Extensions for Zoho CRM
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RelatedList Filter for Zoho CRM Add powerful filtering to related lists in any Zoho CRM module. Use multi-condition filters, dynamic input fields, and logical operators to instantly refine related records and view exactly what you need, faster and smarter. | |
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Collectdesk for Zoho CRM Automate your invoicing, payments, and customer follow-ups right from Zoho CRM. Get real-time transaction updates and reduce manual work while improving financial accuracy and customer engagement. | |
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Call leads directly from Zoho CRM using your Android device with just one click. Log calls instantly, view call history, and manage communication records, all via the ClikDial mobile app without needing VoIP. | |
Create stunning, AI-generated landing pages in seconds—no coding, no setup. Storm sends leads directly to Zoho CRM, helping you capture, convert, and manage prospects without the usual development hassle. | |
Visualize reporting relationships in Zoho CRM with interactive, customizable org charts. | |
Automatically record, transcribe, and summarize your meetings, with notes logged in Zoho CRM. Capture conversations from Zoom, Teams, Google Meet, or Webex, and sync transcripts, recordings, and insights with contacts, tasks, and meetings. | |
Text your Zoho CRM leads and contacts instantly, without leaving your CRM. HostMyText supports SMS, group chats, media sharing, and automatic record creation for a seamless, organized communication experience. | |
Automate SMS campaigns right from Zoho CRM using workflows, dynamic fields, and custom functions. With 360 SMS, multichannel communication becomes seamless, scalable, and hands-free, so you reach the right lead at the right time with zero manual effort. | |
Connect Zoho CRM with your favorite apps—Google Forms, Trello, Typeform, and more, without writing a single line of code. Pluga helps automate lead creation, updates, and deal tracking in real time, so your CRM stays current effortlessly. | |
Craft smart, personalized follow-ups in Zoho CRM using ChatGPT. This AI assistant reviews past email threads and suggests responses you can send in two clicks, saving time, keeping messages consistent, and boosting lead engagement. | |
Webex Contact Center for Zoho CRM Unify customer support with embedded Webex Contact Center tools inside Zoho CRM. Agents get call controls, omnichannel conversation management, and AI-powered assistance, without leaving their CRM interface. |
Print polished estimates, invoices, and sales orders in vibrant blue or green templates. This extension offers customizable PDF formats for Zoho Books, making your documents more professional and ready to share at a moment’s notice. | |
Item Weight Calculator for Zoho Books Automatically calculate item weights and show them in invoices, sales orders, and estimates. Whether for shipping accuracy or inventory clarity, this add-on helps ensure every document in Zoho Books reflects the true item load. |
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Item Margin and Margin Percentage for Zoho Books Track profitability at the item level using margin and percentage calculations in Zoho Books. Choose your preferred method and get accurate margin insights directly on invoices, sales orders, and quotes, so you can make smarter, faster pricing decisions. |
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Docusign for Zoho Books Send invoices, quotes, and contracts for secure electronic signature directly from Zoho Books. Track signing status, automate workflows, and eliminate manual paperwork to streamline financial approvals and speed up business processes. |
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Monnify for Zoho Books
Accept bank transfers, USSD, and card payments with high success rates in Zoho Books. Built for businesses in Nigeria, it auto-reconciles payments and reduces delays, so your books stay accurate with minimal effort. |
Zoho Bookings for Zoho Books
Invoice your services directly from Zoho Books by syncing them with Zoho Bookings. Add unpaid appointments as line items and send invoices with embedded booking links, streamlining scheduling, payments, and communication in one go. |
Keep customers in the loop with real-time WhatsApp alerts for invoices, payments, and reminders. This extension helps reduce delays and missed payments through instant, personalized communication—all from within Zoho Billing. | |
Generate Fattura PA Files for Zoho Billing
Easily generate FatturaPA-compliant XML invoices in Zoho Billing for the Italian market. Ensure accuracy, reduce rejections, and maintain full tax compliance with automated validation and VAT calculations. |
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Send SMS by WaBridge for Zoho Billing Automate SMS alerts for invoice creation, updates, and deletions in Zoho Billing. WaBridge ensures timely communication with customers through instant notifications, reducing missed payments and improving transparency. |
Stock Procurement for Zoho Inventory Automatically calculate raw material needs when planning production in Zoho Inventory. This extension breaks down finished product quantities into exact raw material requirements, making procurement error-free and lightning fast. | |
Unicommerce for Zoho Inventory Sync orders, products, and shipments between Unicommerce and Zoho Inventory. Streamline e-commerce ops, automate returns and fulfillment, and gain full control over multichannel inventory, all in one integrated flow. | |
Display Stock On Hand In Picklist for Zoho Inventory Avoid confusion during order picking by showing real-time stock availability on picklists in Zoho Inventory. Save time, reduce picking errors, and streamline warehouse operations with visible stock-on-hand data. |
Trigger transactional emails like order confirmations and shipping updates from Magento using ZeptoMail. Set different email channels, track delivery stats, and keep customers informed, all without writing any code. | |
Brainner for Zoho Recruit Screen resumes 10x faster with Brainner’s AI-powered scoring engine in Zoho Recruit. View candidate-job match scores, automate shortlisting, and update profiles instantly, cutting screening time and boosting hiring precision. | |
Estimation Planner for Zoho Sprints Align teams on effort estimation with real-time voting in scrum and kanban projects. Use custom estimation factors, track who voted for what, and build a consensus before sprint planning, all within Zoho Sprints. | |
Future Tickets for Zoho Desk Schedule follow-up tickets in advance with full context in Zoho Desk. Create tickets with custom notes |
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QuickBooks
Sync contacts, invoices, estimates, and products seamlessly between Bigin and QuickBooks Online. Streamline your accounting workflow and manage customer data and billing—all from within Bigin. |
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