Zoho CRM and Zoho Projects integration are helping businesses manage their customers and business projects simultaneously. When you are running a business you have to take along multiple departments, business tasks and projects hand in hand in order to stay ahead of business deadlines while achieving excellence.
Be it an online marketing business or construction industry where there is a huge employee turn out. You have got to deal with multi-discipline projects depending on the customer’s niche and requirements. This is exactly where Zoho Projects help you out with its planning and management modules. So that your business can be run smoothly. Once you have the Zoho Projects in house you can further integrate it with Zoho CRM to provide customers with an extended level of ease and contentment. Techloyce helps you achieve that ease and tranquility through Zoho Projects integration with Zoho CRM. Let us see different aspects of this integration now.
Zoho CRM and Zoho Projects Integration can Manage Business Projects Impeccably
There are so many aspects that need to be taken care of while running a business. For instance, project deliverables, sales, and marketing campaigns and corresponding reports, etc. Through Zoho Projects integration with Zoho CRM. Any business can seamlessly target all these professional and project-related tasks against a click. From managing the complete customer life-cycle to maintaining leads to executing business projects. This integration will help you out with all the nitty-gritty of your business. Right after getting hands-on Zoho CRM and Projects integration, businesses can then manage their projects with Zoho CRM. Get your project management system inside Zoho CRM. Manage project tasks and related issues, milestones, Gantt charts, timesheets, analytics, and reports right from your CRM account. So now businesses can plan, execute and track the progress of their customer’s projects without leaving beside their CRM.
Zoho Projects is a cloud-based project management platform specially designed for small and medium-sized businesses. It not only offers project scheduling and budgeting, which allows project managers to define project tasks but also assign the budgeting to their teams, estimate project costs and follow up about in-progress tasks. Zoho Projects help you automate document processes such as revision tracking, access control and search and retrieval. Some other product functionalities include document management, which provides a portal for sharing documents within the team members. Zoho Projects also covers issue management features, which help managers resolve errors in the project tasks. After Zoho Projects integration with Zoho CRM you can collaboratively manage your business clients, sales leads and closed projects all at one place in the same dashboard.
Control Business Projects Easily with Zoho Projects Integration with Zoho CRM
Zoho CRM and Projects integration will help you manage your projects seamlessly within Zoho CRM. All the project information can be placed in a designated project tab which can be easily modified against a few clicks. You can improve and track your projects working through this integration as well. You can view all the CRM details such as CRM account Information and CRM potential Information along with the customer Information in Zoho Projects itself If you have integrated Zoho Projects and Zoho CRM. However, the CRM information can be viewed only through the Admin portal.
Techloyce is a proud Zoho consultant and extends its consultancy services worldwide from over a decade now. You can get in touch with us via email for getting Zoho CRM and Zoho Projects integration done for your business. We will be happy to assist you out at our earliest! Get in touch today!
