Tired of rewriting the same notes in the same structure in Zoho CRM? The Note Template extension solves this by letting you and your team create reusable note templates for Leads, Contacts, Deals, Meetings, and Tasks. With just a few clicks, users can create a templated note—personalized with record-specific details using dynamic merge tags. Once saved, you can use it directly on any record, with no copy-pasting required. This streamlines repetitive activities such as discovery calls, client updates, or even internal reviews. Not only do you save time, you ensure team-wide consistency in note-taking, which keeps your CRM data clean, organized, and easy to report on. This allows you to identify trends in your business operations and opportunities for further automation.
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You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
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You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
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Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
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Hello,
I would recommend you to try Note Template for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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