DecisionVault is an intake portal that works along side Zoho CRM to help clients complete paperwork and upload documents for review. With DecisionVault's questionnaire, you can easily capture contact information, financial details, and other relevant data. The integration allows you to automatically sync DecisionVault data into to corresponding deals in Zoho CRM.
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Hello,
I would recommend you to try DecisionVault 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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