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Custom Zoho CRM dashboards

The Zoho CRM 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.png

Convert more leads, engage with customers, and grow your revenue when visualizing your ZohoCRM data in Plecto. Get a complete overview of your companies expected revenue, leads and deals.

Zoho Support.png

Setup a dashboard for your Support team to follow their most important KPIs. Improve agent productivity and increase customer happiness when visualizing the Zoho data like phone calls and tasks.

Black contest.png

Setup contest for your teams and have them compete player vs. player or team vs. team. Create an environment where fun and games is a part of going to work everyday! You chose the timeframe and what the competition is all about. You can even set a price on the line and visualize it next to the real-time data!

Zoho notification.png

Create notifications for when your team closes a new deal. The notification can trigger based on a result of a formula (which you can decide for yourself) or based on a new or updated registration. Experience how the positive vibes will spread in the office after each notification!

Zoho CRM
+
Plecto

Sales Marketing Customer Service

Partner website

www.zoho.com/crm

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

help.plecto.com/zohocrm www.plecto.com/blog/integrations/zohocrm

Create real-time Zoho CRM dashboard with Plecto

ZOHO CRM x PLECTO
Whether you use Zoho’s CRM’s 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 Plecto and visualize it just as you want. Get your visual Zoho CRM overview on a dashboard with real-time updates.

GAMIFICATION
Plecto’s 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 Plecto, 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 Plecto, you are able to build and tailor your own KPIs exactly as you want them. Plecto 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! Plecto also offers a personal demo so you can see how Plecto can help you and your team!

What types of data can you import from Zoho CRM?

Solutions

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
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

Accounts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Cases

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Activities

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Events

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Deals

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Leads

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
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

Calls

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Contacts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Invoices

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Campaigns

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
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

Quotes

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Vendors

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Tasks

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Products

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Pre-built Zoho CRM KPIs

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

Win Rate of Deals

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Leads Created

Number of Leads Created

Potential customers that have shown some interest in your company or product.

Number of Booked Meetings

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Value of Lost Deals

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Duration of All Calls

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

New MRR

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

Number of Meetings Completed

Number of Meetings Completed

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

Number of New Leads

Number of New Leads

Potential future customers that have shown some interest in your company or product in the last period.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

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

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.