With the Submission Information Dashboard (SID), track, update, and compare multiple submissions or bids from vendors on a single deal. This eliminates the need to make multiple deals for each vendor (which is inefficient), or manually track bids outside Zoho CRM.
SID is customizable to your business, so you can compare the most relevant details of each submission or bid, write notes for your colleagues and clients, and even upload relevant files. When you "Finalize Selection," all details from the selected bid get transferred to the deal. SID is ideal for mortgage brokers, insurance brokers, business brokers, general contractors, or any business that works with multiple vendors to get the best deal for their clients. With SID, avoid manual effort, save time copy-pasting, and build insightful reports with an accurate database.
Key Features:
Record the details of each submission or bid for a single deal in Zoho CRM along with relevant information, file uploads, and notes.
View and compare multiple bids on a single Zoho CRM deal for yourself, your team, and your clients.
Auto-update relevant fields on a Zoho CRM deal based on the selected and finalized bid.
Use the settings menu to fully customize information tracked in Zoho CRM and bid-to-deal mapping.
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.
Unit 376 - 2255B Queen Street East Toronto, Ontario, Canada M4E1G3
BluRoot is a Zoho Premium Partner that works focuses on training and empowering users and admins to "own" their Zoho stack. We also have a vertical for mortgage brokers called "BluMortgage".
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Hello,
I would recommend you to try Submission Information Dashboard 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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