ZCZoho CRM + Klayara
Zoho CRM dashboards and reporting across teams and regions. Connect Zoho CRM to Klayara to report on leads, deals and accounts across regions and teams — and put them next to Zoho Books, your ERP or e-commerce store. Regional managers see their own territory, head office sees the whole funnel, and reports arrive on schedule.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Zoho CRM data, readable by everyone who should see it.
- Leads and deals by region, team and source
- Territory permissions for regional managers
- CRM deals next to invoices and payments
- Scheduled pipeline reviews by email or chat
- Connect — tell our team which Zoho CRM account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Zoho CRM and build your first dashboards as part of onboarding. About the service.
Want Zoho CRM in Klayara? Ask our team about connecting Zoho CRM — tell us what you report on and we will set it up with you.
What teams build on Zoho CRM.
Regional funnel
Leads, qualified leads, deals and wins by region.
Deal ageing
Open deals by age and stage, oldest first.
Account growth
Revenue per account against last year.
Team leaderboard
Won value and win rate by salesperson.
Connect these alongside Zoho CRM.
How do we connect Zoho CRM to Klayara?
Ask our team about connecting Zoho CRM. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Can regional managers ask Klayara AI about their own pipeline?
Yes. Each manager asks in plain words and gets a chart of their own territory only. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
Can we combine Zoho CRM with Zoho Books?
Yes. Relate CRM accounts to Books customers once and see deals won next to invoices raised and cash collected.
Does it work in Arabic for our Gulf team?
Yes. The Klayara product works in English and Arabic, with right-to-left layouts in Arabic.
See your Zoho CRM data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing