Zoho CRM Integration with Zoho Projects

Zoho CRM Integration with Zoho Projects

Zoho CRM is working really well with my organisation (Loans Company). The key to managing 'chaos' has been the blueprint feature.

As a B2C model, we dont have a need for accounts - so unfortunately it appears we cannot use Zoho Projects : (

The interface in Zoho Projects is great and managing a 'transaction' visually would be great bonus.

Is there a roadmap (or solution) to be able to integrate CRM (without using accounts) with Projects ? Syncing data between the two such as notes, blueprint stages, calendars, tasks, emails etc is key.

Extending this further, a customer facing solution (portal for projects) would also be a great !

Thanks in advance



      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________