Call automation for data driven teams | FreJun

Zoho Call: Full Tutorial for Beginners

Zoho Call: Full Tutorial for Beginners

If you’re starting to use Zoho CRM and exploring voice communication options, you’ve likely come across Zoho Call — the built-in telephony functionality within the Zoho ecosystem. It’s a solid choice for beginners, offering basic calling capabilities like click-to-call, logging, and simple call management.

But here’s the thing: as your team grows, so do your calling needs. That’s why businesses pairing Zoho Call with an intelligent calling platform like FreJun are seeing better productivity, seamless automation, and smarter insights — all without leaving their CRM.

In this guide, we’ll walk you through how Zoho Call works, how to set it up, and how integrating with FreJun can turn your Zoho CRM into a full-fledged communication hub.

What Is Zoho Call?

Zoho Call allows users to place and receive calls directly from Zoho CRM using either Zoho Voice or a third-party VoIP provider like Twilio. It provides simple telephony features meant to help sales and support reps stay within the CRM environment while managing calls.

Core capabilities:

Zoho Call

  • Click-to-call from lead or contact records
  • Call pop-ups with contact details
  • Call logging and history tracking
  • Voicemail and missed call alerts
  • IVR (if used with Zoho Voice)

For a beginner team, this setup helps keep everything in one place — your CRM becomes both your contact database and your calling tool.

How to Enable Zoho Call for Your CRM 

Setting up Zoho Call inside your CRM is a great starting point for streamlining communications, especially for teams new to cloud-based telephony. Whether you’re managing inbound leads or reaching out to prospects, enabling Zoho Call ensures your team can make and receive calls directly from the Zoho interface.

Even better? Once it’s activated, you can unlock even more powerful calling features by integrating FreJun — turning Zoho from a simple call tracker into a full-service communication engine.

Here’s a detailed, updated guide to get Zoho Call working inside your CRM:

Integrating Zoho CRM with Telephony system

Step 1: Choose a Telephony Provider

Zoho CRM doesn’t provide voice calling out of the box — you’ll need to connect a telephony system. There are two main options:

  • Use Zoho Voice: A native, pay-as-you-go option from Zoho that supports basic outbound/inbound calling.
  • Use a Third-Party Provider: Choose from pre-built integrations like Twilio, RingCentral, and FreJun (recommended for advanced users).

Pro Tip: If you want real-time call transcription, CRM automation, and analytics, choose FreJun right from the start.

Step 2: Navigate to the Telephony Settings in Zoho CRM

  • Log in to your Zoho CRM Admin account.
  • Click the Settings icon in the top-right corner.
  • Under Channels, click on Telephony.

This is where you’ll connect your telephony provider and configure how Zoho handles calls.

Step 3: Add and Configure Your Telephony Provider

Click + Add Telephony Provider, and then:

  • Select the provider you want to use.
  • Authorize access (log in to your FreJun, Zoho Voice, or Twilio account).
  • Allow Zoho CRM to pull data from the telephony provider.
  • Set the default outbound number and agent preferences.

If you’re using FreJun, you’ll be prompted to enable advanced features like AI transcription, call recording, and auto-logging into CRM.

Step 4: Assign Users and Set Permissions

Decide which Zoho CRM users should have calling privileges.

  • Under the User Settings tab, assign extensions or phone numbers.
  • Enable/disable call popups, auto-logging, or call reminder options.
  • Set rules for internal vs. external call handling.

This ensures your team sees incoming calls in real-time and has the tools to follow up right from the CRM.

Step 5: Test and Validate the Integration

Before rolling it out team-wide:

  • Make a test call from a contact or lead record.
  • Check if the call pops up correctly.
  • Confirm that call duration, notes, and logs appear in the timeline.
  • Verify if voicemail and missed call features work as expected.

If you’re using FreJun, also confirm whether:

  • The call is transcribed correctly.
  • Sentiment and keywords are auto-tagged.
  • CRM fields are updated without manual input.

