Make and receive calls right in the Zoho CRM
When you log into Zoho, you’ll receive a call pop notification when you have an incoming call, and have an easy click to dial interface right from any number through the platform.
Record call details
Once on a call, you can easily record any details during the call within the call pop, and have all of the notes transferred to the call instance within the lead or contact.
When you end a call you’ll be able to finish any note taking but also be prompted if you’d like to set up a follow-up event, call, or task. You’ll never forget to action a follow-up.
Each call made through the Zoho integration will automatically have important information recorded like call time, call duration, and call type, to easily run call activity reports and gain deeper insights into your time spent on the phone.