New in Zoho CRM: Zoho Projects Integration

We are pleased to announce the integration of Zoho CRM with Zoho Projects. The Zoho Projects integration allows Zoho CRM customers to plan, execute and monitor customer projects inside your CRM account.

The key features of the integration are as follows:

Create or associate a project portal, right from your Zoho CRM account.
Create or associate projects from the Accounts, Contacts or Potentials modules
Add accounts and related contacts as clients and client users respectively.
Allow CRM users to view the status of a project from Accounts, Contacts and Potentials modules
Maintain the complete customer life-cycle in a single place - from lead generation, to understanding the requirements of the customer, to the complete execution of the project.

Read more about this integration at our blogs: Go from selling to project delivery -and back- with the NEW Zoho CRM + Zoho Projects integration

You can refer our Online Help for further details.

Do try this and let us know your feedback.

Thanks,
Sharanya R
Team Zoho CRM