Zoho Projects lets you manage projects contextually by tracking the progress of your clients' projects without leaving your CRM, and also keep track of their customer life cycle right from generating leads to closing deals.
Key Features:
Create, remove and edit Zoho Projects from within Zoho CRM.
Directly log information about calls made from Zoho CRM into Zoho Projects
Tasks created in Zoho CRM can be grouped in Classic, Kanban, and Plain views using the Zoho Projects extension.
Salespeople constantly want to know the status of their customers' deliverables, the Zoho Projects Extension lets them manage project tasks and issues, milestones, Gantt charts, time-sheets, analytics and reports right from their CRM account. This Extension is available for all editions of Zoho CRM.
This is by far the worst zoho experience ive had. I cannot get the projects in the CRM to match up with the projects in ZoHo projects. The vocabulary is different in each one. There is some issue with the layout in the CRM that accounts and clients and layouts all dont line up. I have emailed several times for help and I get vague 1 sentence answers.
Our team has worked on the reported problem. Kindly try again and it should be working fine. If the problem persists please do write to us at support@zohoextensions.com.
Could you please send an email to support@zohoextensions.com along with the screenshot of the reported error so that we can analyze it on our end and assist you better.
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their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software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 Projects for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Sad to see that the extension does not work and as per our records it looks like the integration between CRM and Projects is not enabled.
I kindly request you to ask the portal owner to follow the instructions mentioned in the below link
https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-projects/articles/configure-projects-crm-integration
If it still does not work, please drop us an email to support@zohoprojects.com. We will check and assist you.
Have a nice day