads based on new calls in Zoho CRM.
Create and manage a stable data pipeline between your Zoho CRM and any BI tool. Transfer data automatically without the worry of API changes during data flow.
View a carousel gallery of images related to leads, deals, products, and quotes with Zoho CRM as your backend for the image widgets.
Pro Backup for Zoho CRM (Only available for EU DC)
Recover and backup your data that was permanently deleted from Zoho CRM as encrypted files and restore it automatically in compliance with GDPR laws. Create copies of previous versions of leads, contacts, and notes.
Sync Zoho CRM records such as contacts, quotes, sales orders, and invoices to your Xero account for easy accounting.
View Contacts, Leads, and other modules in one map. Use Google API for your contact's geocoding locations through configurable widgets and seamlessly update it in your Zoho CRM.
Forecast a customer's purchasing plan report based on product codes and determine the carrier's fee received for an order.
Capture and manage information such as the name, email, and phone number of prospects or potential customers to create leads or contacts and store it in Zoho CRM.
Sync your Zoho CRM and Xero accounting software to view customers' sales data and update contacts daily through automatic or manual operations.
Send automated SMSs to your clients using pre-designed and customizable templates. Design workflows with webhooks in Zoho CRM to send personalized SMSs to your clients.
uSonar for Zoho CRM (Only available for US and JP DCs)
Eliminate the need to fill in contact details manually in the Accounts module of Zoho CRM. Update your CRM with contact information from other tools automatically.
Process your order conveniently by transferring sales order, customer, and product information directly to your Zoho CRM.
Verify and validate the accuracy of any phone number with any country code right in the Leads and Contacts modules of Zoho CRM.
Choose the best fit from various color or image swatches with Zoho Commerce product attributes for your e-commerce store.
Setup a payment gateway within your Zoho Commerce account to receive online payments from your customers. Manage cash flow and view and refund transactions from the PayGate Merchant Access Portal.
Clickatell SMS for Zoho Desk (Only available for US DC)
Incorporate messaging services in Zoho Desk to contact customers, send individual and bulk messages to customers, and reply to tickets.
Create comprehensive webforms and collaborate with your team using a simple drag-and-drop form builder. Notify your team with customizable notifications through Zoho Cliq when forms are submitted.
Create a short invoice URL in Zoho Books and send it in an SMS or email to deal with character limits in a hassle-free way.
Track outstanding bills and associated finances, access project financing, and create estimates and invoices within a project. Modify your invoices with respect to the currencies specified for the budget.
Seamlessly administrate your fitness clubs by managing client memberships and packages, processing secure payments, scheduling training sessions, and much more.
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