CRM | Document Management | Knowledge Base

Document Management
CRM file storage migration guide
Going forward, Zoho CRM's file storage will be powered by Zoho WorkDrive. This document contains information relevant to those who are about to initiate the migration. This option is being rolled out to a closed set of users, and may not be available ...
FAQs: Documents tab (powered by WorkDrive)
Warning: This feature is being rolled out in stages. It is now available for new signups in all DCs. It will be rolled out to existing users in the future. If you are unable to perform some action mentioned here, please check whether they are ...
Manage files in Documents tab
Alert: This feature is being rolled out in stages. It is now available for new signups in all DCs. It will be rolled out to existing users in the future. Till then, users without this update may need to refer to Document Library within CRM. You can ...
Manage folders in Documents tab
This feature is being rolled out in stages. It is now available for new signups in all DCs. It will be rolled out to existing users in the future. Till then, users without this update can refer to Document Library within CRM. In the Documents tab, ...
Documents in Zoho CRM
This feature is being rolled out in stages. It is now available for new signups in all DCs. It will be rolled out to existing users in the future. Till then, users without this update can refer to Document Library within CRM. In Zoho CRM, the ...
Managing Document Folders
For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM and Manage folders in Documents tab. This ...
Uploading Documents, Creating Files, and Other Functions
For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM and Manage files in Documents tab. This ...
Document Library within CRM
For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM. This page contains information for users ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.