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Zoho CRM is a comprehensive platform with various functionalities including standard CRM features, integrations with messengers, analytics, reporting, mobile app, document creation, inventory management, and automation tools like Zoho Flow. Highlights Comprehensive platform with various functionalities 🌟 Integrations with messengers and automation tools 📱 Analytics and reporting capabilities 📊 Mobile application for on-the-go access 📲 Document creation and inventory management features 📝 Open API for customization and integration with third-party applications 🛠️ Zoho Flow for seamless automation of tasks across different tools 💡 Key Insights Zoho CRM offers a wide range of functionalities beyond standard CRM features, making it a versatile platform for businesses looking to streamline their operations. 🌐 The platform’s integration capabilities with messengers and automation tools enhance communication and efficiency within the system, allowing for seamless workflows. 🔄 The analytics and reporting features in Zoho CRM provide valuable insights for businesses to make informed decisions and track performance effectively. 📈 The mobile application allows users to access important CRM functions on-the-go, ensuring productivity and connectivity anytime, anywhere. 🚶♂️ The document creation and inventory management features within Zoho CRM streamline processes and enhance organizational efficiency, saving time and resources. 📦 The open API in Zoho CRM offers extensive customization options, enabling businesses to tailor the platform to their specific needs and integrate with other applications seamlessly. 🔗 Zoho Flow stands out as a powerful automation tool that simplifies complex workflows by connecting various applications and tools within the CRM system, enhancing overall efficiency and productivity. ⚙️ 00:00:00 Zoho CRM Review • Zoho CRM is a platform that includes not only standard CRM functions, but also many other business solutions. • The country of origin is India. • Criteria for choosing a CRM system: cost, integration with messengers, API, analytics and reports, other add-ons and functions. 00:01:24 Interface and features of Zoho CRM • The main page with information about open deals, new offers, tasks for calls and meetings. • The ability to segment contacts by search filters, perform mass actions, add photos, send emails, analyze the time to contact the client. • Contact and transaction cards with information about contacts, tasks, statuses, correspondence history, conversation recordings, sent emails and attachments. • The ability to add fields, templates of products, goods in stock and services, links to them. • Mobile application for working outside the office. • Distribution of potential customers among sales managers. • Create invoices and contracts inside the CRM system. • Built-in analytics with reports and dashboards. • The ability to segment reports by department or employee. • Business processes with the ability to connect other departments and project management. • Inventory management system for inventory management and receipt/shipment of goods. • Open API for customizing the system for yourself or adding third-party sites or applications. • Zoho Flow is a connector for connecting any tools to each other and combining them with CRM.
