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Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
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Zoho Mail Webinars

Check out our recorded webinars any time you want and learn in-depth about Zoho Mail.

Explore Zoho Mail and CRM Integration - Elevate your customer management

Frequently Asked Questions

  • How to get an account in Zoho Mail?

    You can get started with our free plan or trial. Based on how you like it, you can upgrade to one of our paid plans.
    Refer - https://www.zoho.com/mail/zohomail-pricing.html

  • How can we get help with setting up an Zoho email with a domain I own?

    Please refer to the below link to know the step by step procedure to add your domain in Zoho Mail
    Refer - https://www.zoho.com/mail/complete-guide-to-setup-zohomail.html

  • I currently use outlook, how can I transfer my email account/calendar info to Zoho mail?

    You can migrate your calendars from your Microsoft Outlook account to your Zoho Calendar.
    Refer - https://help.zoho.com/portal/en/kb/calendar/migrating-to-zoho-calendar/articles/migrating-to-zoho-calendar#To_migrate_your_Microsoft_Outlook_Calendar_to_Zoho_Calendar

  • What security do you use for Zoho Mail?

    We provide 360 degree security for Zoho Mail.
    Refer - https://www.zoho.com/mail/secure-email.html

  • When migrating from Office 365 to the existing Zoho Mail, will it merge the folder structure?

    You can migrate along with the folder details from Office 365.

  • Can we share our calendar with people outside our organization?

    Yes, you can share your Zoho Calendar with external members using iCal URL.
    Refer - https://help.zoho.com/portal/en/kb/calendar/share-calendars/articles/ways-to-share-calendars for detailed information on sharing calendars.

  • If I switch to ZOHO Mail, does my email address change to something that includes ZOHO in the address--or can it stay the same?

    You can create the same email address which you have created in your existing email provider.

  • Does recall only recall unread emails?

    It recalls the read emails also. But it leaves a message in the recalled thread.

  • How can I sync my zoho calendar with gmail (free) calendar?

    You can sync your Google Calendar with Zoho Calendar. (We support only one way sync)
    Refer - https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/sync-google-calendar

  • How can I download module wise reports in CRM

    We have a Reports module available in Zoho CRM. We can create the reports by choosing the relevant modules and running the reports.

  • How can we set a follow-up email cycle in Zoho Mail/CRM?

    In Zoho Mail, you can set up reminders or follow-ups.
    Refer - https://www.zoho.com/mail/how-to/follow-up-emails.html

    In Zoho CRM, you can schedule the email once done with Email configuration within CRM using Mass email scheduler or workflows using the date & time based triggers.

  • I get redirected to Outlook whenever I click mail in Zoho CRM. Why is that?

    Set the integration to Zoho Mail in the set up page of your Zoho CRM system.

  • Can you scan biz cards to auto fill information in CRM?

    Yes, you can scan biz cards and add them to contacts/leads in CRM using the Card Scanner app

  • Is there a guide that we can use to optimize the CRM usage fully? I feel it is powerful but sometimes it is difficult to get started.

    Please refer the link below to know in detail about the Zoho CRM or you can also write to us to support@zohocrm.com for any clarification or help.
    Refer - Refer - https://www.zoho.com/crm/resources/?utm_source=product

  • How do we activate Zoho Mail add-on in CRM?

    Go to CRM >> Setup >> Channels >> EMail >> Start with the email configuration process

  • How Contacts from my Mail app integrate with contacts in CRM? I would prefer to have the option of one set of contacts as opposed to multiple lists.

    The contacts in Zoho Mail need not be just your business contacts. It can range from anything. However in CRM the contacts will be your customers or potential customers/ leads whom you need to nurture. Hence they are maintained separately by both the apps. They integrate in many ways. When you compose an email in Zoho Mail, your CRM contacts are also listed. Similarly you can add a contact from an incoming email to CRM as lead or just a contact.

  • Can I see my entire Inbox in CRM or do I need to monitor my Mail inbox for non-crm record emails?

    Certainly you can see all the emails that you receive in your mailbox. It will display all the emails other than just the emails from Leads, contact etc.

  • Can my Outlook get tied together with Zoho CRM to act similarly?

    Yes, we have a plugin for CRM and Outlook to integrate and talk to one another.

  • We use Gmail, is there a way to track lead conversations in Zoho CRM without Zoho Mail?

    You can configure your Gmail within Zoho CRM using the Mail add-on to track the emails within the Leads section.

  • Is it possible to integrate the CRM also with the zoho desk ticketing?

    Yes, Zoho CRM can be integrated with Zoho Desk with the extension available on the marketplace.

  • How does a company allow some employees to use Zoho Email, while others use an outside email service like Gmail?

    Yes, this can be achieved via Split delivery.
    Refer - Refer - https://www.zoho.com/mail/help/adminconsole/coexistence-with-gsuite.html

  • How to integrate Zoho Calendar and CRM activities

    You can integrate Zoho CRM and Zoho Mail calendar. The Meetings and Calls created within the CRM can be synced to the Calendar within Zoho Mail application.

Speaker

Priyanka Gnanasekhar | Product Expert

Priyanka Gnanasekhar

Product Expert