Access your Zoho CRM contact records, accounts, deals, and more — directly inside the Ventana portal.
The CRM module connects your portal to Zoho CRM, giving users a live view of their own contact record and any related data your admin has enabled — like deals, accounts, or custom modules. Admins control which modules appear, which fields are visible, and what each role can edit.
Every user sees their own Zoho CRM contact record. Fields are configured per-role — some editable, some read-only.
Admins can enable additional modules — Accounts, Deals, and more — that surface records linked to each user's contact.
Control exactly which fields each role can see and edit. Changes apply immediately and sync back to Zoho CRM.
Enable CRM, sync and configure modules, and set per-field permissions for each role.
View and edit your contact info, browse linked deals and accounts, and navigate the CRM flyout.
Access and manage your assigned contacts, view their CRM details, and navigate the Contacts list.