CRM users can seamlessly capture and organize important information and notes related to their customers directly from modules like leads, contacts, or even from the related list. Team members can easily access and view these notes by default. The CRM Board provides a specially curated view for efficient note management, offering a streamlined approach for organizing and prioritizing notes.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Zoho Notebook 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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