Begin your admin Journey

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 your Zoho CRM subscription by using its full range of traditional and new features. Your core tasks are to:
  1. Help your employees learn and use Zoho CRM's tools appropriately.
  2. Customize the CRM platform according to your business needs and processes.
  3. Ensure that the CRM is filled with accurate data that all stakeholders can trust.
  4. Design automated processes to help sales reps work faster and focus on more important tasks.
  5. Give your sales reps multiple channels to stay connected and interact with your customers.
  6. Set up reports and dashboards to help managers track business metrics easily and make informed decisions.
We'll help you take your first steps in implementing Zoho CRM for your organization in the following sections:
  1. Set up your organization account
  2. Secure your CRM account
  3. Manage users, roles, and permissions
  4. Customize your account
  5. Automate your business process
  6. Manage your CRM data
  7. Manage your subscriptions
Check out the CRM implementation guide for a step-by-step guide to setting up your Zoho CRM account.

For org admins of larger businesses looking to delegate some of their work to other CRM users, please read this article on the admin hierarchy in  Zoho CRM, followed by this read-me guide to get started.

Additionally, check out this resource to learn more about your shared responsibility with Zoho.

See also
  1. Get a quick overview of Zoho CRM's key concepts and UI
  2. Check out Zoho CRM's specifications.
  3. Use our developer docs to extend Zoho CRM's functionality.
Other resources
  1. View release notes to stay in the loop about newly added features and enhancements.
  2. Check the status of Zoho apps, including Zoho CRM.
  3. Learn about our policies with respect to compliance.
  4. Learn about how we offer security to our customers: Security Whitepaper.
  5. View our stance on privacy: Privacy Commitment.
  6. Read about our perspective on building businesses that put people over profits: The Long Game.
  7. Check out our ebooks about various sales-related topics.
  8. Learn about Zoho's terminology in our Glossary.
Support
  1. Submit a support request.
  2. Join the CRM community to connect with your peers and learn from them.
  3. Learn about our support plans.
  4. Looking for training and certification? Check out Zoho Spark.
  5. Join a live webinar to get an overview of Zoho CRM.
  6. You're already using our help documentation.
  7. Contact Concierge (for free!) to learn how you can use Zoho's apps (including Zoho CRM) to help your business.