Setup Index

  • General Settings

    Add your personal details and set up your organization's details, fiscal year, business hours, currencies and more.

  • Users and Control

    Explore user management activities such as creating roles and permissions, and adding and managing users.

  • Channels

    Check out some effective ways to stay connected and interact with your prospects in a more intelligent manner.

  • Customization

    Personalize your account with powerful customization tools that enables businesses of all sizes to adopt quickly.

  • Automation

    Automate your business processes by setting up workflows, sending automated responses, and streamlining your sales process.

  • Data Administration

    Manage your data and maintain a clutter-free database with import, export, and duplication management.

  • Marketplace

    Develop connections and cultivate stronger bonds with your clients by integrating third-party applications with CRM.

  • Developer Space

    Use developer tools like widgets, SDKs, functions to build customized apps, and integrate with third-party applications.

  • GDPR and Zoho CRM

    Get guidance on how to secure customer data, and focus on making your business compliant with privacy regulations.

Still can't find what you're looking for?

Write to us: support@zohocrm.com