Zoho CRM

Build Custom Zoho CRM Reports

Zoho CRM is a web-based customer relationship management (CRM) software that manages sales, marketing, and support. It helps you close more deals with powerful features like lead tracking, pipeline management, reporting dashboards and email marketing integration. Zoho CRM's easy drag-and-drop interface makes it simple to keep your data organized in one place so you can focus on what matters most: closing deals.

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Actiondesk
Zoho CRM
Zoho CRM

Actiondesk is a spreadsheet interface that connects to Zoho CRM and your other data sources so you can build live reports.

Put your Zoho CRM reporting on a spreadsheet

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Connect your Zoho CRM data live

Actiondesk connects to Zoho CRM and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Zoho CRM report

You can use our pre-built Zoho CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Zoho CRM and other data sources?

You can use our pre-built Zoho CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

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How To Connect Zoho CRM To Google Sheets

Follow our step by step guide to import Zoho CRM data automatically into Google Sheets using an Apps Script. Alternatively