Private Notes for Zoho CRM

Your notes, your control—securely within Zoho CRM

Built for: CRM Developed by: C3 Solutions
  ( 0 )

The app serves as an extension for Zoho CRM, enhancing its functionality by allowing users to take private notes on meeting records within the CRM platform. It facilitates better organization and documentation of interactions with contacts.The target audience for this app includes businesses and professionals who use Zoho CRM for managing customer relationships. It is particularly useful for sales representatives, customer support agents, and other personnel who frequently engage with clients and need to keep detailed records of meetings.

Key Features:

  • Private notes button: Integration with Zoho CRM interface to add a "Private Notes" button within meeting records.
  • Meeting-specific notes: Private notes are tied to individual meetings, allowing users to maintain a clear and organized record of discussions, action items, and other pertinent information for each meeting.
  • Association with contacts and accounts: The app allows users to associate private notes with specific contacts within the CRM. This association ensures notes are easily accessible and organized for each contact and account.
  • Viewing notes from the Contacts and Accounts modules: Users can access the private notes associated with a contact directly from the Contacts module and an account within the Accounts module in Zoho CRM. This feature streamlines the process of reviewing and editing notes related to specific meetings or interactions with a contact or account.

Tags

Deployment type Zoho platform
Published date May 29, 2024
Version 1.0
Category Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.