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Professional services firms, and other project-based companies will find our Zoho CRM and Zoho Projects integration very useful in their daily lives. The Zoho Projects integration allows Zoho CRM customers to plan, execute and monitor customer projects right from within your CRM account.
Here's a typical business scenario of project collaboration. A mid-sized design firm has a set of people who interact with customers trying to get new business or projects. They also have the design team who are the ones who actually work on the projects for the customers. In such a case, how does the project manager keep track and measure the overall progress of all customer projects being executed?
This is how Zoho Projects integrated with Zoho CRM can help you:
Zoho Projects integration is available in the Professional and Enterprise Editions of Zoho CRM, at no extra cost. A Zoho Projects subscription is required, but even the Zoho Projects Free edition will work with this integration.