Overview
The Zoho Mini-CRM View brings your Zoho CRM functionalities directly into your WhatsApp interface. This powerful integration allows you to manage leads, contacts, and deals without ever leaving your messaging conversations.
Key Capabilities
Lead Management
Create, view, and edit Zoho leads directly from WhatsApp chats
Contact Management
Create, view, and edit Zoho contacts with full profile access
Deal Tracking
Create and manage contact deals without switching applications
Task Assignment
Assign tasks to contacts and add notes to lead profiles
What You Can Do
With the Mini-CRM View, you can perform the following actions directly within WhatsApp:Manage Leads
Create and view Zoho leads from WhatsApp chats. Edit lead profiles and add notes to keep your information current.
Handle Contacts
Create, view, and edit Zoho contacts. Access full contact profiles and update information in real-time.
Assign Tasks
Assign tasks to contacts directly from the WhatsApp interface, ensuring follow-ups are never missed.
Benefits
| Benefit | Description |
|---|---|
| Time Savings | No need to switch between WhatsApp and Zoho CRM |
| Enhanced Productivity | Access all CRM functions in one place |
| Real-time Updates | Keep customer data current during conversations |
| Seamless Workflow | Handle sales tasks without interrupting chats |