SMB Dynamics Extension for Zoho CRM connects Zoho CRM directly to Microsoft Outlook, keeping contacts synced in both directions in real time. Any contact created or updated in Zoho CRM appears in Outlook within seconds, and edits made in Outlook flow straight back into CRM. Users can also create and update Zoho CRM contacts, leads, accounts, deals, cases, tasks, and meetings directly from the Outlook reading pane and link any email thread to the right CRM record without switching tabs. Every sync respects existing Zoho CRM profiles, roles, and data-sharing rules, so each user only sees the records they are already permitted to access.
SMB Dynamics 834 S. Perry St.STE F #124Castle Rock, CO 80104
SMB Dynamics is an independent business consulting firm that specializes in Customer Relationship Management (CRM) solutions and Revenue Operations (RevOps) tailored specifically for small and midsize businesses.
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Hello,
I would recommend you to try SMB Dynamics Extension 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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