Customize Zoho CRM and integrate it with other productivity applications to meet your firm’s specific needs.
Features
Documents, notes, action items & tasks.
Integrate email and set-up graphical email templates.
Workflows to automate processes.
Custom reports, dashboards and analytics.
Export, import and integrate with other apps.
Reasonably priced.
Easy to use.
Access via the web or phone app.
Data back-up and disaster recovery.
Fully customizable.
Relational database.
Referential information for data mining.
Click here to see a sample list of firms that use Zoho's applications.
Processes that can be customized and automated
Vendor management including insurance policies, loans, etc.
Integrate with other productivity applications (e-campaigns, e-forms, webinars, document management, e-signatures, collaboration with employees and clients, project management)
Marketing to nurture leads and prospects.
Lead, prospect and opportunity management.
Client relationship management and support.
Entity and investment management.
Investment acquisition and asset management.
Real estate property management.
Human resources management.
Services I provide
Conduct accurate needs analysis.
Scale the project to the size of the firm and budget.
Facilitate sessions for strategic planning, work flow processes and system design.
Offer best practice recommendations.
Perform project management.
Prototype customized system and prepare mind map for workflow.
Customize Zoho CRM (i.e., modules, related lists, dashboards, analytics, custom fields, lookups, reports, import files, permissions) and integrate with other productivity applications.
Gather data, analyze and scrub data, conduct field mapping and data import.
Create documentation and perform training.
