Outlook for Android, Outlook for iOS. The add-in is available for iPhone, iPad, Android phones, tablets, on-premise desktop app, web app. Zoho CRM is simple to use, yet packed with features and advanced functionality that allow you to grow your business while having a single view of yo...
Learn more about Microsoft outlook add in for Zoho CRM Learn more about Zoho CRM for Gmail and Inbox BCC Drop-box Consolidate your business email communications from multiple accounts into your Zoho CRM effortlessly. No need to configure your email accounts within CRM. Utilize BCC Dropbox, which...
using CRM data. Microsoft Office 365 Synchronize your calendar events and contacts or import users between Office 365 and CRM, allowing dual approach. MS Outlook add-in Synchronize your Outlook account with CRM and add leads/contacts, create activities, convert leads and more from your Outlook ...
Connect Zoho Invoice with your Outlook, and get key customer information right in your inbox. Work better with Zoho Invoice and Outlook. With the Zoho Invoice for Outlook Add-in, you can access key customer information right in your inbox when you need it. Without switching between apps, yo...
对于销售人员来说,如果每天既要打开Outlook处理客户邮件,又要打开CRM系统查看、输入客户信息,那就太麻烦了。现在有了Zoho CRM的Outlook插件,您可以从Outlook管理Zoho CRM,记录通话、添加交易、做备注、编辑相关信息等。 将您的CRM纳入Outlook Zoho CRM的Outlook插件简单易用,无需在邮箱和CRM窗口之间切换,且速度更快,更...
When new or updated entries are made in your Zoho CRM, this workflow assists by immediately preparing a draft email in your Microsoft Outlook. It's a time-saving solution for CRM users who need to promptly communicate changes. This way, you stay on ...
对于销售人员来说,如果每天既要打开Outlook处理客户邮件,又要打开CRM系统查看、输入客户信息,那就太麻烦了。现在有了Zoho CRM的Outlook插件,您可以从Outlook管理Zoho CRM,记录通话、添加交易、做备注、编辑相关信息等。 将您的CRM纳入Outlook Zoho CRM的Outlook插件简单易用,无需在邮箱和CRM窗口之间切换,且速度更快,更...
Step 5:In the end, just hit the ‘Sign-In’ button toget access to yourZoho Mail,Zoho CRMand/or Zoho Socialaccount. Alternatively, you can also log in using your Google, LinkedIn or Outlook email account credentials. To be precise, by clicking on the Google, LinkedIn or Outlook icon fr...
Gmail或Outlook分别是全球使用人数榜一和榜二的邮箱。不少销售习惯使用Outlook或Gmail来发送接收邮件,尤其是外贸、跨境电商或全球化出海业务。通过对应的插件,使用这两个邮箱的销售也可以将邮件自动关联到Zoho CRM记录。 6、多设备同步 销售每天不是拜访客户,就是在拜访客户的路上。如果只在电脑上方便使用,对销售就太...
Other features missing from the free version are the Zoho Mail add-on, integration with Quickbooks, and plugins for Microsoft Outlook and Office. The paid versions Zoho CRM’s paid versions currently come in three different editions — Standard, Professional, and Enterprise.3The Enterprise edition ...