Zoho Team Users

For as long as I can remember, clients have asked if all users need to have the same license. This has always been the case. For example, if you have Zoho CRM Enterprise, then all users would pay £35 per month.

This can be restrictive if you have staff who only need very basic access - maybe to view records, make sales calls or to add notes/attachments etc.

Zoho have responded to this requirement and introduced Team Users who have the capability to do the following :

✅ View records in any 10 modules.

✅ View and customise their own information under personal settings in CRM.

✅ Add notes, tags, and attachments to records.

✅ View all public custom views, create, and share views.

✅ View records created via integrations.

✅ View Social Brands feeds.

✅ Interact with other CRM users via Feeds.

However, the important thing to note is that Team Users aren't able to Create, Update, and Delete individual records. If this is required, then a full license will be needed.

To review if Team Users might work for you, take a look at the FAQ :

If you like the idea of Team Users, but it would be too restrictive for your needs, then we've developed some alternative solutions which would provide similar functionality without requiring a full license.

Get in touch if you'd like to discuss how Team Users (or alternatives) might work for you - our first consultation is always free.