How do you pull from Zoho?

Via the Zoho REST API with OAuth. We request only the modules and fields you authorize. You can revoke access at any time.

Does this work with Zoho CRM Plus or Zoho One?

Yes. We also integrate with Zoho SalesIQ, Zoho Analytics, and Zoho Flow when needed.

Can you write data back into Zoho?

Yes. We can tag records, flip status fields, or create tasks and follow-ups from our dashboard based on your rules.

How do you handle PHI if we are in healthcare?

We sign a BAA. We work only with the fields you authorize. Patient identifiers can be masked or kept in Zoho while the dashboard shows counts and rollups only.

Custom Zoho CRM Dashboard

Zoho CRM is where your deals live. We build the view that joins Zoho to the systems around it.

Zoho CRM reports are solid for Zoho data. The problem is everything that happens before and after lives somewhere else. The call lives in your phone system. The ad spend lives in Google and Meta. The admission or booking lives in your EMR. We stitch them together into one dashboard, hosted on your trusscharts.com subdomain.

Extra Zoho seats

Near real-time

Refresh cadence

Any ad platform

Join Zoho to spend

Any phone system

CallTrackingMetrics, CallRail, and more

What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Pipeline by Stage, Owner, Source

Deal volume, conversion rates, forecast — joined with call volume and ad spend so you see the whole funnel.

Call to Lead to Deal Attribution

Which campaigns and sources are producing calls that convert to leads that close as deals. Not just activity counts.

Ad Spend to Closed-Won

True cost per deal by campaign and channel. Google, Meta, Bing, TikTok, direct. Joined with Zoho closed deals.

Missed Call Follow-Up Status

Match inbound calls to Zoho records, then match outbound follow-up calls to those records. Spot where leads are being dropped.

Zoho Blueprint Visualization

If your Zoho pipeline uses Blueprints, we show how deals are moving through stages and where they are stuck.

Operational Views for Non-CRM Users

Executive directors, operations managers, and clinical directors who should not have to log into Zoho still get the numbers they need.

Test it out

Call us. Watch yourself appear in queue.

A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.

Dial from any phone

(855) 605-7127

— The live widget polls your call system every 6 seconds
— Caller numbers are masked to the last 4 digits
— Perfect for a wall-mounted TV in the call center
— Pair it with any of our standard dashboards

A real person will pick up — tell us what you're building and we'll show you how it would look for you.

Live Queue · TrussCharts demo

Clear — no one in queue

Dial the number and watch yourself appear here within 6 seconds. The number masking matches what a dashboard on your call center TV would show.

Refreshes every 6 seconds · Caller numbers masked to last 4GET /api/queue-live

Common questions

Zoho dashboards are good for Zoho data. We join Zoho with your call tracker, your ad platforms, and your EMR or billing system to answer questions Zoho alone cannot.