There are two approaches when scaling up a business. One will concentrate on bringing new leads and new traffic to the business. The second will concentrate on existing clients, strengthening the relationships with them and getting more deals from them.
The Smart Account Relationship Builder for Zoho CRM extension monitors your emails, text messages, social media interactions, meetings, and phone calls and will notify you when you need to contact your accounts again to maintain a proper relationship.
We offer multiple ways to notify an account manager when it's time to reach out to a contact. There's a special view with all the accounts that need to be contacted and Cliq messages can be sent when an account is suppose to be contacted.
Key Features:
Automatic monitoring of all your communication channels. Get an alert when an account is supposed to be contacted within Zoho CRM.
Immediate notifications through Zoho Cliq when an account needs to be contacted in Zoho CRM.
A special view that shows all the accounts that need to be contacted
Ability to enhance the extension with management reports, dashboards, and more in Zoho CRM
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
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We are an Authorized Zoho Partner located in Toronto, Canada. Over the years, we have helped many businesses to overcome various technical concerns and during that time we wereable to work with and utilize nearly every Zoho application available; including Zoho CRM, Zoho Desk, Zoho Campaigns, Zoho Survey, Zoho Forms, Zoho Books and many, many more. we have integrated Zoho systems with many different online solutions for a variety of businesses in diverse industries. The bottom line is that we know the Zoho systems both inside and out, and we know how to make them work for you.
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I would recommend you to try ABR Smart Account Relationship Builder For Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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