You’re Live! Now Optimise with FreJun

While Zoho Call gives you the basics, FreJun supercharges your CRM by enabling:

  • Auto-synced call recordings & notes
  • Predictive & power dialer functionality
  • WhatsApp and SMS outreach
  • Consent-based recordings (GDPR/DoT compliant)
  • Real-time dashboards and coaching tools for managers

So if your goal is to not just call — but call smarter, faster, and with more impact — then enabling Zoho Call is step one. Integrating FreJun is step two.

Using Zoho Call: Features & Functions

Here’s what you can do inside Zoho once calling is activated:

  • Click-to-Call: Initiate calls directly from CRM records
  • Auto-Log Calls: Store call date, time, and duration
  • Add Notes: Attach notes to each call for context
  • Call Reminders: Schedule follow-ups with a single click
  • Basic Reporting: Track call volumes and durations

However, Zoho Call stops at surface-level functionality — and doesn’t offer deep automation or call intelligence.

Limitations of Zoho Call

Zoho call with frejun features

As helpful as Zoho Call is for beginners, it quickly hits limitations when:

  • You want to transcribe or analyse calls
  • You need predictive or power dialling for sales
  • You want to automate tasks based on call sentiment
  • You manage a remote team and need live call coaching
  • You handle large-scale outreach or recruitment workflows

That’s where FreJun takes your Zoho setup to the next level.

How FreJun Enhances the Zoho Call Experience

FreJun

FreJun is a cloud-based voice platform built for teams that want to unlock the full power of voice inside Zoho CRM. It connects seamlessly with Zoho and enhances every aspect of your workflow — from dialing and logging to analytics and automation.

FreJun + Zoho CRM: What You Unlock

  • AI Call Transcription & Sentiment Detection
    FreJun captures and analyzes every conversation for mood, keywords, and urgency.

Discover How FreJun’s Call Recording Works

  • Predictive Dialer & Power Dialer
    Automatically dial prioritized leads back-to-back with no wait time.
  • CRM Auto-Logging with Notes & Tags
    Every call, note, and outcome is added to the correct Zoho record instantly.

See How FreJun Integrates with Leading CRMs

  • WhatsApp & SMS Integration
    Communicate across multiple channels from the same Zoho interface.
  • Call Recording with Consent Logging
    Stay compliant with GDPR and DoT standards while gaining coaching material.

How FreJun’s AI Enhances Business Communication

  • Live Monitoring & Whisper Coaching
    Enable managers to guide reps during live calls — ideal for remote teams.

Pricing:

Standard: Begins at $14.49 per user, per month

Professional: Starts at $16.69 per user, per month

G2 Reviews: 4.9/5

Zoho + FreJun: Real Use Case Benefits

While Zoho Call gives you the tools to place, log, and manage calls directly within your CRM, it’s only when you pair it with FreJun that your entire communication stack becomes intelligent, automated, and scalable. Think of Zoho as the engine and FreJun as the high-performance turbocharger — together, they turn your CRM into a revenue-generating machine.

Zoho Call and FreJun benefits

FreJun was purpose-built for teams that already use CRMs like Zoho. Rather than replace Zoho Call, FreJun plugs into it seamlessly and enhances every part of the experience. Your team still works from the familiar Zoho interface — but now every call is smarter, faster, and backed by AI-powered tools that do the heavy lifting for you.

Here’s what Zoho + FreJun unlock together:

  • Smarter Conversations with AI
    FreJun transcribes and analyses every call for sentiment, urgency, and action keywords — automatically logging them in Zoho CRM without manual input.
  • Automated Follow-Ups
    Based on what happens in a call, FreJun can trigger Zoho workflows like task assignments, lead status updates, and personalised email follow-ups.
  • Click-to-Call, Everywhere
    Whether you’re in Zoho CRM, Zoho Desk, or even your WhatsApp tab, FreJun enables one-click outbound calls and messages, tracked in real-time.
  • 360° Contact Visibility
    With call history, transcripts, notes, and sentiment analytics stored in each Zoho record, every team member knows the full story before making the next move.
  • Multi-Channel Power, Unified
    Place calls, send SMS, or WhatsApp messages from Zoho — all via FreJun’s integrated dashboard, so you stay contextually relevant across platforms.
  • Advanced Coaching for Managers
    Enable whisper coaching, call barge, and live monitoring directly from FreJun while reps are on calls inside Zoho — empowering better performance at scale.
  • Compliance You Can Trust
    FreJun ensures every call is secure, logged with consent, and stored in full compliance with GDPR and DoT regulations — something Zoho Call alone doesn’t natively handle.

