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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. Mini-CRM View Interface

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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

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What You Can Do

With the Mini-CRM View, you can perform the following actions directly within WhatsApp:
1

Manage Leads

Create and view Zoho leads from WhatsApp chats. Edit lead profiles and add notes to keep your information current.
2

Handle Contacts

Create, view, and edit Zoho contacts. Access full contact profiles and update information in real-time.
3

Assign Tasks

Assign tasks to contacts directly from the WhatsApp interface, ensuring follow-ups are never missed.
4

Manage Deals

Create and manage contact deals. Track deal progress without switching between applications.
Mini-CRM Features

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Benefits

This feature is designed to save time, enhance productivity, and provide sales and support teams with the tools they need—right within WhatsApp.

Lead Profile

View and manage detailed lead information

Contact Management

Full contact profile access and editing

Deal Tracking

Manage deals and track progress