Setup in Zoho CRM
Add your personal details and set up your organization's details, fiscal year, business hours, currencies and more.
Users and Control
Explore user management activities such as creating roles and permissions, and adding and managing users.
Check out some effective ways to stay connected and interact with your prospects in a more intelligent manner.
Personalize your account with powerful customization tools that enables businesses of all sizes to adopt quickly.
Automate your business processes by setting up workflows, sending automated responses, and streamlining your sales process.
Manage your data and maintain a clutter-free database with import, export, and duplication management.
Develop connections and cultivate stronger bonds with your clients by integrating third-party applications with CRM.
Use developer tools like widgets, SDKs, functions to build customized apps, and integrate with third-party applications.
GDPR and Zoho CRM
Get guidance on how to secure customer data, and focus on making your business compliant with privacy regulations.
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