Tag Archives | crm

ZOHO CRM do you use your own custom web form? Then change to https

By on April 21, 2010 in Social CRM

ZOHO CRM has some great features including web to lead forms – but they don’t really look too stylish. Especially if you use 3rd party tools for your web forms. If you use custom web to lead forms you may have to make the change to using the more secure HTTPS connection. After I noticed [...]

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ZOHO CRM adds call logging for leads & contacts

By on April 13, 2010 in Social CRM

ZOHO CRM a web based (SaaS) customer relationship management solution (CRM) recently added a bunch of new features. For sometime users were able to record events like meetings but now there is an easy way to record daily / regular contact like telephone calls. ZOHO CRM Call Logger The Call Logger button is on the [...]

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ZOHO CRM adds new features

By on April 12, 2010 in Social CRM

The team at ZOHO have recently added a bunch of new features to ZOHO CRM. Some of these are going to be useful, but quite a few features are paid for and then only in the enterprise edition. New Features in ZOHO CRM 1. Log a Call (All Editions) This gives an easy way to [...]

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How to send an invoice with ZOHO CRM free edition & ZOHO Invoice

By on April 8, 2010 in Social CRM

ZOHO CRM is one of the best web based (SaaS) solutions for day to day contact and customer relationship management. ZOHO CRM free edition doesn’t include features like creating a quote or invoice – don’t worry ZOHO Invoice is the perfect product for this. ZOHO Invoice free edition allows you to create up to 5 [...]

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ZOHO CRM – create a lead form for your website

By on March 31, 2010 in Social CRM

ZOHO CRM – the best web based customer relationship management (CRM) service has a great tool to make it easy for any website to capture leads with a web form. This ZOHO web to lead form is easy to hack and make beautiful for your website. Why have a web to lead form? Simple – [...]

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ZOHO CRM – What is Email Opt out

By on March 31, 2010 in Social CRM

Zoho CRM is one of the best web based customer relationship management services – great features and cheap pricing. Zoho has its own quirks such as Email Opt Out. What is Email opt-out? unsolicited emails For marketing people, email opt-out would mean the customer or client has chosen to not receive unsolicited emails from your [...]

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