Zoho CRM Experts
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Maximizing the productivity on every project

Customize, Configure & Create

Experience a different approach to customer service. Communicate effectively with vendor crew and/or respond promptly with customers by using customized project name, address.

Instant Sync and Access

Sync CRM record to a Company Cam project. Get access to all aspects of a project including proof of visual evidence. Access project photos and artifacts straight from your ZOHO CRM record. Mitigate risks and make informed decisions using real-time data from the field.

How to use this extension with your ZOHO CRM?

Use case: Managing a customer/ site project in Zoho CRM.
Stakeholders: Customers, contractors, builders, architects, and other decision-makers.
Process: Sales have a lead (potential client), and an opportunity (deal).
Lead -> Opportunity -> Proposal -> Create Project

Frequestly Asked Questions

How do I set up Company Cam - Zoho CRM integration?
Install the Company Cam Connect extension for ZOHO CRM extension to your Zoho CRM account. To begin, click “Install” from our Marketplace page. Then follow the prompts to confirm your settings and permissions.
Yes. The extension supports creating a project in Company Cam for a CRM Deal or Quote record. Configure the Project Name, Project address in the Settings page. Please see the user guide – ‘Create Project’ for the specific steps to complete this or video user guide for better assistance.
Configure the CRM module to be associated with Company Cam in the Settings page. Use the option ‘Link CC Project’ within the module record, and select a project from the list to establish the sync. Please see user guide for more details.
Yes. Access to project Photos or Documents is tied to the CC Projects record for the Deal or Quote. You can access this record as a ‘Related List’ within the CRM module record. Please see user guide – ‘Download Photos/ Documents from Projects’ or video user guide for better assistance.
Yes, any tags or notes added to the specific project will be updated in the module record in CRM. A link to the CRM record is also available in the Company Cam Project.
Yes. You can try this extension free for 15 days.

Let's get started.

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