CRM Help

Templates

Zoho CRM provides various templates that you can use. This includes templates for quotes, invoices, emails etc. You can also create customized templates based on your needs.

Email Templates

Create email templates as per your needs, schedule emails and include unsubscription forms in the emails.
Create Email Templates | Create Email Templates Folder | Set up Unsubscription Form

Inventory Templates

Customize the Quote, Purchase Order, Sales Order and Invoice templates as per your business requirements.
Create Inventory Templates | Create Inventory Template Folder

Mail Merge Templates

Create mail merge templates to create documents that require repetitive tasks.
Create Mail Merge Templates Folder | Create Template in Zoho Writer | Create Template in MS Word

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