Effortlessly convert leads into contacts and vendors within Zoho CRM.
Data Integrity Assurance
Maintain consistent and accurate data during the conversion process, ensuring no information is lost.
Tailored Field Mapping
Customize field mapping to ensure all relevant lead information is transferred correctly.
Bulk Lead Conversion
Convert multiple leads at once, saving time and increasing efficiency.
Preservation of Leads
Leads will not be deleted after they are converted to Contacts and Vendors from the Leads module.
Prerequisites
Prerequisites
You must be the Zoho CRM's Super Admin
Zoho CRM Enterprise Edition or higher is required
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Effortless Lead Conversion
Simplify the process of converting leads into contacts or vendors directly within Zoho CRM, streamlining your sales workflow and ensuring accurate data transfer without duplications.
Customizable Conversion Process
Tailor the lead conversion process to your business needs by selecting whether the lead should be converted to a contact, vendor, or other custom entity, maintaining flexibility and control.
Seamless Data Transfer
Automatically transfer all relevant lead information (such as contact details, notes, and communication history) into the new contact or vendor profile, ensuring no data is lost during conversion.
Improved Sales and Vendor Management
Enhance both your sales pipeline and vendor relationships by easily converting leads to the appropriate entities, ensuring better organization and faster follow-ups for improved business management.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
