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Flexbox Digital
  • Extension for Zoho CRM

    Better notes.
    Better follow-up.

    Create complete, consistent and actionable CRM notes with reusable guided templates—without leaving Zoho CRM.

    Start free trialView user guide

    For Leads, Contacts, Accounts and Deals · Organization-wide pricing

Consistent customer context, captured every time

Replace incomplete free-form notes with a repeatable framework that guides users through the right questions and next steps.

01

Organization-wide templates

Administrators create and maintain shared playbooks for the entire CRM team.

02

Guided questions

Use required questions and suitable response types to keep information complete.

03

Native CRM notes

Preview and save a clean, formatted note directly to the current CRM record.

04

CRM field mapping

Map important answers to compatible CRM fields using their API names.

05

Follow-up tasks

Turn the agreed next action and date into a Zoho CRM task.

06

Core sales modules

Use guided templates with Leads, Contacts, Accounts and Deals.

From conversation to action in four steps

Select a template

Open Guided Note from a CRM record and choose the right playbook.

Complete the questions

Capture customer context, decisions and next steps.

Preview the note

Review the formatted output before it is added to the record.

Save and follow up

Create the CRM note, update mapped fields and add a task.

Create Template
Create Note Template Questions
Create Deal Note

Installation and user guide

Everything administrators and CRM users need to get started.

For administrators

  1. Install Guided Notes from Zoho Marketplace and approve the requested permissions.
  2. Open the Guided Notes settings page and create a template.
  3. Select Leads, Contacts, Accounts or Deals.
  4. Add questions, response types and required-field rules.
  5. Add optional CRM field API names and save the template for your organization.
Finding API names: Go to Setup → Developer Hub → APIs and SDKs → API Names. Confirm the question and CRM field types are compatible.

For CRM users

  1. Open a supported Lead, Contact, Account or Deal record.
  2. Launch Guided Note from the record actions.
  3. Select a playbook and complete its questions.
  4. Add the agreed next action and follow-up date when applicable.
  5. Select Preview, review the note and choose Save note.
The completed note appears in the record's Notes related list. Configured field updates and follow-up tasks are created at the same time.

Frequently asked questions

Is pricing per user?

No. Guided Notes is priced per Zoho CRM organization.

Can templates be shared across the organization?

Yes. Administrators can create organization-wide templates for selected CRM modules.

Where are completed notes saved?

They are saved to the Notes related list of the current Zoho CRM record.

Can answers update CRM fields?

Yes. Administrators can map a question to a compatible field using its CRM API name.

What if a mapped field is not updated?

Check the field API name, module, data-type compatibility and the user's field-edit permission.

Start creating better CRM notes

Give your team a consistent way to capture customer context, decisions and next actions.

Start free trial