Zenatta Health Check for Zoho CRM

Regularly scheduled and on-demand data quality reports for Zoho CRM

Built for: CRM Developed by: Zenatta Consulting
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At the beginning of each month, you'll receive a Zoho CRM Health Check report outlining the data quality in Zoho CRM's core modules: Leads, Contacts, Accounts, Deals, Tasks, and Users. This extension utilizes CRM object query language (COQL) requests to calculate key indicators for your modules' health. Along with the key indicators for each module are links to Zenatta's how-to videos to help you improve your Zoho CRM data. You can also instantly generate a health check report by clicking a newly added "Run Health Check" button found on each of the modules.

Key Features:

  • Get health checks for Zoho CRM's Leads, Accounts, Contacts, Deals, and Tasks modules.
  • Check whether you're paying for any unused Zoho CRM user licenses.
  • Generate reports using one of Zoho CRM's email templates, which you can further customize to meet your needs.
  • Install a button in each Zoho CRM module to provide on-demand reports in addition to regularly scheduled reports.

Tags

Deployment type Zoho platform
Published date Feb 1, 2024
Version 1.3
Latest Released date Oct 1, 2024
Category Analytics
Pricing Paid
Vendor Website

Compatible Editions

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

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