Email Integrated With CRM

Your business is picking up steam ever since you made the wise choice of setting up a CRM application to help your sales and marketing teams. They are able to close more deals in less time. Great. However, you notice that most of them still live and rely on email to exchange messages with leads and customers. After all, it is not practical to expect people obsessed with email for years to resist their urges and adapt to modern management tools.

So do you have to choose between using a CRM or Email for managing business communications? Or use both with your employees forced to switch between CRM and Email, tediously, manually syncing the two ends together?

In our view, as a provider of online business apps, including the award winning Zoho CRM, the answer is not CRM or Email, it is CRM & Email integrated with each other. That is why Zoho Mail and Zoho CRM are integrated in almost magical ways.

CRM inside your Inbox

Waste no time in finding your CRM Contacts and Leads' email information when you are ready to compose that important message. As you start filling in the email address, the auto-suggestion list will indicate your CRM contacts under a clearly demarcated section.

CRM Contacts

Alternately, you can select the CRM tab in your address book and specifically search within your associated CRM contacts. In a sense your CRM is present in your Inbox, quite adequetly if not completely.

CRMBox - The most important emails in one place

Access all your CRM associated email exchanges in one place, right inside your Inbox. Your CRM administrator can choose to have all CRM related messages automatically filtered into an exclusive folder or assign them all a unique label. Either way, your CRMBox is just a single click away.

Contextual Gadgets

Equip yourself with the finer details about a lead, prospect or customer, such as notes made about them in the CRM system by your colleagues. Understand a prospect's context thoroughly by learning about events and demos scheduled, and initiate CRM actions, all from within email. The CRM contextual gadget is simply powerful. You no longer have to go through the hassle of switching between email and CRM. Give us an opportunity to show you how Zoho Mail and Zoho CRM sync with each other beautifully.