You might wonder why you need a CRM when you can use Excel sheets. The truth is, as your business grows, managing customer information quickly can become an overwhelming task. This is where a Customer Relationship Management system simplifies operations, reduces errors, and keeps everything organized. A CRM allows you ...
read moreZoho CRM Tasks Zoho CRM Activities is one of the standard modules in Zoho CRM. There are 3 sub-components: Tasks, Meetings and Calls. When you enter any type of record in the CRM there are two sections (on the left side) one named open activities and the other closed activities. ...
read moreZoho CRM Portals Zoho CRM Client Portals has released an update that is beneficial to your business. The client portal is a system that can be made accessible to clients, partners, or vendors. Clients, partners, and vendors can view parts of your CRM based on their permissions. They can also ...
read moreZoho Mail Vs Gmail – Which Is the Better Mail Provider? Is it worth moving from Gmail to Zoho Mail? Is it worth spending the time and upgrading from Gmail to Zoho Mail? The answer is Yes, only if you are already using the Zoho apps. Gmail is amazing, stable, ...
read moreIn an evolving world of technology, smart tools such as Real last update can help businesses build a stronger foundation of CRM. Departments and business owners want to check when was the last time a change was made in the system be it a lead, a contact, or any opportunity ...
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