.png){kind=small}
About Zoho CRM
Zoho CRM is a versatile Customer Relationship Management (CRM) software solution designed to empower businesses of all sizes to manage their sales, marketing, customer support, and service operations effectively. Established in 2005, Zoho CRM has grown to become a prominent player in the CRM market, known for its user-friendly interface, extensive feature set, and affordability, making it particularly appealing to small and medium-sized enterprises (SMEs).
The Zoho CRM platform serves as a centralized hub where businesses can store, organize, and analyze customer data to foster stronger relationships and enhance customer engagement. It offers a range of modules and tools tailored to different aspects of CRM including, sales, marketing and customer support. Zoho CRM offers seamless integration with a wide range of third-party applications and services through Zoho Marketplace, allowing businesses to extend the platform's functionality according to their specific needs. Customization options enable businesses to tailor workflows, forms, and reports to align with their unique processes and requirements.
Zoho CRM and CollectDesk
Integrate Zoho CRM with CollectDesk to unify customer communication and payment workflows in one intelligent platform. CollectDesk enhances the capabilities of Zoho CRM by bringing automation and conversational commerce to your accounts receivable process. From syncing customer data to automating invoicing and follow-ups, this integration enables teams to spend less time on manual tasks and more time engaging meaningfully with customers.
Harness the combined power of Zoho CRM’s customer insights and CollectDesk’s automation engine to improve your cash flow, reduce manual errors, and accelerate your revenue cycle.
Key Benefits
Automated Invoicing & Payment Collections: Automatically generate and send invoices from Zoho, with payment reminders and follow-ups managed seamlessly by CollectDesk.
Real-Time Syncing: Keep your customer data, invoices, and payment statuses in sync between Zoho and CollectDesk, ensuring accurate financial records across platforms.
Customizable Payment Automation: Configure automated workflows for payment reminders, overdue notifications, and payment confirmations, tailored to your business needs.
Enhanced Customer Engagement: Use CollectDesk’s automated communication features to follow up with customers about overdue payments, while also encouraging reviews and feedback to strengthen relationships.
Available on: Standard and above
Sync new leads, contact and company activity to Zoho CRM.
