CRM Help

Other Apps

Social CRM

Access the customer's LinkedIn and Facebook Profiles from within your Zoho CRM.
Zoho CRM for LinkedIn | Zoho CRM for Facebook | Zoho CRM for Twitter

Plug-in for Microsoft Outlook

Synchronize the contacts, tasks, and calendar between Microsoft Outlook and the Zoho CRM with the productivity-enhancement software.
Installation | Activation | Usage | Synchronize Outlook Calendar

Zoho PhoneBridge

Connect multiple PBX systems and execute inbound and outbound calls inside Zoho CRM.
Configure | Install | Usage

Plug-in for Microsoft Office

Create mail merge documents on-the-fly using Zoho CRM data with the help of the Zoho CRM Plug-in for Microsoft Office.
Installation | Usage | Error Messages

Zoho CRM for QuickBooks

Synchronize customer data between Zoho CRM and QuickBooks and maintain up-to-date customer information.
Installation Procedure | Settings | Manual/Automatic Sync | Data Transfer

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