CRM for Everyone
Resource Gallery

A truly democratic approach to delighting customers.

CRM for Everyone is our vision to make Zoho CRM a truly democratic system for sales as well as multiple customer operations teams across your organisation. Now bring your teams onboard CRM, empower them to setup and manage their processes in dedicated spaces, and facilitate seamless coordination among each other to meet a single common goal— delighting your customers every day!

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Team Module

Configuring Team Module

Using Team Module

Uses Cases | Team Module

FAQs on Team Module

Implementation Guidelines

Team User Licenses

Teamspaces

Managing Teamspaces

FAQs on Teamspaces

CRM's Next Gen UI

Navigating the Next Gen UI

FAQs on the Next Gen UI

Chart view for modules

What is the chart view?

FAQs on using the chart view

Interactions Tab

Interactions Tab: Overview

FAQs on the Interactions tab

Recorded Webinar

Conceptual overview

Zoho CRM for Everyone is a progressive and fundamental shift towards making the CRM a truly democratic system for every stakeholder that needs it in an organization. Watch this recorded webinar to learn more on the conceptual overview of Zoho CRM for Everyone.

49:09