Zoho FSM for Zoho CRM

Merge great customer experience with a memorable service experience with the Zoho FSM extension for Zoho CRM.

Built for: CRM Developed by: Zoho Corporation
4.5k+ Installs

The Zoho FSM extension for Zoho CRM helps you connect sales and field service. Convert your closed deals and sales orders into requests and work orders in record time. View the details of the services (e.g, work orders, appointments) for contacts and accounts from within Zoho CRM.

Zoho FSM is a powerful, one-stop field service management platform. Zoho FSM comes with an exhaustive list of features to help you streamline every aspect of your business and, ultimately, deliver an enhanced service experience.

Visit https://www.zoho.com/fsm/ to know more.

Key capabilities of Zoho FSM:
- Customer management
- Work order management
- Estimates and invoices
- Appointment scheduling and dispatch
- Agent live-tracking on maps
- Online and offline payments
- Workforce management
- Asset management
- Customization
- Workflow automation
- Dashboard
- Built-in reports
- REST APIs

Key Features:

  • Sync accounts, contacts and product data between Zoho CRM and Zoho FSM.
  • Create service requests, estimates, and work orders from the Zoho CRM Accounts, Contacts, Deals, and Sales Order detail pages.
  • Add items from the Zoho CRM Sales Order detail page as assets in Zoho FSM and create service requests for them.
  • Use Zoho FSM to schedule jobs, work at the site, and send invoices.

Tags

Deployment type Zoho platform
Published date Jul 6, 2023
Version 1.2
Latest Released date Jan 25, 2025
Category Field Service
Pricing Free
Vendor Website

Compatible Editions

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

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