Zoho Mini-CRM View inside WhatsApp
The Zoho Mini-CRM View is an innovative feature that brings your Zoho CRM functionalities directly into your WhatsApp interface. This seamless integration allows you to manage leads, contacts, and deals effortlessly while staying focused on your conversations.
Here’s what you can do with the Zoho Mini-CRM View:
Create Zoho Leads: Instantly add new leads from your WhatsApp chats.
View Zoho Lead Profiles: Access detailed information about your leads without leaving WhatsApp.
Edit Zoho Lead Profiles: Update lead information directly as you chat.
Log Zoho Lead Notes: Add quick notes to your leads for better tracking and follow-ups.
Create Zoho Contacts: Easily create new contacts straight from your WhatsApp interface.
View Zoho Contact Profiles: Get instant access to comprehensive contact details.
Edit Zoho Contact Profiles: Make updates to your contacts in real-time.
Add Zoho Contact Notes: Log notes for your contacts to keep your communication organized.
Assign Zoho Contact Tasks: Stay on top of your workflow by creating tasks linked to your contacts.
Create Zoho Contact Deals: Initiate new deals right from your WhatsApp conversations.
Manage Zoho Contact Deals: View, update, or track your deals without switching apps.
This feature is designed to save time, enhance productivity, and provide sales and support teams with the tools they need—right within WhatsApp. It’s CRM functionality at your fingertips!