The dashboards and visualizations help us see how different markets perform. I find the dashboard feature most valuable because it's easy to visualize data. I've been trying to use the built-in quotations feature, which could reduce turnaround time. We're not using many automation features for record management and opportunity tracking. I'm trying to integrate Zoho CRM with Zoho Flow for quotation submission workflow.
Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me.
Technical Solutions Architect at Valencia IIP Advisors Limited
Feb 14, 2022
The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes."
Marketing and digital transformation manager at Red Real Estate Domain
Dec 24, 2021
There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings.
Sr Business Application Developer on Zoho Platform. at Tech Worriors
Jul 10, 2023
In Creator, you can do calculations and change another field immediately after you enter any value. If you add the quantity or price in any field, you can immediately change the total in Creator. The same functionality is not directly available in CRM because it is prebuilt.
