The customizable CRM solution as per vertical industry including renaming of tabs, adding custom fields, modifying module page layouts, and modifying related list views (360 degree view). Pluses: Among lots of useful and interesting features, there are the dully customizable Reports & Dashboards with more than 25 reports and intuitive Flash-based Bar, Stack, Pie, and Funnel charts. Finally, Add-ons has the Outlook Plugin, Web-to-Lead forms, and the Web-to-Case forms. Inventory Management consists of Products, Price Books, Vendors, and Purchase Orders. Customer Support&Service includes Cases and Solutions. Marketing Automation contains Campaigns, Lead Generation, and Mass Mailing Lists. Sales Force Automation includes Leads, Accounts, Contacts, Potentials, Sales Forecasts, Quotes, Sales Orders, and Invoices. The application consists of six core business functions like Sales Force Automation, Marketing Automation, Customer Support&Service, Inventory Management, Analytics, and Add-ons, which are divided into several subsections. On the left hand side of the screen, you have a sidebar that contains the Search utility, Recent Items, World Clock, Calendar, and the Calculator. The interface is very well designed and structured, offering quick access to all the application's features and skins (6 skins available). Zoho CRM is a Customer Relationship Management software, which provides Web based solutions for managing organization-wide sales, marketing, customer support, and customer orders.Īfter finishing installation, you can create a new user account to run PostgreSQL database server, even if you are not a member of the local administrators group.
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