Capture, enhance, and organize rich notes seamlessly within your CRM workspace. Create text, audio, checklist, and file notes directly from modules like Leads, Contacts, Deals, and Calls. Use Smart AI Transcription to convert audio into structured text with MOM or Sales templates. With Notebook AI, you can summarize, improve, and structure your CRM notes in seconds. Attach notes to call records, move personal notes into CRM, and multitask with the new multi-pane layout—all without leaving your CRM.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Zoho Notebook For Zoho CRM. It would add a lot more value to your CRM account.
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