The integration between Zoho Projects and Zoho CRM creates a bridge between sales and delivery. When a CRM deal is won, a Zoho Projects project can be created directly from the deal record. The project inherits contact details, account information, and deal context, and project progress is visible from within the CRM account view.
The integration links CRM Accounts and Contacts to Zoho Projects, allowing project team members to see the client’s CRM history. Project milestones can be visible within CRM, and project-related activities can be logged back to the CRM timeline.
For Zoho implementation partners and consulting firms, this integration ensures the handoff from sales to delivery is seamless. The delivery team sees exactly what was sold, and the sales team can monitor whether implementation is progressing well enough to ask for references or upsell opportunities.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.