Zoho Notebook For Zoho CRM

A powerful solution that enables users to take rich text notes, attach photos, record audio, attach files, and add to-do items

Built for: CRM Developed by: Zoho Corporation
600+ Installs
  ( 12 )

CRM users can seamlessly capture and organize important information and notes related to their customers directly from modules like leads, contacts, or even from the related list. Team members can easily access and view these notes by default. The CRM Board provides a specially curated view for efficient note management, offering a streamlined approach for organizing and prioritizing notes.

Key Features:

  • Take notes, add photos, record audio, attach files, and add to-do items swiftly while you are in a CRM record using the drop-down button.
  • Access all the notes linked to a CRM record and make them visible to all or make them private if needed.
  • Create notes directly and associate them with as many records as you want.
  • View all of the notes linked to a CRM record by visiting the Zoho Notebook related list with the CRM record you need to see.

Tags

Deployment type Zoho platform
Published date Apr 27, 2023
Version 1.0
Category Productivity
Pricing Free
Vendor Website

Compatible Editions

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

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