Zoho Finance modules, when connected to Zoho CRM, becomes a powerful, yet easy-to-use sales and operations platform. See the image below and short video walk-thru to better understand the Zoho workflow. Click here for a short overview video and ...
Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Watch this demo to ...
Zoho has introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Add-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking ...
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 ...