Organization chart for Zoho CRM

Quickly show customer contacts' roles, friendliness, and organization charts

Built for: CRM Developed by: YuXuan Technology Co.,Ltd.
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The Organization Chart extension for Zoho CRM quickly generates a relationship hierarchy diagram based on the customer's contact records. Help your sales team determine the company's reporting relationships and the role their contact has within the company. The extension also shows contact friendliness, such as neutral, support, against, or otherwise.

Key Features:

  • Generate an organizational chart using the Contacts module in Zoho CRM.
  • Quickly view the reporting relationships and friendliness of account contacts, to close deals faster.
  • Discover who reports to whom and what role each contact plays.
  • Maximize your chances of deal conversion by adopting appropriate sales strategies for contacts with different roles and friendliness.

Tags

Deployment type Zoho platform
Published date Nov 3, 2022
Version 1.0
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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