Why This Matters:

  • Reps spend less time toggling, and more time talking.
  • Manual data entry becomes a thing of the past.
  • Call efficiency improves. Deal velocity accelerates.
  • Follow-ups become consistent, timely, and personalised.

So whether you’re a solo founder managing leads, a startup scaling outreach, or an enterprise managing a nationwide call strategy, Zoho + FreJun is your ideal setup. It’s simple for beginners, powerful for pros, and scalable for the long haul.

If you’re already using Zoho, you’re halfway there. With FreJun, you’re unstoppable.

Key Takeaways

If you’re a beginner getting started with Zoho Call, it’s a great first step. But if your goal is to scale your calls, reduce manual work, and gain real insight into your conversations, FreJun is the ideal partner to bring intelligence and automation to your Zoho experience.

Whether you’re in sales, support, or recruitment — FreJun helps you work smarter, talk faster, and close more.

Final Thoughts and Recommendations

As teams grow more customer-focused and results-driven, it becomes clear that having just a basic calling function inside your CRM is not enough. While Zoho Call provides an excellent foundation for getting started with in-CRM voice communication, it is not built for scale, insight, or automation. And that’s okay, because now, businesses have tools like FreJun that were built to complement and elevate everything Zoho already does well.

FreJun doesn’t replace Zoho — it supercharges it. From sales teams who need predictive dialling and follow-up automation to support teams who need real-time transcription and response analysis, FreJun fills in the crucial gaps that traditional call systems leave behind. It empowers Zoho CRM users with smarter communication capabilities, helping them get more done with less effort.

Zoho CRM integration

Let’s face it: in 2025, customers expect immediate, personalised, and well-documented communication. Teams are expected to call faster, follow up smarter, and never drop the ball — even as the volume of calls increases and conversations span channels like WhatsApp and SMS. Zoho Call, on its own, can’t meet those expectations. But Zoho + FreJun? That’s a winning combination.

FreJun’s AI-driven platform takes care of the heavy lifting — from logging every call, tagging key moments, and automating next steps, to even tracking customer sentiment. That means your reps don’t just connect with people — they connect with purpose.

If your business is already on Zoho and wants to scale its communication efforts, there’s no better time to bring FreJun into your workflow. You’ll reduce busywork, improve data accuracy, and gain complete visibility into what your customers are actually saying — and what your team is doing about it.

Whether you’re in sales, support, recruitment, or service, the bottom line is this:

Zoho gives you the foundation.
FreJun gives you the intelligence, automation, and edge to grow.

Try FreJun Free for 3 Days →

Further Reading: 7 Popular Apps for Calling in the UAE You Need to Know

FAQs

Q: Is native calling available in Zoho CRM?

A: Not by default. Voice functionality requires either Zoho Voice or integration with a third-party calling platform that brings in features like click-to-call and automatic logging.

Q: Can a cloud dialer connect directly with Zoho CRM?

A: Yes. Some cloud solutions integrate natively, allowing users to make calls, log details instantly, and view real-time analytics — all within the CRM interface.

Q: Is a separate dialer needed for outbound sales campaigns?

A: No. Advanced VoIP tools include built-in power dialers for high-volume calling, detailed performance tracking, and automatic transcriptions — ideal for outreach teams.

Q: Are communications protected and compliant with regulations?

A: Yes. Top solutions follow strict security protocols with features like end-to-end encryption, consent-based recording, and full GDPR and DoT compliance.

Q: Can both the support and sales teams benefit from CRM calling integration?

A: Absolutely. Integrated voice tools streamline both customer service interactions and sales conversations, helping teams stay organised and responsive.

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Subhash is the Founder of FreJun, the global call automation platform. With 8+ years of entrepreneurial experience, FreJun was established to help customers with their voice communication needs. The goal of FreJun is to develop cutting edge technology and solutions to help customers.