CRM Toolkit enables you to use type-ahead, accurate address data in Zoho CRM. All CRM modules, including custom modules can be configured. Admins have the capability to map any field, including custom fields, to Loqate's accurate global addressing platform.
Free version includes 30 Lookup Credits per month. Additional Lookup Credits are available. See website for available packages.
Key Features:
Improve address accuracy with type-ahead Address Lookup with highly accurate, global data from Loqate
Admin Panel with customizable, drag-and-drop for field mapping. Accessible in custom modules and ability to map to custom fields.
Improve customer contact details with international Phone Validation tool
Improve email deliverability with our Email Validation tool
We use this tool in a custom module that supports our outbound samples process. It works great and has greatly reduced samples sent with bad addresses that get returned. Would recommend!
Seems to work for what it does, but addresses for us get entered through a call script form, I need them verified after they are already in the Zoho CRM fields, and basically automatically or a click of a button max, that doesn't appear to be an option, if I'm wrong, please let me know.
Thanks for trialling Jason. You can launch CRM Toolkit when fields are already populated in the record. They will display ready for verification and correction by the user if necessary. Two clicks if no corrections are needed.
Contacts & Accounts eqsy to install and work with. Conspicuously absent is any guidance on use within the LEAD Module. Nowhere does it say it does not work on the Lead module, Just left with an assumption that is does. This seems odd to me since the lead Module is the primary vetting vector..
Hi - CRM Toolkit works in all modules including custom modules. In the extension, we install it by default in Leads, Contacts, Accounts and Deals so you should see the custom button in Create/Edit mode. You can install into any module by following this YT guide : https://youtu.be/9zBA1dgwpc4
This is a great addition for anyone who worries about typing the address wrong for shipping or billing purposes to avoid these simple errors. Fast and easy to setup and use! Great support and nice subscription tiers. Thanks Craig for all of your help!
Hi Matthew. Thanks for your review. Address Lookup works perfectly in the US. It uses an accurate, global dataset provided by Loqate. You can find out more about their global coverage and accuracy here : https://www.loqate.com/en-gb/address-verification/#global
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Hello,
I would recommend you to try Toolkit with Address Lookup 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.
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