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Zoho CRM for email

Zoho Corporation Private Limited

Powerful, contextual CRM inside your mailbox

Zoho CRM empowers organizations with a complete customer relationship life-cycle management software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. This add-in brings the benefits of a smart and powerful CRM system inside your Outlook mailbox making customer relationship management a simple yet effective task. 

Features:

  • Create new leads and contacts from Outlook.
  • See complete lead/contact detail when you open an email. 
  • Add tasks, events, log calls for a customer. 
  • Create deals, campaigns and notes for easy CRM management. 
  • FREE add-in; no credit card required.
  • Installs in seconds, easy to use.
  • Pinnable to your Outlook client.

 

Lead and contact management inside Outlook

Why switch windows when you can manage your CRM from Outlook? Zoho CRM for email shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers. 

Keep track of all your information.

Convert leads to contacts, add, edit and delete notes, events, tasks, log calls with a contextual add-in. It's easy to use interface helps you see all the information when you need it. 

Make the most out of your CRM investment.

Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Refer to the emails to create tasks and notes to keep your CRM always updated.

 

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 your customer interactions.

Benefits:

* Automate your Sales and Marketing with ease

* Have a complete grip on your communication with your contacts

* Take advantage of an Award-Winning, complete CRM solution

* No Servers, No expensive software and No Backup solutions. It's all hosted!

* Not just CRM - gain access to the entire Zoho suite of products

* No long-term contracts, pay as you go

Add-ons & Integrations:

* Zoho Mail Add-on

* Zoho CRM for Microsoft Outlook

* Zoho CRM for Microsoft Office

* QuickBooks Integration

* Zoho PhoneBridge (Telephony integration with Asterisk, Avaya, and Trixbox)

* Zoho Projects Integration

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access personal information on the active message, such as sender names, recipient names, email addresses, message body, and attachment information. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
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