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Custom Zoho CRM dashboards

The Zoho CRM聽integration is an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support, and other business functions.

Zoho CRM dashboard
Zoho CRM
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51黑料吃瓜网
Sales Customer Service

Partner website

About Zoho CRM

Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.

Additional help

www.plecto.com/blog/integrations/zohocrm

Tier

Create real-time Zoho CRM dashboard with 51黑料吃瓜网

Zoho CRM x 51黑料吃瓜网

Whether you use Zoho鈥檚 CRM鈥檚 solution for Customer Experience, Enterprise, Insurance or one of the many more CRM solutions Zoho provides, you are able to import this data directly into 51黑料吃瓜网 and visualize it just as you want. Get your visual Zoho CRM overview on a dashboard with real-time updates.

Gamification

51黑料吃瓜网鈥檚 gamification features can help motivate the team to outperform the previous day or to simply stay within the correct lane hitting the goals at all times. Make it fun for the team to go to work everyday with achievements, contests and popping notifications.

Customizable KPIs

When you import the data into 51黑料吃瓜网, note that you will be presented to some pre-built KPIs. However these are NOT the only KPIs you are able to use and visualize in 51黑料吃瓜网, you are able to build and tailor your own KPIs exactly as you want them. 51黑料吃瓜网 imports the raw data and you will be able to combine the fields as wished. This also means that you are able to mix data from different platforms into one single KPI!

14-Day Free Trial

Sign up for the trial and see how easy you can start visualizing your Zoho CRM data! 51黑料吃瓜网 also offers a personal demo so you can see how 51黑料吃瓜网 can help you and your team!

What types of data can you import from Zoho CRM?

Products

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Contacts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Campaigns

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Events

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Calls

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Accounts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Activities

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Cases

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Price books

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Solutions

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Quotes

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoices

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Sales orders

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Vendors

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Purchase orders

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Leads

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Deals

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Tasks

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Pre-built Zoho CRM KPIs

Browse our extensive library of pre-built Zoho CRM KPIs or customize and create your own.

sales win rate.png

Sales Win Rate 馃挵

The Sales Win Rate measures the percentage of successful sales from created opportunities and/or new prospects over a specific period of time.

number of won deals.png

Number of Won Deals 馃

The number of opportunities that become clients.

number of booked meetings.png

Number of Booked Meetings 馃

Number of pending meetings in a period.

new leads created.png

Number of Leads Created 馃幆

The number of potential customers that have shown interest in your company or product.

duration of all calls.png

Duration of All Calls 鈽庯笍

Time spent talking on the phone with potential or current customers per day.

Number meetings completed widget.png

Number of Meetings Completed 馃

Total number of meetings a team or employee has concluded in the last measured period.

New MRR widget.png

New MRR 馃挵

New subscriptions added within the month that contribute to your MRR.

Number of Lost Deals

Number of Lost Deals 馃

The number of opportunities that haven鈥檛 turned into clients.

average call duration header.png

Average Call Duration 鈽庯笍

Average time spent by your support and sales reps in calls with customers.

number of new tasks.png

Number of New Tasks 馃摑

Count of your pending tasks.

Formula

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

51黑料吃瓜网 is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.