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You can vote for a maximum of 3 integrations that you find useful.
You can cast your vote once per integration.
The 3 integrations with the highest scores will be declared winners.
3 votes remaining!
Sales
Increase employee engagement with gamification
- Create your own tailored KPIs to track employee performance.
- Visualize data with charts and graphs to get real-time insights.
- Stay on top of important sales activities, KPIs, and business metrics.
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Remove duplicate and erroneous data to keep your CRM squeaky clean
- Find duplicate records with the AI-based algorithm and easily remove them through an intuitive interface.
- Locate duplicate records and merge them into a single correct version.
- Get comprehensive reports on duplicate data so you can run a routine data cleanup.
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Marketing
Remove bad data from your email list within minutes
- Validate email addresses to get rid of bounces, complaints, and spam caused by invalid or fraudulent email addresses.
- Improve email reputation, increase email deliverability, and obtain higher opens with real-time checks that automatically reject poor-quality contacts.
- Prevent risky email addresses such as invalid, fake, spam trap, and abuse emails from being added to your list.
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Make informed decisions with insights from email marketing
- Map your email campaigns to Zoho CRM.
- Sync and manage your Mailchimp subscribers from Zoho CRM's Leads and Contacts modules.
- Receive notifications in SaleSignals whenever a new subscriber is added or removed and when a profile has been updated in Mailchimp.
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Finance
Receive card and PayPal payments outside of the typical ecommerce checkout experience
- Send professional, customized invoices while also giving customers a secure and easy way to pay.
- Create invoice templates for commonly used invoices.
- Send reminders to customers regarding an invoice; cancel and refund an invoice.
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Track cash to close with easy data synchronization about your orders and customers
- View QuickBooks invoice details including item details, amount, tax details, payment status, discount details, and private notes for customers right from Zoho CRM.
- Automate updating of data between your CRM and QuickBooks.
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Telephony
Manage incoming and outgoing calls, and capture any call-related data in your CRM
- Receive incoming calls with customer details and initiate outbound calls from Zoho CRM.
- View past call details with any associated activity information.
- Distribute calls to agents using efficient routing logic, manage call queues, record calls, and better manage your agents.
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Offer better customer experience for inbound and outbound phone calls
- Simply click on the contact to make a call.
- Receive notifications that let you know who’s on the line along with their account record.
- Get a comprehensive view of historical caller activity so you know exactly how to move the conversation forward.
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Business
Automate contracts, simplify quotes, and streamline proposals
- Seamlessly merge CRM data into documents to easily create contracts, proposals, invoices, and quotes.
- Create professional-looking documents in all major file formats such as .doc, PDF, and more.
- Set up conditions for delivery so that merged documents are only sent to the desired recipients.
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Automate your entire sales cycle, from document generation to e-signature collection
- Quickly create stunning business documents—proposals, contracts, quotes, invoices, and more—using templates.
- Receive real-time notifications when your recipient opens, views, interacts, and completes your sales document.
- Add legally-binding electronic signature fields to documents for faster approval.
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