Close deals faster with Zoho CRM + Zoho WorkDrive

Power your CRM with seamless document management

Don’t let scattered content slow down your sales cycle. With WorkDrive integrated into Zoho CRM, your proposals, decks, and agreements are always organized, accessible, and up to date—without leaving your CRM workspace.

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Less time chasing files. More time converting leads.

Your teams work best when everything they need is within reach. Zoho CRM and WorkDrive bring sales documents and customer data together, so reps can find, share, create, and update files without ever switching apps.

A jigsaw puzzle connecting Zoho WorkDrive and Zoho CRM, symbolizing integration

Access sales files right where you manage deals

Tired of hunting for files? Attach contracts, invoices, forms, and ID proofs directly to Leads, Contacts, Deals, or custom modules in CRM. Easy to find and always up to date.

The Documents module displayed in the Zoho CRM user interface

Optimize your storage space

Stop duplicating files across modules. Save space by storing files once and linking them with multiple records.

A file stored in WorkDrive linked to multiple records across Zoho CRM modules

Real-time two-way sync

Work confidently knowing any edits to documents in Zoho CRM or WorkDrive sync instantly both ways, keeping your sales content consistent and reliable through WorkDrive's centralized file management.

Create. Co-edit. Collaborate.

Whether your team is working in real time or contributing on their own schedule, they can co-edit documents, preview over 220 file formats, leave feedback, and stay connected.

A team collaborating on a Zoho Show presentation titled 'Social Media Strategy'

Structured for easy access

Bring order to your sales content with easy-to-navigate folders and subfolders so everything stays organized and right where you need it.

A nested folder structure in WorkDrive providing a bird’s-eye view for easy retrieval.

Quick file uploads from WorkDrive to CRM

Attach WorkDrive files directly to CRM records for seamless management and simple tracking of your sales processes—all in one place.

The option to upload files from Zoho WorkDrive to Zoho CRM modules

WorkDriveperks without the back-and-forth

Leverage WorkDrive’s powerful features like secure sharing, version control, smooth large file uploads, and more, right within your CRM workspace.

An energetic team securely managing documents in Zoho CRM using advanced WorkDrive features

Stay compliant, stay confident

  • Compliance you can count on

    Zoho WorkDrive meets industry-specific compliance standards such as SOC 2 Type II and ISO 27001, and it's GDPR and HIPAA compliant to ensure your business content is handled securely.

  • Encryption at every step

    All your data is encrypted, both in transit and at rest, protecting sensitive customer information.

  • Transparent file activity

    Stay audit-ready with detailed logs of who accessed or changed what and when.

Note: The CRM-WorkDrive integration is being rolled out in stages. It is currently available for new CRM sign-ups in all data centers and will soon be rolled out to existing users.

Zoho CRM + WorkDrive: Where sales and content teams work as one.

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