Getting Started
Understanding Admin Hierarchies : Super Admin, Teamspace Admin & Team Module Admin
Introduction As Zoho CRM evolves into a platform designed to foster collaboration across business functions—thanks to the new CRM For Everyone update—maintaining security, clarity, and productivity across all teams is increasingly critical. When ...
Begin your admin Journey
What's your role as an admin? As a Zoho CRM administrator, your role is to deliver a customized and properly configured CRM system that your organization's employees can rely on in their everyday work. You should also look to maximize the value of ...
Understand your CRM Account
This document will introduce some basic concepts that will help you understand Zoho CRM better. This will be followed by a quick tour of the CRM's user interface. Customer relationships drive profits when you manage them well. Whether you're winning ...
Zoho CRM specifications
This document serves as an overview of Zoho CRM's editions, language support, system requirements, storage capabilities, and mobile access. Zoho CRM's editions Zoho CRM is available in five editions: Free, Standard, Professional, Enterprise, and ...
Introduction to Zoho CRM
Zoho CRM helps you deliver exceptional customer experiences—without enterprise-sized bloat. This means you can connect with your customers easily, align your teams, automate busywork, streamline processes, gain insights, and leverage AI—all without ...