Customizing Zoho CRM

Customizing your Zoho CRM that can improve your lead conversation rate by over 300%!

  • Manage users, profiles, and roles.
  • Easily import data for free with import history.
  • Manage your Leads, Accounts, Contacts and Deals.
  • Find and merge duplicate records.
  • Export any module data.
  • Import leads directly with the business card scanner or through an excel import.

Turn your data into sales:

  • Sell through telephony, email, live chat, and social media.
  • Get real-time notifications when customers interact with your brand.
  • Add tasks, calls, and events, and sync them with your calendar.
  • Collaborate with your team through Feeds.
  • Access multiple CRM views.
  • Improve performance with standard reports.
  • Set up approval rules for records.
  • Create auto-response rules.
  • Organize and rename tabs to suit your organization.
  • Replicate any business process with page layout customization.
  • Use email templates for your automation workflows.

Get in touch for a free 30 minute Demo. Our Phone number is 020 8124 0357 and email is info@delveio.com

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