Introducing Incentives for Zoho CRM

Introducing Incentives for Zoho CRM

Dear Customers,

We are here with an amazing news!

We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance data from Zoho CRM to calculate, automate, and track commissions upon a trigger.

🥁 Meet, Incentives for Zoho CRM

Capabilities 

Incentives for Zoho CRM enables you to

Design distinct commission plans for various sales personas

  1. Predictive plan for Store front reps? - Check ✅
  2. Competitive plans for field sales? - Check  ✅
  3. Compensating presales for their winning solutions? - Check ✅

Create plans based on your business’s focus

  1. Want to increase your product adoption? Create line item-based plan.
  2. Want to accelerate revenue? Create a plan based on total amount
  3. Have a revenue target? Reward your reps based the quota they attain.
  4. Commissioning each transaction is convenient to track? Choose transaction-based plans.

Trigger commission computation from various performance data

Get performance data from leads, deals, quotes, POs, SOs, Invoices, or other custom modules to trigger commission computation, as per your infrastructure.

Draw competitive commission structures to see your business objectives in action

  1. Choose flat structure for predictive, standard computation.
  2. Choose from Tiered structures: Flat, differential, and differential prorated to design competitive tiered computation structures.

Automate commission approvals

  1. Make approval the determining factor to create payouts.
  2. Assign users, roles, or groups to approve, reject, or delegate commissions.

Resolve transactional conflicts by the rule

  1. Define your discrepancy window to rebalance change in the sale terms.
  2. Or, create criteria to clawback the earnings when the sale gets nullified.

Track your commission spends and identify your top-contributors

  1. Build analytical dashboards and reports for commissions and payouts generated.
  2. Measure returns, analyze trends and anomalies, and track average cost to company.

The following chart depicts the possible strategies you can run based on your business objectives:
 


Put together, these powerful capabilities will help you design commission plans that suits your business, automates the execution, and track the commissioning expenses—all by leveraging the data that lives in your CRM, without having to make any redundant efforts.

Swipe through the carousel to take a look at the application:

Installing Incentives for Zoho CRM 

Incentives is an app that leverages CRM data to fulfill its own function. That said, we built it within the App Space for Zoho CRM like ABM or VoC. You can switch between CRM and Incentives through this container.

Road map

We know this is a most sought-after solution and we are really excited to introduce the first cut with most capabilities you’ve asked for. However, like you know, incentive management is a vast area that brings a lot of combinatorial factors into the picture. Keeping them in mind, we have the following in our development pipeline:
  1. On-Target Earnings (OTE) + Commission Configurations for sales individuals: Combine fixed pay with performance-based commissions tied to sales goals.
  2. Manager Roll-Up Commissions: Reward managers based on their team’s sales performance.
  3. Team Split Commissions: Divide earnings from a single transaction among multiple people who contributed to the sale.
Do you have some more requirements?

Please feel free to share them in the comments—overall, in our focus to evolve into a comprehensive compensation management tool, we’d like to have you aside in our path.

Availability:

Incentives for Zoho CRM will be available for customers subscribed to Enterprise, Ultimate, Zoho CRM Plus, and Zoho One editions/suites at no extra charge—for the moment.


Info
Note:
  1. To be eligible for the Incentives for Zoho CRM application, it is required for the organization to be in the New CRM UI.
  2. Incentives for Zoho CRM is not supported in mobile app, currently.

Release plan:

We will enable Incentives app for customers in Ultimate editions in all DCs, today. We will open for other editions and DCs, gradually.

Resource:

Explore our resources about creating, approving, resolving, and analyzing incentives before your experiment implementation.

 
See you soon!
 
Kind regards,
Saranya Balasubramanian
CRM Marketing
 
Know the people behind the product:
Product Manager: Kota Bhaargavi Sai
Developers: Akila G, Kabilan M, Chethan Kumar

    • Recent Topics

    • Address limits per customer by edition

      I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

    • How to Convert Emails to PDF Format in Batch

      It is helpful to convert emails into PDF format when you want to save important messages, when you need to share business correspondence, or when you wish to keep email records for future reference. PDF files can be readily opened, printed, and shared

    • Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?

      Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures

    • Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

      Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

    • Lookups and Custom Modules

      I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

    • Changing an existing item to different accounts & inventory-tracked

      Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

    • Zoho Books | Product updates | October 2026

      Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Button or Links order

      Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Bulk updating tags

      My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts

    • Download or Backup Bulk Emails from IMAP Server

      Taking email messages from an IMAP server and saving them is a wise method for ensuring that important emails are kept safe and easy to access. No matter whether you have a business email address or a personal mailbox, keeping a local copy of your emails

    • Zoho Writer Label Template Merge/Print Via API/Webhook/Flow

      Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run

    • Kaizen #263: Using Zoho CRM Skill to Build Widgets

      Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this

    • Zoho notebook No login

      Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can

    • Search is completely broken for PC

      I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • Behind a great customer experience is a team

      Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like

    • What's New - August and September 2026 | Zoho Backstage

      Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,

    • Images Not Displaying Properly in Zoho Desk

      Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images

    • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

      We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

    • Widget Height were destroyed

      All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.

    • Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

      I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have

    • How long does it take to review campaigns?

      Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?

    • Convert MSG to PDF in Bulk with Attachment Free

      Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG

    • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

      Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

    • Convert MBOX to PST File Using Free Methods

      MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST

    • Zoho Community Digest - September 2026 | Part 4

      Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One

    • Automate weekly reports from Channels | Zoho Cliq AI use case #01

      Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.

    • Apple Mail to Outlook Converter - Export Apple Mac Mail to PST File

      Apple Mail is a well-known email application among people who use Macs, whereas Microsoft Outlook is widely employed for both personal and business use. Should you decide to move from Apple Mail to Outlook, you'll probably need to transfer your mailbox

    • Creator -Dynamic addition of Customer Portal User Licenses

      Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,

    • Zoho Tables is now part of Zoho One!

      Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate

    • How to import PST files in Office 365?

      You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

    • [Webinar] Zoho CommunitySpaces MCP

      New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register

    • Solution to Import OST File into Office 365.

      In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement

    • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

      Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.

    • Live connection to DS files in Zoho Creator / ChatGPT

      As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have

    • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

      We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even

    • Export Exchange Online Archive Mailboxes to PST for Microsft 365 Users

      With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,

    • Task Module quick create settings

      Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.

    • Next Page