Zoho outlook plugin cost how to#
Zoho outlook plugin cost software#
Zoho outlook plugin cost free#

Send emails via your favorite mail client.

Intuitively scans your mailbox and displays only relevant emails.

Get notification and reply to customer emails within CRM.

Captures, collates and distributes customer email activity within your CRM.

Fully customizable forecast reports and dashboards.

Forecast accuracy against commit amounts.

Complete visibility based on last activity.

Sort records by record owner and module.

Identify cold prospects for a sales follow-up.

Stay on top of sales updates in real time.

Track records that are critical to your business based on your criteria.

Enable security controls, organizational hierarchy & territories.

Create campaigns, email marketing & autoresponders.

Custom Modules, API, Webhooks and Custom Functions.

Quick glance at important details of the contact without scrolling or searching.

Instant notifications to 3rd party applications via Webhooks.

Auto schedule the workflow actions at pre-defined interval.

Email notifications with templates and upon triggering a workflow rule.

Associate tasks to the workflow rules with CRM records.

Workflow alerts while creating or modifying records.

Set rules to simplify lead distribution.

Manage recurring events by day, week, month and/or year.

Invite employees, leads and contacts to meetings and events.

Save customer meetings and calls in an intuitive calendar.

Purchase history to find cross-sell and up-sell opportunities.

Price quotes, sales orders and invoices.

Parent-child relationships between customer accounts and their subsidiaries.

Customer data across products, geographies, account, and status.

Sales processes as per own best practices (B2B & B2C).

Convert prospects into opportunities, accounts, and contacts with a single click.

Match sales-ready leads to the right sales people.

Import leads from trade shows, seminars, direct mail, etc.

You might find it completely changes the way you work, improving efficiency and workflow.

Zoho outlook plugin cost free#

Give them a try in the free version or with a 15-day free trial.

The differently priced packages, combined with up-to-date features, make Zoho worth checking out.

Zoho outlook plugin cost software#

You can then customize your CRM to your liking.ДЄfter an investigation of Zoho CRM, I am a fan of the software for most businesses or industries. To make sure you get the 15-day free trial, click the profile icon in the top right corner of the setup page, click вЂњtry other editionsвЂќ and in the bottom left of the pop-up, click вЂњswitch to free versionвЂќ to get a free trial.

Zoho outlook plugin cost how to#

You can then either take a virtual tour of the site or skip that and go right to a tutorial on how to migrate what you want into the suite. You can select the version you want, get a confirmation link in your email, then set up your company information to customize your profile. Setting up Zoho CRMВ is pretty straightforward. Whether Zoho succeeds with that is up for debate, in my view. It has to look a little bit appealing so that people will want to login. And while that might come across as a bit of a petulant thing to complain about, you have to remember: this is a bit of software that someone could be using every day, often for hours at a time.

The layout is quite straightforward, and all the features work well, though they can be a bit slow at times when importing large datasets. In terms of functionality and navigating the major features that you need to run the CRM, itвЂ™s fine. Even after recent refreshes, the look and feel of the software always manages to look a bit dated. IвЂ™ll be honest - Zoho can look a bit old school. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.ДЄnother interesting hint is that you can also extend the CRMвЂ™s functionality by integrating it with popular applications, including main Zoho productivity products, but also: Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect and Google Apps as well as with cloud-based connectors like OneSaas and CloudWork. ZohoВ CRM can automate daily business activities, track sales, and engage customers in different platforms. It works well regardless if youвЂ™re a small business, an entrepreneur, or a large enterprise. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The core of Zoho CRMвЂ™s functionality is lead and contact management, but also sales pipeline management and purchase control. Zoho CRMВ is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business.