CRM NextGen | Team Collaboration

Team Collaboration
IBM Notes
The IBM Notes extension can help you sync contacts, tasks, and events with Zoho CRM. Choose a one-way or a two-way sync e.g., from IBM Notes to Zoho CRM or vice versa. The Domino Access Service must be enabled for the synchronization process to run ...
Box
Box for Zoho CRM lets you share files and collaborate with your team to accelerate your sales cycle. Using the Box extension, sync, share, access, and manage all files associated with CRM records. Note: Please note that the Box extension for Zoho CRM ...
Egnyte
Egnyte is an enterprise-level file sharing and synchronization software. The Egnyte for Zoho CRM extension helps salespeople to store and track the files they use daily, such as bills, invoices, and quotations. Once the Egnyte and Zoho CRM accounts ...
Google Drive
The Google Drive extension for Zoho CRM allows the sales representatives to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the ...
Dropbox
Dropbox is one of the most popular tools that simplifies creating, sharing and collaborating files from anywhere and with anyone. Running any business requires documents that needs to be shared and extension for Zoho CRM lets you access your Dropbox ...
Slack
When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
Cisco Webex Teams Integration
Cisco Webex Teams is a collaboration tool that can be used to connect with your peers anytime and from anywhere. It's often difficult to set up meetings whenever there is something important to discuss. It is even harder when the members of your team ...
OneNote
The OneNote extension enables the features of OneNote within Zoho CRM. Whenever you talk to leads, contacts, deals, or internal employees, you can quickly make a note of it. These notes can be easily added to OneNote from Zoho CRM with just a few ...
Trello
Trello is a task management application that helps you visualize, organize, prioritize, and plan your projects better. It lets you create boards, lists, and cards for your activities or projects and invite your coworkers to work on it together. These ...
Microsoft Exchange - Administrator Guide
Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...
Converse for Zoho CRM
The Converse extension for Zoho CRM lets you build a conversation by creating posts and allowing others to comment and reply to them within Zoho CRM. This extension acts as a platform to let know the team members on the requirements of every lead and ...
Zoho Vault for Zoho CRM
Zoho Vault is an online password manager for teams and organizations. Zoho Vault can securely store and remember all of your passwords. This is an absolute necessity for anyone who needs to share sensitive information securely. The Zoho Vault ...
HubSpot for Zoho CRM
With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
Microsoft Exchange - User Guide
In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions: Authorize the extension Access the extension dashboard Access emails Update the account ...
Remote Sales Office
When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...

Access your files securely from anywhere

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