Understand and navigate the CRM Plus dashboard

Understand and navigate the CRM Plus dashboard

The CRM Plus dashboard is the central place from where you can access all the 16 applications included in the suite. Instead of logging into separate tools for your needs, all your teams including sales, marketing, support and operations, at all access levels including administrator, user, or owner, work from the unified dashboard that shares the customer data.

The 16 applications within the suite are listed below:

SALES  

CRM - Sales automation, managing leads and the sales pipeline
SalesIQ - Track website visitors
CommandCenter - Manage customer lifecycle

MARKETING  

Campaigns - Email marketing
Social - Social media management
Survey - Customer survey management
Marketing Automation - Personalize customer's marketing journey
PageSense - Track and analyze website performance
Backstage - Manage events end-to-end
Webinars - Host and manage webinars
LandingPage - Build landing pages
 
SUPPORT  

Desk - Ticketing and support management
 
ANALYTICS  

Analytics - Monitor metrics across all apps
 
TEAM MANAGEMENT   
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Projects - Project delivery and collaboration
Workdrive - Internal file management

COMMUNICATION  

Cliq - Team collaboration
 
Let's understand what's available on the CRM Plus dashboard, where to navigate to access each application or module, and how to use the interface to manage the whole customer lifecycle.

Exploring the Dashboard   

When you log in to Zoho CRM Plus, you can see the unified dashboard. Every application listed above is accessible directly from this interface without any separate logins.


To access an application from the dashboard: 

  1. Dashboards - This is the default view of your CRM Plus account and it lists all the dashboards from the individual applications like CRM, Analytics, or Social that you want to see in one screen. You can either add existing dashboards from the applications or create one from scratch and add the metrics you want to monitor regularly.
  2. Org chats - You can access all your internal communication through individual chats and groups here.
  3. Chat Channels - All communication happening via channels on Cliq is listed here.
  4. Files - All media files shared on Cliq are listed here based on the date they were received, with the latest being on top. You can sort these files based on the files sent by you, or by a specific sender, and the date received/sent.
  5. - Clicking on this icon will either expand or collapse the left navigation panel. All individual applications are listen one below the another on the left-panel.
  6. will expand the list to show you the full suite of applications.
  7. Recent items - All your recently accessed tickets, and chats can be viewed here.
  8. Favorites - You can mark your most frequently accessed sections in the platform as favorite by adding the URL and providing a name to identify it for easier navigation.
  9. Profile icon - The profile icon is in the top-right corner of your dashboard. Clicking on it will help you see the list of portals you're a part of, access the admin panel, change the status of the collaboration channels as available or offline, view your plan details, and change the themes of the dashboard. 
  10. Announcements - Announcements related to the product like feature releases, webinar updates, and more can be viewed here.
  11. Notebook - Notebook can be used for note-taking digitally to capture ideas, write to-do lists, tasks and more.