Integrations Directory 
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one place.
- Organization
- Users
- Roles
- Profiles
- Territories
- Records
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Zoho CRM for your operation
Shipping / Receiving
Record inbound and outbound shipments, update inventory accordingly.
Module:Operations
Entity:Inventory Adjustment
Read more
Warehouse Receiving Checklist
Verify and record inbound goods from suppliers.
Module:Inventory Management
Entity:Inventory Receipt
Read more
Credit Application
Apply for credit terms with vendors or financial institutions.
Module:Finance & Accounting
Entity:Custom Entity
Read more
Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
Read more