Zoho CRM > Contacts & Accounts
Contacts Module — Key Features:
360-Degree View of each individual’s full interaction history
Automatic Email Capture from integrated inboxes
Call Logging & Notes for every communication
Custom Fields & Layouts to match your business process
Lead Conversion turns leads into contacts in one click
Tags & Segmentation for grouping and targeting
Activity Timeline to track every touchpoint (calls, emails, meetings)
Integration with Social Media to view LinkedIn/Twitter profiles
Accounts Module — Key Features:
Company-Level Data Management for B2B operations
Multiple Contact Association under one account
Deal & Pipeline Association to view all open/closed deals by account
Notes, Tasks, and Events linked to accounts
Custom Views & Filters for organizing companies based on size, industry, etc.
Hierarchical Account Structure (parent-child companies)
Related Lists to view associated contacts, deals, activities, and more
Role-Based Access to control who can view/edit account info
Contact-Account Linking:
Associate multiple contacts with the same account to manage company-wide relationships effectively.
