Blog tagged as crm integration

This article is for companies that may have a CRM in place but are still struggling to generate professional quotes efficiently, and are therefore resorting to using spreadsheets or word documents. This situation is unfortunately quite common as CRM systems just don't offer the enriched and easy to ...

There are 45 applications in the Zoho One ecosystem, all of which can be accessed from a single sign-on. These combine to offer a complete business operating system, with a solution for every major department in your organisation. With integration and synchronisation of data, previously disparate in...

We've completed several migration projects, helping customers move from older desktop Accounting systems (Peachtree, Sage 50, QuickBooks) to the online, cloud-based Zoho Books, and one of the project deliverables typically involves integration with Zoho CRM. Once set up correctly, this seamless inte...