The Kixie phone system offers a bi-directional integration with Zoho CRM, meaning contact data is shown in and can be updated from both the Kixie dialer and the contact record in Zoho, with any edits reflected immediately in both places. Kixie ...
ZoHelpers can conduct personalized training for your Team, but here's a few links to a series of short, standard CRM training videos: https://www.zoho.com/crm/resources/guided-tour/zoho-crm-overview.html ...
Click below to meet Zoho Practice, the complete accounting practice management software that streamlines accountant workflows for enhanced efficiency, collaboration, growth, and exceptional client service. Zoho Practice Orientation Video
Click to watch this 37 minute introdutory video on Zoho Flow: https://www.youtube.com/watch?v=Rvfc80ZqBWo&list=PLlC7sQNISSURBv8V21MpLc0cOSMo4556-&index=5