PRODUCTIVITY IN CRM
Quick Copy
Put every field value at your fingertips in a clean, searchable panel so you can grab exactly what you need without clicking into edit mode to copy field values from a record.
DOCUMENT AUTOMATION
Auto Document Merge Pro
Generate documents from CRM mail-merge templates and trigger actions on them — letters, proposals and more, from one simple interface.
DOCUMENT AUTOMATION
Auto Document Merge Lite
Core mail-merge features for Zoho CRM, free to use. Create merge documents with the click of a button.
ANALYTICS IN CRM
Record Analytics
Show Zoho Analytics reports and dashboards inside a Contact or Account record — dynamically filtered to that record.
