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Company cam connect

Maximizing the productivity on every project

Company Cam Connect - A Handy Extension for Architects, Construction Business, Insurance Agents, Facility Managers, and Field Service Professionals using Zoho CRM

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User Guide

A trusted partner for: Architecture, Engineering and Construction (AEC), Construction Inspections, Facility Management (FM), Home improvement, Commercial Real Estate, Landscaping, Manufacturing businesses using Zoho CRM

Company Cam Connect

What is Company Cam Connect?

Company Cam Connect is the photo documentation and collaboration extension for business with a focus on Architecture, Engineering and Construction (AEC), Construction Inspections, Facility Management (FM), Home improvement, Home and Business Restorations, Commercial Real Estate, Landscaping, Manufacturing and more that use Zoho CRM for their Sales & Marketing process. Company Cam Connect makes it easy to create, link, tag and share photos and documents in projects within Company Cam with Zoho CRM.

Why Company Cam Connect?

Company Cam Connect is a customizable extension to create or link your CRM with photos, documents, checklists with a Company Cam project. Many general contractors and construction professionals use Company Cam Connect to document pre-conditions and issues with a Deal or Proposal in CRM to avoid disputes and litigation. Others use the extension to monitor everyday progress throughout the lifecycle of a project.

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Features of
Company Connect 😍

Customize, Configure & Create projects
Experience a different approach to customer service. Communicate effectively with vendor crew and/or respond promptly with customers by using customized project name, address.
Instant Sync and Access Artifacts
Sync CRM record to a Company Cam project. Get access to all aspects of a project including proof of visual evidence. Access project photos and artifacts straight from your ZOHO CRM record. Mitigate risks and make informed decisions using real-time data from the field.
Search Projects & Track Progress
Search for projects using an intuitive interface built into native CRM modules. Bridge the gap between the back office and the operation's team by quickly logging, assigning projects from ZOHO CRM. Understand project progress and performance by accessing documents, photos, and checklists.

Features of Company Connect 😍

Experience a different approach to customer service. Communicate effectively with vendor crew and/or respond promptly with customers by using customized project name, address.

Sync CRM record to a Company Cam project. Get access to all aspects of a project including proof of
visual evidence. Access project photos and artifacts straight from your ZOHO CRM record. Mitigate risks and make informed decisions using real-time data from the field.

Search for projects using an intuitive interface built into native CRM modules. Bridge the gap between the back office and the operation's team by quickly logging, assigning projects from ZOHO CRM. Understand project progress and performance by accessing documents, photos, and checklists.

How to use this extension with your ZOHO CRM?

Use case: Managing a customer/ site project in Zoho CRM.

Stakeholders: Customers, contractors, builders, architects, and other decision-makers.

Process: Sales have a lead (potential client), and an opportunity (deal).

Lead -> Opportunity -> Proposal -> Create Project

You Ask. We Answer

Install the Company Cam Connect extension for ZOHO CRM extension to your Zoho CRM account. To begin, click "Install" from our Marketplace page. Then follow the prompts to confirm your settings and permissions.
Yes. The extension supports creating a project in Company Cam for a CRM Deal or Quote record. Configure the Project Name, Project address in the Settings page. Please see the user guide - 'Create Project' for the specific steps to complete this or video user guide for better assistance.
Configure the CRM module to be associated with Company Cam in the Settings page. Use the option 'Link CC Project' within the module record, and select a project from the list to establish the sync. Please see user guide for more details.
Yes. Access to project Photos or Documents is tied to the CC Projects record for the Deal or Quote. You can access this record as a 'Related List' within the CRM module record. Please see user guide - 'Download Photos/ Documents from Projects' or video user guide for better assistance.
Yes, any tags or notes added to the specific project will be updated in the module record in CRM. A link to the CRM record is also available in the Company Cam Project.
Yes. You can try this extension free for 15 days.